Copying an existing transaction

This section explains how to copy an existing transaction. The Copy Transaction feature allows users to use the information from an existing transaction as a baseline for a new transaction.

  1. From either the recent transactions section or search results, hover over the desired transaction and click the Copy Transaction button.
  2. Users can now view the documents within the DocViewer based on the transaction. See Viewing Documents for more information on using the DocViewer.
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