Note: Users can also either view a summary for the desired transaction or copy an
existing transaction. See Viewing transaction summary (View Summary) for more
information on viewing the transaction; see Copying an existing
transaction for more information on using existing transaction
information to create a new transaction.
From either the recent transactions section or search results, hover over the
desired transaction and click Edit Transaction to open it. The following
information appears:
Organization
Documents
Click NEXT to view the documents based on the transaction; enter
additional transaction data. See Viewing Documents for more
information.
