Attachments

The Transaction Summary includes the Attachments grid that shows all the attachments added to a transaction.

Attachments can be added to a transaction after a transaction has been created. Attachments will remain with the transaction even if the transaction does not have an applied process or a process has been changed or removed.

Users can categorize attachments for a transaction during or after the upload operation. Applying categories to attachments allow for easier searching, sorting, and filtering of attachments. For Help information, select Uploading Attachments and Categories.

To access the Attachments grid, navigate to the Transaction Summary. Select Transaction Summary for Help information. After accessing the Transaction Summary, select the Attachments tab.