Transactions
Trade Transaction: Documents
This page is accessed via Transactions > Trade Transactions. Click the Documents tab.
Use this tab to manage documents associated with this transaction.
Standard Documents
Use the icons to interact with standard documents.
- Actions (): Launches the Transaction Documents Actions page.
- View/Preview (): Views the content of the latest document in a popup. If there is no revision and the document is backed by a report, the View/Preview icon shows a preview of the document.
- Details (): Views the details of the standard document revision.
Additional Documents
This section displays document uploads and reports directly associated with the transaction by a user or through integration.
Use the icons to interact with additional documents.
- Actions (): Launches the Document Actions page.
- View (): Views the content of the document in a popup.
View Responsible Transaction Lines
This button is displayed only when one or more transaction lines are responsible for determining a document.