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.