When entering a new or existing General Transaction you have the option to also upload a document as a part of the Transaction. Next to the Acknowledged fields you will find the field necessary to uploading your document and labeling it with a category.
General Transaction Document Fields:
Is Document Attached - Will show as “Yes” if a document has already been uploaded to the Transaction record.
Attached Document Category – From the picklist you can select which category you wish to assign to the Document you are uploading. This Categories are taken from the Document module of the software and will show with the upload file when viewing in inside of the Transaction or on the Document grid or tab.
Attached Document – Click “Select Files” to select which Document you wish to attach to this Transaction record.
If you enter into a General Transaction which already has a document uploaded you will be able to view that document by clicking on the file name.
