Transaction Manager Submission Document Management

1: Open your transaction viewer.

Open

2: Select a client and a transaction. Then, select the submit button above the document list.

Open

3: You will be brought to the submission page. Select an activity and then a document and drag it under the activity of your choice, then select submit.

4:: A window will appear, prompting your confirmation to submit the document.

Once you select submit, the document will be sent to your admin for review!