How to attach a document to a transaction?
It is possible to link a document to a transaction already passed.
Once connected to your administrator area:
- Click on the Subscriptions tab
- Find the transaction to which you want to attach a document
- Click on the Actions button located at the end of the line where the transaction is located.
- Then click on Link a document.
- Indicate whether the subscriber must sign the document to be bound or not.
If the subscriber must sign the document, click Yes.
- Select the document to add or drag it directly to the indicated location
- Click on Save
- If the subscriber does not have to sign the document, click on No.
- Select the document to add or drag it directly to the indicated location.
- Click on Save.