When viewing documents in the Transactions tab, you have two view options. Toggle between the two views by clicking on the Transactions View Mode icon. 

Detail View 

Detail View is helpful when looking for detailed information about your documents, or if you prefer to view related documents quickly and easily. 

When in Detail View the following summary level information appears for each document by default: 

Detail View has an additional feature that allows you to view related return documents in the workflow by clicking on the Show Related Documents icon. 


List View

List View is helpful when trying to view a large amount of documents at one time. 

When in List View the following summary level information appears for each document by default: 

Certain features and functions appear in both views: 

  • To adjust what information appears, click the Column Settings icon, and select the information you wish to see displayed.
  • To perform an action, click the Actions icon and select your desired action from the drop-down menu. 
  • To mark a document as a favorite, click the Favorites icon.
  • If there is an alert you need to me aware of, the Alert icon will appear.  These Alerts are clickable to receive more information.

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