To attach a document to a bank transaction

1. From the Banking menu, choose Bank transactions.
2. Click the down arrow next to the transaction you want to attach a document to.

3. Attach the document. There's a couple of ways to do it:

   • Click browse for files, select the document to be attached then click Open.
   • Click and drag a file from your computer and drop it into the transaction.

   If the document	do this
   is already in your In tray	Click Link from In tray. Select the document you want to attach. Click Link.
   is not in your In tray	Click Attach files. Click to select the document to attach. Click Open.

   Image Added

4. Click Save. The document is attached to the transaction. To view or delete an attached document, see below.

To

download, save or print an attached document

After you've attached a document to a bank transaction, here's how to view it:

1. From the Banking menu, choose Bank transactions.
2. Click the down arrow next to the transaction with the attachment.
3. Click the attachment to view itdownload Image Added icon on the attachment. The attachment will display in a new web browser tab.Print or save the document as requiredbe downloaded.
   Image Added
4. Open the downloaded document to view, print or save it.

To remove an attached document

Removing an attachment from a bank transaction unlinks it from that transaction and returns . If the document was originally linked from the In tray, it'll be returned to the In Traytray. If needed, you can then link the document to a different transactionthe document didn't come from the In tray, it'll be deleted permanently.

1. From the Banking menu, choose Bank transactions.
2. Click the down arrow next to the transaction with the attachment.
3. Click the delete icon for the attachment.
   Image Added
4. Click Delete to the confirmation message. The document is will be unlinked from the bank transaction and .
   1. If the document was originally linked from the In tray, it'll be returned to the In
   Tray
   1. tray.
   2. If the document was attached (it didn't come from the In tray), it'll be deleted permanently.

Need to delete the document from the In Tray? See Working with In Tray tray documents.