Upload a transaction document from the Dashboard

Placeholder: steps not verified yet

The steps on this page were drafted from shipped Dashboard features (the transaction Supporting documents tab and its request-response upload flow). Nobody has confirmed them against the live Dashboard yet. Before this page publishes, someone with Dashboard access needs to perform the steps in the real Dashboard, correct anything that differs, and add what's missing (exact fields, screenshots, whether proactive upload without a document request is possible).

Upload supporting documents for a transaction from your Dashboard, in response to a document request.

Steps

1. Go to Dashboard > Data > Transactions.
2. Open the transaction that needs documents.
3. Open the Supporting documents tab to see the associated document request.
4. Upload the requested documents.