Attach a Document to a Units Transaction Line

Associate documents with the voucher and with each associated transaction in the Units grid.

To attach a document to a Units transaction line:

1. On the Navigation menu, click Transaction Center > Transaction Entry.
2. In the Transaction Type field on the Transaction Entry form, select Units.
3. Open the transaction file and add or select a transaction line.
4. In the Document column for the corresponding transaction, click the document icon.
5. On the Supporting Document dialog box, click Upload.
6. Using standard Windows functionality on the file selection dialog box, select one or more documents and click Open to upload the documents to the Supporting Document dialog box.
7. After you upload the documents, use the following options on the Supporting Document dialog box as needed:

   Option	Description
   View	Click this button to view the uploaded document.
   Associate with All	Click this button to associate the selected document with every transaction item on the grid. You can only associate one document at a time with all transactions. Repeat this process for each document that you want to associate with all. This option does not apply to new transaction lines.
   Disassociate from All	Click this button to remove the association between the selected document and every transaction on the grid. You can only remove the association for one document at a time with all transactions. Repeat this process for each document that you want to disassociate with all.
   Select	Select this option next to each document that you want to associate with the current transaction. This is useful when you want to associate multiple documents on the Supporting Document grid with one transaction.
   Associate with New Transactions	This option is selected by default when you upload a document. This option associates the selected document with every new transaction that is entered. Clear this option if you do not want the selected document automatically associated with new transactions.
   Description	When you upload a document, its description automatically prefills in this field. You can modify the document's description in the Description field, but you cannot modify the document's filename in the File Name field.

8. Click OK to close the Supporting Document dialog box. The document icon on the transaction line changes to to indicate that there are documents associated with the transaction line. You can hover over this icon to view a tooltip that describes the attached documents.

   If you click Cancel before you click OK to associate the documents, the documents are not associated with the transaction line, and are not saved on the Supporting Document dialog box.