Files from the File Library can be added to an existing Phoenix transaction even if the transaction pre dates the File Library. To add a file to an existing transaction select the transaction within the Financials module and click on the button. Within the 'Files' window ' the link will allow the attachment of one or more files to the selected transaction.
The link will open the 'Attach Files to Transaction' screen, here one or more files can be added to the transaction.
Select files by clicking on the tick boxes on the left of each file, when the selection is complete use the button to attach the files to the transaction. The number of files to be attached reflects the quantity of files you have selected, ensure the correct number are selected before confirming the attachment.