You can use the DM Transaction Attachments form to attach documents to previously posted transactions.

When you attach documents to posted transactions, the system associates the attachment with the form that the record was created with and not the DM Transaction Attachments form. This ensures that you will be able to find the attachment using the DM Attachment Index Search form or enable cross-referencing with the DM Index Cross Reference form.

Note: Transactions with previously attached documents display the icon in the Attachments column of the Results grid. To display previously attached documents, select a transaction and click the Attachments button on the toolbar. The DM Attachments form displays, which you can use to view, edit, or attach documents.

Follow the steps below to attach a document to a posted transaction.

1. Open the DM Transaction Attachments form using the DM module Programs folder.
2. Press F4 in the Transaction Type and select the type of transaction that was posted - for example select AP Transactions if you want to add an attachment to a posted AP invoice.
3. Click Refresh Filters . The Filters section will populate with some filters that can help you find the posted transactions.
4. Enter values in the Filter Value column. For example if you are looking for an AP invoice you might want to complete the AP Company and Month fields.
5. Click Refresh Results . 
The transactions that match the filter criteria will display in the Results grid.
6. You can use the Filter Bar at the top of the grid in the lower portion of the form to filter the transactions even more.
7. Double click the transaction that you want to attach the document to.
The Attachment form will display. Use that form to add, view, and edit the attachments on a record.
8. You can attach documents to more transactions in the DM Transaction Attachments form, or you can close the form when complete.