Working With Files

Transaction History

See and adjust which forms in the open file belong to the current transaction.

The current transaction is the set of forms in the open file that have entries. It is what Current transaction lists in the PDF/Esign window, and what gets generated or sent for signature.

View the transaction

Click Transaction in the status bar at the bottom right of the window.

The Transaction link in the status bar
The Transaction link in the status bar
The Transaction window listing the forms in the current transaction
The Transaction window listing the forms in the current transaction

You can also click PDF/Esign and choose Current transaction to see the same list.

Add or remove forms

  • To add a form, open it with Select Form and make an entry. It joins the transaction automatically.
  • In the Transaction window, choose All forms, check or uncheck forms, then click Set transaction.
  • To remove a form, uncheck it under Current transaction and click Set transaction.