Contents of the Supporting Document Dialog Box for Units

Use these fields to edit your supporting documents, such as uploading, deleting, and managing how these documents associate with your transactions.

Field	Description
Upload	Click this option to display the browse/open file dialog box. Using standard Windows functionality, select one or more documents and click Open to upload the documents to the Supporting Document dialog box.
View	Select a document from the grid and click this option to view the PDF version of the document.
Delete	Select a document from the grid and click this option to remove the document from the dialog box. If this document is only associated with the current transaction, it is deleted. If the document is associated with at least one other transaction, a confirmation message displays. Click Yes to confirm the deletion.
Associate with All	Select a document in the grid and click this option to associate the document with all units transactions related to the expense report.
Disassociate From All	If you have associated a document with all units transactions and you need to remove the association, select the document and click this option. The document remains uploaded on the Supporting Document dialog box but the association between it and the existing transactions is removed. When you save the record, DPS deletes the documents that are not assigned to any transaction line from DPS.
Select	Select this check box to associate the document with the transaction. Clear this check box to remove the document's association with the transaction.
Description	When you upload a document, this column displays the file name by default, but you can change the description.
Associate with new transactions	When you select this option for a document, the document is automatically associated with any new transaction that you enter on the grid. Supporting documents that are associated with a transaction record that is charged to a reimbursable account will be marked as "print with invoice" in Billing > Interactive Billing by default. Supporting documents that are associated with a transaction record that is charged to a direct or indirect account will not be marked as print with invoice in Interactive Billing by default.
Exit	Following standard Windows conventions, click this button in the top right corner to close the dialog box. When you exit, any action that has occurred on the dialog box will be cancelled. This includes upload, delete, a description change, the Select option, and the Associate with option.