To add documents to a transaction, click the “Actions” menu at the top-right corner of the page, within the transaction, then click “+Add Form”.
Click on the group of your desired form to see the dropdown list of forms.
Select the form(s) you would like to add to your transaction. You can also type the first few letters in the search box to only show the forms that match your search.
Scroll to the bottom and click “Add”.
Your form(s) will now be added to this transaction.