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To the right of the identification and state information is a set of nine dots in a square that represent what is known as the Smart Menu. From this menu one can view and in certain cases update types of transaction information that are not represented by a field on the transaction: Comments, Attachments, Additional Transaction Comments, Collaboration Paths, and Digital Signatures. When the first of any of these is added, a tenth dot appears that is red to indicate there is additional information than what the user can readily see.
Attachments - This action opens the Attachments Summary window, which displays attachments by tab and provides a history of attachments.
Comment - This action transitions you to the Transaction Comments page, which displays any existing comments and allows you to add additional comments.
Additional Transaction Information - If additional transaction information has been added, then this action transitions you to the Additional Transaction information page. Refer to the "Additional Transaction Information" topic for more information.
Collaboration - If collaboration has been established for a transaction in a Draft Phase, then this action transitions you to the Transaction Collaboration Path page. This allows you to view the transaction collaboration rules and allows you to add new rules; however, you cannot remove existing rules.
Digital Signature - This action transitions you to the Transaction Signature History page, if a digital signature has been applied to a PDF version of the transaction during approval processing. Refer to the "Transaction Signatures" topic for more information.
Completing the remainder of the top portion of the transaction are the primary actions for the current state of the transaction, represented by buttons, followed by the Transaction Actions menu (refer to as the page-level menu in the documentation and displayed as three vertical dots).
