video1.0<iframe src="https://www.loom.com/embed/5973a2793c7340c0bec833fb4c070bfe" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5973a2793c7340c0bec833fb4c070bfe-1d4d1832441fd43f.gif410.709This Loom explains how to view and organize documents within a transaction in CSU. View uploaded documents by going to the Transactions tab, selecting the transaction, and opening the Documents tab. It describes switching between folder view and file view, noting default folders like Client Uploads and General, and that an eye icon indicates a folder is visible to clients in the Client Portal. In the Required Files section, you can filter by category and review status, toggle between active, all, and archived documents, edit document names with a pencil icon, and use view or analyze to check for missing signatures, dates, and typos.