Attaching Evidence to Transactions & Bank Accounts in Investigations

Users can now attach notes and/or upload supporting documentation to customer transactions and bank accounts as "evidence” - all from the Investigations UI! 

Here’s What You Should Know:

• Notes and documents can be added from the ellipsis menu on any transaction or bank account from within an Investigation.
• Any notes or documents added are shown in the Investigation timeline to improve visibility and traceability across teams.
• When notes or documents are attached, there’s an indicator in the transactions table or bank account header.
• Users must have permission to view & add evidence, which can be enabled in Settings.