After creating a transaction the next step is adding a checklist. If you drag and drop documents or email any documents to the system they will be automatically saved under the Unsorted tab.
In order to assign them to a place on the checklist, you should select the document you would like to assign and click Assign to button from the right-hand side menu. You will see the list of documents from your checklist. Select the task and your document will be assigned to it. Once the document has been assigned it will disappear from the Unsorted document list.
In case the required task is missing in the drop-down list please click on the Create new link, select the required checklist and type the task name. Once you hit Save, the document will disappear from the Unsorted document list and will be assigned to the specified task.