Once either the Case Notes or Documents have been selected to transfer, the New Secure Transfer window will open with a table clarifying the documents to be included in the transfer:
Should you wish to add further documents to the transfer, click +Add at the top of the table, which will allow you to select additional documentation from the case:
To remove a document from the transfer, select the document in the table (so it the row is highlighted blue), and click the Remove button at the top of the table:
To confirm the selection and proceed with the transfer select Next at the bottom of the window.