In the Securities workspace, you can attach a document or comment to a security.
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| The action of adding or removing a security attachment is audited with the time and user who performed the action. |
Attach a Document to a Security
You can attach a document to a security using the Attach/Comment feature.
To attach a document or comment to a security:
- In the Reference Desk workspace, in the leeft navgation pane, click Securities.
You see the Securities workspace with all the available securities. - Click the View By drop down and select Security.
- Complete the required search criteria and click the Search button.
You see the search results based on the criteria you selected. - Select the security you want to attach a document or comment to and click the Attach/Comment icon in the ribbon.
You see the Add Attach/Comment dialog box. - To enter a comment, type your comment in the space provided.
- To attach a file, click browse and select the file to attach.
- Select the Data Type from the drop-down list.
- Enter a Start Date and an End Date using the Calendar controls.
- Click Save.
Delete a Document or Comment from a Security
You can remove a previously attached document or comments from a security.
To delete a document or comment from a security:
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