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In the Securities workspace, you can attach a document or comment to a security.

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To attach a document or comment to a security:

  1. In the Reference Desk workspace, in the leeft navgation pane, click Securities in the left navigation pane.
    You see the Securities workspace with all the available securities.
  2. Click the View By drop down and select Security.
  3. Complete the required search criteria and click the Search button.
    You see the search results based on the criteria you selected.
  4. 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.
  5. To enter a comment, type your comment in the space provided.
  6. To attach a file, click browse and select the file to attach.
  7. Select the Data Type from the drop-down list.
  8. Enter a Start Date and an End Date using the Calendar controls.
  9. Click Save.

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