In the Entities workspace, you can attach a document or comment to an entity.
...
- In Portfolio Data Center workspace, click Portfolio Desk in the left navigation.
The Entities workspace opens, displaying the available entities (depending on any default filters that are in effect). - Search for your entity using either saved searches or specify the relevant filter criteria and then click Search.
The system displays the search results based on the criteria you selected. - Select the entity you want to attach a document or comment to and then click the Attach/Comment icon in the ribbon.
The Attach/Comment dialog box opens, displaying the list of comments and attachments currently in effect for the entity. [You can double-click document name and open the document for review]. - Click Add New.
The Add New dialog box opens. - Complete the options on the Add New dialog box and then click Save.
Caption to be inserted
The Entity workspace opens, displaying the available entities. The summary window has an available column with an indicator for entities with valid attachments. If all attachments have expired (have an end date earlier than the current date), the paper clip indicator is not displayed.
Caption to be inserted
To delete a document or comment from an entity:
...