Page Comparison

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1. From the Reference Desk workspace, click Securities in the left navigation.
   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 wish to attach a document or comment to and click the Attach/Comment icon in the ribbon.
   You see the Add Attach/Comment dialog box with the list of comments and attachments currently in effect for the security or exception. You can double click document name and open the document for review.
5. Click Add New.
   You see the Add New dialog box.
6. Complete the options on the Add New dialog box and click Save.
7. To enter a comment, type your comment in the space provided.
8. To attach a file, click browse and select the file to attach.
9. Select the Data Type from the drop-down list.
10. Enter a Start Date and an End Date using the Calendar controls.
11. Click Save.
    You see the Securities workspace with all the available securities.

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