In the Securities workspace, you can attach a document or comment to a security.
The action of adding or removing a security attachment is audited with the time and user who performed the action.
To attach a document or comment to a security:
- From the Reference Desk workspace, click Securities in the left navigation.
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 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. - 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.
To delete a document or comment from a security:
- From the Reference Desk workspace, click Securities in the left navigation.
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 wish to delete a document or comment from and click Attach/Comment.
You see the Attach/Comment dialog box with the list of comments and attachments currently in effect for the security or exception. - Click the X button to the right of the listed comment/document.
You see the Reference Data Center dialog box asking you to confirm the delete. - Click Yes.
- Click Save.
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