To attach a document or comment to a price:
- In the Reference Desk workspace, in the left navigation, click Price.
You see the Prices 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 record 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.
To delete a document or comment from a price:
- In the Reference Desk workspace, in the left navigation, click Price.
You see the Prices 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 record you want to delete a document or comment from and click the View all Attachments/Comments icon in the ribbon.
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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