Attach or Remove Documents and Comments

In Portfolio Data Center, in the Entity Details workspace, you can attach or remove a document or comment to an entity.

To attach a document or comment to an entity:

1. In Portfolio Data Center, from the left navigation, select Portfolio Desk and click the appropriate entity type.
   You see the Summary workspace with the available list of entities.

2. Click the View By drop-down list and then select either All or Exceptions.

3. Provide the appropriate search criteria and then click Search.
   You see the list of entities as per the defined search criteria.

4. Select the entity you want to attach a document or comment and then click Attach/Comment icon in the Home tab.
   You see the Attach/Comment dialog box with the list of comments and attachments, if any available for the As of Date in the search area, for the entity.

5. Click Add New to add a new attachment or comment to the entity.
   You see the Add New dialog box.

6. Type a comment for the entity in the Comment box, if required.

7. Click Browse to locate and add an attachment to the entity, if required.

8. Click the Start Date and End Date to specify the time period for the attachment/comment to remain valid.
   Use the date selector to specify the dates.

9. Select Do Not Expire check box to make the attachment available for all effective search dates.
   This allows the system to retrieve the attachment from the Entity Summary pane regardless of which ‘As of Date’ is selected in the search.

10. Click Save to save the attachment/comment.
    You see the Add New dialog box is closed and the Attach/Comment dialog box displaying the added attachment/comment.

11. Click Save to save the attachment/comment to the entity.
    

    In the Entity Summary workspace, if the entity has an attachment for the As of Date selected in the search area or the attachment is set up with ‘Do Not Expire’ option, then a paper clip image is displayed in the Attachment column. If the attachments validity period is expired (that is the end date of the attachment/comment is earlier than the current date), the system does not display the paper clip indicator.

To remove a document or comment from an entity:

1. In Portfolio Data Center, from the left navigation, select Portfolio Desk and click the appropriate entity type.
   You see the Summary workspace with the available list of entities.

2. Click the View By drop-down list and then select either All or Exceptions.

3. Provide the appropriate search criteria and then click Search.
   You see the list of entities as per the defined search criteria.

4. Select the entity you want to remove a document or comment to and then click the Attach/Comment icon in the Home tab.
   You see the Attach/Comment dialog box listing the comments and attachments in effect for the entity. Double-click the document name to review a document.

5. Click the x button on the right end of the row for the attachment you want to delete.
   You see the Portfolio Data Center dialog box asking you to confirm deletion.

6. Click Yes to confirm deletion.

7. Click Save.
   You see the attachment/comment is removed for the entity.