In the Entities workspace, you can attach a document or comment to an entity.
To attach a document or comment to a security:
- 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.
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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.
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To delete a document or comment from an entity:
- In the Portfolio Desk workspace, search for the appropriate Entity.
- Select the entity you want to delete a document or comment from and then click Attach/Comment.
The Attach/Comment dialog box opens, displaying 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.
A Portfolio Data Center dialog box opens, asking you to confirm the delete.
- Click Yes.
- Click Save.
The Entity workspace displays the available entities.
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