Attach Documents or Comments to Entities

In the Entities workspace, you can attach a document or comment to an entity.

To attach a document or comment to a security:

1. 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).
2. Search for your entity using either saved searches or specify the relevant filter criteria and then click Search. USERS KNOW HOW TO DO THIS?
   The system displays the search results based on the criteria you selected.
3. 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 in effect for the entity. [You can double-click document name and open the document for review].
4. Click Add New.
   The Add New dialog box opens.
5. Complete the options on the Add New dialog box and then click Save.
   The Edit Entity panel opens, displaying the available entities. The summary panel has an available column with an indicator for entities that have valid attachments. If all attachments have expired (have an end date earlier than the current date), the system does not display paper clip indicator.