Attach Documents or Comments to Entities

In an entity 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 entity workspace opens, displaying the available entities (depending on any default filters that are in effect).
2. Search for your entity. Use a saved search or specify the relevant filter criteria and then click Search.
   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. To review a document, double-click a document name to open the document.
4. Click Add New.
   The Add New dialog box opens.
5. (Optional) Type a comment in the Comment box.
6. (Optional) Click Browse to locate and select a document to attach to the entity.
7. (Optional) Use the date selectors to indicate a Start Date and End Date for how long the comment or document will remain attached to the entity. To make an attachment indefinite, click the Do not expire check box.
8. Click Save.
   The Add New dialog box closes, and the Attach/Comment dialog box displays the attachment. It also shows the Start Date and End Date for the attachment, as well as who last modified the attachment and when.
9. Click Save.
10. The entity workspace now indicates the entity has an attachment by displaying a paper clip image in the Attachment (paper clip) column. If all attachments have expired (have an end date earlier than the current date), the system does not display paper clip indicator.