Attach Documents and Comments to Securities

In the Securities workspace, you can attach a document or comment to a security.

The action of adding or removing a security attachment is audited with the time and user who performed the action.

Attach a Document to a Security

You can attach a document to a security using the Attach/Comment feature.

To attach a document or comment to a security:

click Securities.
You see the Securities 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 security 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.

You can remove a previously attached document or comments from a security.

To delete a document or comment from a security:

In the Reference Desk workspace, in the left navigation, click Securities.
You see the Securities 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 security 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.