6.7 Documents

While filing the report with regulatory authorities, you can also send additional documents. This additional information aids in taking the correct decision on the report. When you attach a document to a report, the status of that report does not change. However, the attachment is added to the report’s history.

An Analyst or a Supervisor can attach, modify, or delete documents in all statuses except when the report is in View Only mode.

To modify or attach a document, follow these steps:

1. On the Reports Details page, click the Document tab and click Add to attach a new document to the selected report. The Add Document window is displayed.
2. Enter the following information in the Add Document pane.

   Table 6-7 Document Fields

   Fields	Description
   Description	Enter a brief description of the document.
   Type of File	Enter the type of document.
   Document Date	Enter the date on which the document was created.
   Sending Option	Enter the option for sending the document.

3. Click Drop Files Here or Click to Upload to select the document from your computer. The selected file is displayed in the document list. The document list provides the information of the document such as file name, size of the document, and type of document.

   Note:

   You can attach only .jpeg, .png, .xlsx,and .pdf format with no limit on the document size. file.
4. Select the document from the list and click Upload. The document is attached to the selected report.

   Note:

   You can upload a single file at a time.