6.11 Documents

While analyzing the report, you can also add additional documents to support your analysis. This additional information aids in taking a 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 or delete documents in all statuses except when the report is in View only mode.
To attach a document, follow these steps:
  1. In the Reports Details page, click Upload Documents . The Upload Documents window is displayed.
  2. Enter the following information in the Add Document pane.

    Table 6-17 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.
  4. Click Delete to remove the document from the list.
  5. Select the document from the list and click Upload. The document is attached to the selected report.