1. US SAR User Guide
  2. Analyzing Reports
  3. Documents

6.8 Documents

While filing the report with regulatory authorities, you can also send additional documents. This additional information aids in making 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.

The Documents pane lists all the documents that are attached to the report. It also allows you to add additional documents. You can upload files of any format with a size of less than 1 MB. You can upload files of any format in the Documents tab. You can choose to include the attached document in the report. However, only one file of .csv format can be included in the report. You cannot include files of any other format other than .csv in the report. Use this pane to view and modify the documents, and you can also attach documents to the selected report.
To manage and attach documents to the selected report, follow these steps:
  1. On the Regulatory Reports Details page, click the Documents documentbutton. The Upload Documents window is displayed.
  2. Go to the Uploaded Details.
  3. To delete the uploaded file, select the required file and click Delete delete. The uploaded file is deleted from the list.
  4. To modify the uploaded file, select the required file, and click Edit. Modify the uploaded file details and click Save.
  5. To include (attach) the uploaded file in the report, select the file from the list and click Upload. The selected file is included in the report. Only one file of .csv format can be included in the report. You cannot include files in any other format.
  6. To add the documents to the selected report, On the Upload Documents window, enter the file name of the document to be uploaded and Select Yes or No to specify whether to include the document in the report.
  7. To upload the documents, click the Click here to Upload file button.
  8. Select the file from your local system to upload. The uploaded document is displayed in the Uploaded list of documents.