6.7 Documents

When filing the report with regulatory authorities, you can also send additional documents. This additional information aids in taking the correct decision about 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. In 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.

   Figure 6-5 Add Document

   
   
   
2. Enter the following information in the Add Document window as tabulated.
   Add Document table describes fields to add a document. Fields marked with an asterisk * are mandatory.

   Table 6-25 Add Documents

   Fields	Description
   Description	Entera brief description of the document attached.
   Typeof File	Enterthe type of the document.
   SendingChannel	Enterthe option for sending the document.
   DocumentDate	Enterthe date on which the document was created.

3. Click Browse to select the document from your computer and then click Attach File. The file is attached to the selected report.