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. For more information on user roles, see Table 4.

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 information in the Documents fields.

   Table 6-24 Documents

   Fields	Description
   Description	Enter a brief description of the document attached.
   Type of Document	Enter the type of document.
   Document Date	Enter the date of the document.
   Sending Option	Enter the option for sending the document.

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