Attachment Type

Required. Select one of the following options: Management Plan, PI Submission and Other. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Contact Name

To list the person to contact about the attached file, click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.

Uploaded By

The uploaded by field is set automatically by the system to display the userid of the user who uploaded the attachment once the attachment is added.

Posted Timestamp

The time and date the attachment was posted is set automatically by the system once the attachment is added.

Comments

To enter textual information you want to present about the attachment, click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.  After saving, click the green arrow  symbol to view full text in a separate browser window.  Your entry can be modified after the Add action.

File Name

Required.  Click browse to locate and select the file you want to attach, then click the add  button.   For more information about adding attachments, see “Notes and Attachments” in Common E-Doc Tabbed Sections.

Project

The Project selection allows the user to indicate the project the attachment is associated with. The selection values will contain all active projects relevant to the disclosure. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Email

To list the email address of the person to contact about the attachment, click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Letters, numbers and the @ character are accepted.

Phone

Enter only numbers and hyphens to specify the telephone number of the person to contact about the attachment.

Description

To enter textual information that describes the attachment, click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.  After saving, click the green arrow  symbol to view full text in a separate browser window.  Your entry can be modified after the Add action.

Financial Entity

The Financial Entity selection allows the user to indicate which of the reporter’s active financial entity the note is associated with. The selection values will contain all of the reporter’s active financial entities. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.