This procedure allows you to upload the risk related documents and add the required risk related hyperlinks.
-
In the Portfolio Risk Details panel, click the Documents tab.
-
By default, the last selected risk appears in the Risk ellipsis. To change the risk, click the Risk ellipsis in the tool bar and select the required risk.
-
To view the existing attached documents, click the Attachment hyperlink.
-
To view the existing document URL, click the URL hyperlink.
-
-
Click the Insert Row icon to add a new row.
-
Type the required Description.
-
Click SAVE .
-
(Optional) Attach the required document files. Follow the procedure below to attach the required document files.
-
Click the Attachment field. The Attachment dialog appears.
-
Click Upload. The Upload Document dialog appears.
-
Click Choose File and select a file to upload and click OK. The Attachment dialog appears.
The document details appear in the Attachment dialog.
-
Type the description of the document in Document Description.
-
Click Close. The selected file is attached in the Documents tab.
-
Click SAVE .
-
-
(Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.
-
Type the required web address of the risk document in the Comment or URL column.
-
Click SAVE . The web address typed in the Comment or URL column auto-populates as a hyperlink in the URL column.
Click the Delete Row(s) icon to delete a selected row.
-