When reviewing a disclosure, you can attach relevant documents so everything is in one place. Once the documents are uploaded, you can view them in the browser within Outside Interests.
Attaching Documents
- Search for the disclosure for which you wish to attach documents.
- Within the disclosure, click on the Documents tab.
- Click Upload File to add files to the disclosure.
When your files are uploaded, you can click the pencil icon next to the document to classify it as one of the following:
- COI Management Plan: The disclosee will be able to view the management plan from their profile.
- Correspondence
- 700U Form: CA Only
- Other
If you need to delete a file, you can do so by clicking on the trash icon.
