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Denied Party Screening (DPS)

Create Report

Once search results are displayed on the
Quick Screening
 screen, you can generate and extract a screening detail report in PDF format.
  1. Click
    Actions
     on the right of the screen.
  2. Click
    Create Report
    .
  3. The
    Create Report
     pop-up will open. Choose one of the
    Note options
    :
    Include all notes
     or Include
    only the most recent notes
    .
  4. Click
    Download
    .
Your report will start processing and will automatically download to your local drive when it is ready.
E-mail Report
The Email Report action will become available after clicking
Create Report
.
  1. Click
    Email Report
    .
  2. A pop-up will open with the template loaded as per the status of the searched company (i.e. Clear or Blocked).
  3. Use the To and CC fields to designate the recipient(s). This can be done manually or by loading a default e-mail address, assuming a default recipient e-mail was configured in the user’s DPS Settings. The CC field is not mandatory and can be left blank.
The
Subject
 and
Description
 fields will preload with data from the template. The
Subject
 field is not mandatory and can be left blank.
Different style tag options can be applied to the
Description
 text (e.g. bold, italic). Different rich text options are also available for editing the text in the e-mail body.
The generated report will automatically be attached to the
Attachments
 section.
To remove the report from the e-mail, uncheck the report.
Insert Code Snippet
 can be used to get values (like Company Name, # of Hits, Status, User Name, and Search Reference Number) inserted into the e-mail body.
To e-mail out the report, click
Send
. Recipients in the “To” and “CC” fields will receive the e-mail with the specified Subject line, attachments and description mentioned.

This article applies to:

  • PRODUCT: ONESOURCE Global Trade
  • Sub-Product: Denied Party Screening

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