Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Denied Party Screening (DPS)

Notes and Files

The
Notes and Files
 pop-up stores all notes and files previous users have attached to the searched entity. Notes can be added alone or as a part of another action (override, escalate, deny, or manual block) you make in the system.
You can open this pop-up by clicking
Notes and Files
 on the right of the screen.
Adding notes and files
You can add notes and files to a screening, associating them with the screened entity.
  1. Click
    Notes and files
     on the right of the screen. A pop-up will open.
  2. Click
    Add notes and files
    .
  3. Add your custom message to the textbox. There is an 800-character limit.
  4. Attach documents by dragging files into the space or adding files from your local drive.
  5. Click
    Submit
     to confirm or
    Close
     to drop your changes.

This article applies to:

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

Related Content