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Show document list

You can open the document list (provided you have the corresponding permission) by using the navigation pane in the securities account object view (holder, portfolio, account, securities account) and clicking the "Documents" menu item. The document list shows all documents for the securities account object. In addition to the generated PDFs, there can also be attached text documents or graphic files. You can sort the list by date, name, type or user by clicking the column header.

Use the navigation elements at the lower edge to go through large lists.

Click the linked title of the documents in the "Name" column to open the corresponding document in a new browser window or new tab.

Click the "Settings" icon in the toolbar of the document list to configure the following settings:

Element

Description

From

Specify the start date for the document list.
Older documents are hidden.

To

Specify the end date for the document list.
More recent documents are hidden.

Name

Enter a document to filter the document list by this entry.

Comment

Filter the document list by the entry in the "Comment" column.

Document types

To show the individual document types in the document list, select the corresponding checkbox or clear the selection to hide them.

Apply

Saves the settings and filters the document list.

Restore

Restores the default settings.

Cancel

Closes the settings dialogue window without saving the changes.

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