Infront Advisory Solution
Infront Advisory Solution
Breadcrumbs

Archive documents

You can archive reports opened in the analysis area (provided you have the corresponding permission). To do this, follow these steps:

  1. AS_icon_archive_DE.png Click the "Archive" icon on the toolbar of the report.
    AS_document_archive_EN.png

  2. In the "Archive document" dialogue window that appears, enter the title, document type and a comment on the report, if necessary.

  3. Confirm your entries with "OK".
    This archives the report with the selected title in the document archive.

The individual functions in the "Archive document" dialogue window in detail:

Element

Description

Title

Enter the title for the document that you want to archive.
The automatically assigned title consists of the securities account object name (for example, holder name) and the name of the report.

Type

Select the document type.

The Server configuration tool let's you exclude document types for client meetings. (However, you can still select them in this list.) This means, that a document can be archived with the "invisible" type and then does not appear in the lists of a client meeting.

For more information about the configuration of the Portfolio Manager Server, see chapter Administration in the Help Center for Infront Portfolio Manager.

Comment

In this input field, you can enter an explanatory comment.


A document can be archived only once. After archiving it, the "Archive" icon is no longer available.