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Portfolio Manager Help
View a File Attachment
Use the Attachments tab to view a file that is attached to a buyer, seller, investor, purchased portfolio, sold portfolio, or sample portfolio. The file must be a type that your workstation recognizes (for example, Word or Excel).
To view a file attachment
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In the Navigation Explorer pane, click Buyers, Sellers, Investors, Purchases, Sales, or Samples.
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Double-click a record name. The information appears in the Information pane.
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Click the Attachments tab.
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In the data grid, double-click the file name. The file opens in the associated program.