Difference between revisions of "Instruments details"
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(Created page with "= How to access Instrument Details? = Step 1: Select your environment Production environment : '''https://www.e-file.lu/e-file/''' Step 2: Enter your e-file login credenti...") |
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= | = E-file Homepage = | ||
Step 1: | Step 1: Connect to E-file | ||
'''https://www.e-file.lu/e-file/''' | |||
Step 2: Enter your e-file login credentials (user name and password) and click the Access button | |||
[[File:Picture1.png|800 px]] | [[File:Picture1.png|800 px]] | ||
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[[File:Picture2.png|800 px]] | [[File:Picture2.png|800 px]] | ||
= | = Instruments Details / Actor and Instrument = | ||
Select an actor and an instrument at the top left of the screen | Select an actor and an instrument at the top left of the screen | ||
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[[File:Picture3.png|800 px]] | [[File:Picture3.png|800 px]] | ||
==To start a search | =Instruments Details /Contact, notification and profile= | ||
[[File:Picture444.png|800 px]] | |||
=Instruments Details / To start a search= | |||
*Select an instrument | *Select an instrument | ||
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[[File:Picture5.PNG]] | [[File:Picture5.PNG]] | ||
= | |||
=Instruments Details / To search by Name= | |||
*Enter a value in the white cell to find all results available in the database containing that name | *Enter a value in the white cell to find all results available in the database containing that name | ||
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[[File:Capture6.PNG]] | [[File:Capture6.PNG]] | ||
=Instruments Details / Filter= | |||
Click on select a filter to refine the search | Click on select a filter to refine the search | ||
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[[File:Picture7.PNG]] | [[File:Picture7.PNG]] | ||
Global view for a selected instrument | =Instruments Details / Global view for a selected instrument= | ||
Functionalities | |||
[[File:Picture8.PNG]] | [[File:Picture8.PNG]] | ||
=Instruments Details / Global view for a selected instrument= | |||
Functionalities | |||
[[File:Picture9.PNG]] | [[File:Picture9.PNG]] | ||
===Data available | |||
=Instruments Details / Hierarchy= | |||
[[File:Picture450.png]] | |||
=Instruments Details / Data available= | |||
All data type are available on the main page | All data type are available on the main page | ||
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[[File:Picture11.PNG]] | [[File:Picture11.PNG]] | ||
= | |||
=Instruments Details /Third parties data type= | |||
The third parties data type shows every actor involved in the fund �(Currently available at Fund and Sub-fund levels) | The third parties data type shows every actor involved in the fund �(Currently available at Fund and Sub-fund levels) | ||
Revision as of 12:53, 30 April 2020
E-file Homepage
Step 1: Connect to E-file
Step 2: Enter your e-file login credentials (user name and password) and click the Access button
LaunchPad
Select the Instrument details module
Instruments Details / Actor and Instrument
Select an actor and an instrument at the top left of the screen
Instruments Details /Contact, notification and profile
Instruments Details / To start a search
- Select an instrument
- Choose a search parameter (name or codification)
- Select the desired instrument level (not mandatory)
Instruments Details / To search by Name
- Enter a value in the white cell to find all results available in the database containing that name
- Select the desired instrument level (not mandatory)
Instruments Details / Filter
Click on select a filter to refine the search
Instruments Details / Global view for a selected instrument
Functionalities
Instruments Details / Global view for a selected instrument
Functionalities
Instruments Details / Hierarchy
Instruments Details / Data available
All data type are available on the main page
- Click on + to open a specific section
All information can be copied by navigating on the line and with a single click
Instruments Details /Third parties data type
The third parties data type shows every actor involved in the fund �(Currently available at Fund and Sub-fund levels)
- Click on + to open a specific section
