Difference between revisions of "Instruments details"
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Step 2: Enter your e-file login credentials (user name and password) and click the Access button | Step 2: Enter your e-file login credentials (user name and password) and click the Access button | ||
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Select the Instrument details module | Select the Instrument details module | ||
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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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=Instruments Details /Contact, notification and profile= | =Instruments Details /Contact, notification and profile= | ||
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*Select the desired instrument level (not mandatory) | *Select the desired instrument level (not mandatory) | ||
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*Select the desired instrument level (not mandatory) | *Select the desired instrument level (not mandatory) | ||
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Click on select a filter to refine the search | Click on select a filter to refine the search | ||
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*Click on + to open a specific section | *Click on + to open a specific section | ||
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All information can be copied by navigating on the line and with a single click | All information can be copied by navigating on the line and with a single click | ||
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* Click on + to open a specific section | * Click on + to open a specific section | ||
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Revision as of 09:52, 7 May 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
Instrument details / Hierarchy
Link to the fund tree view
Instruments Details / Data available
All data type are available on the main page
- Click on + to open a specific section
Instrument Details / Copying information
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
