Document Layout

If you click the create new button on the Security Lookup screen, the system displays the Security Maintenance Document screen in create mode. If you search for securities on the lookup screen and then click on the edit link of a security in the search results, the system displays the Security Maintenance Document in edit mode. In this mode, additional fields are displayed so you can change the valuation for this security. The example below shows the e-doc in edit mode.

The Security document contains one unique tab— Edit Security—in addition to the standard tabs.

    For more information about the standard tabs, see Standard Tabs.

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Edit Security Tab