Use the Files Tab in the Third Party Details Page

1. From the sidebar menu, click Third Parties.

   Note: You can click in the RiskRate header to hide the sidebar menu and then again to display it (i.e., use as a hide/show menu toggle).

2. Find and click the third party's name, and then click the Files tab.

   

3. Do any of the following:
• In the File Name column, click to open the uploaded file. If the file includes external analysis, only users with the Approver permission can view the file.
• Upload a file.
• Open or save an uploaded file.
• Archive an uploaded file.
• Customize the files list and filter its contents.
• Export the files list.

Upload a File

1. From the Files tab, click .

   

2. Type a Description (Required). After a description is provided, the window expands to be able to upload a file(s).

   

3. Either click Browse to open a window to browse and select one or more files, or drag and drop into the dotted Drop file here box.
4. Click Upload files. The window disappears and the file(s) display in the Files tab.

Open or Save an Uploaded File

Only users with the Approver permission can open or download an analyst review file.

1. In the Files tab, in the File Name column, click a file name.
2. Depending on your browser settings, the file will either automatically download, open in another tab, or display system prompts to open / save the file.

Archive an Uploaded File

Files can be archived once uploaded (e.g., in case you accidentally uploaded the wrong file, or uploaded it to the wrong third party profile).

1. In the Files tab, in the Archive column, click the archive icon () next to the file you wish to archive.
2. (Optional)The file becomes hidden from view, but can be made visible by using the Show/Hide icon ( ) located on the top-right of the grid.