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The Attachments Warehouse/Reporting of
Actions option in iSite+ Utilities allows for the review of supporting
documentation requested by a state as part of the licensing process. Files
are retained in the Attachments Warehouse for a period of five years.
To access the Attachments Warehouse:
- After logging into iSite+, click the Tools
tab and select
Utilities.
- To access the Attachments Warehouse/Reporting
of Actions, click the
Attachments Warehouse/Reporting of Actions link in the PDB Utilities section
- Select the following criteria:
- Notification Type
- Producer Type
- Search By
- Search Period
- The Search Criteria section will then
list criteria fields based upon the Producer Type and Search By criteria
selected.
- Enter data into the Search Criteria
field(s) and click the Search button.
- From the Search Results listing click on
the Select button to bring up information on the Individual or Firm
selected.
- A screen will be displayed listing the
Search Criteria, Producer Contact Details, and contents of the
Attachment Warehouse for the Individual or Firm selected.
- To access information on a document,
click the contents in the Link to Document column.
- Information on the document will be
displayed. To view the document, click the value in the Link to Document
field.
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