Difference between revisions of "Instruments details"

From E-fileWiki
Jump to navigation Jump to search
Line 29: Line 29:
=Instruments Details /Contact, notification and profile=
=Instruments Details /Contact, notification and profile=


[[File:Picture444.png|800 px]]
[[File:Picture444 2.png|800 px]]





Revision as of 07:11, 5 May 2020

E-file Homepage

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

Picture1.png


LaunchPad

Select the Instrument details module

Picture2.png


Instruments Details / Actor and Instrument

Select an actor and an instrument at the top left of the screen

Picture3.png


Instruments Details /Contact, notification and profile

Picture444 2.png


Instruments Details / To start a search

  • Select an instrument
  • Choose a search parameter (name or codification)
  • Select the desired instrument level (not mandatory)

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
  • Select the desired instrument level (not mandatory)

Capture6.PNG


Instruments Details / Filter

Click on select a filter to refine the search

Picture7.PNG


Instruments Details / Global view for a selected instrument

Functionalities


Picture8.PNG


Instruments Details / Global view for a selected instrument

Functionalities

Picture9.PNG


Link to the fund tree view


Picture450.png


Instruments Details / Data available

All data type are available on the main page

  • Click on + to open a specific section

Picture10.PNG

All information can be copied by navigating on the line and with a single click

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)

  • Click on + to open a specific section

Picture12.PNG