Removing Compliance Statements

To Remove the compliance statements, navigate to Analec Word Tools Addin and click on Delete Disclaimers as shown below:

Click/Put your cursor on the Insert Disclaimer section at the bottom of the research report and click on the ‘Add Compliance Statements’ icon on the ANALEC ribbon to insert the compliance statements.

After clicking on the icon to add compliance statements, the system will prompt you on whether you would like to perform a document sweep to search for potential instruments that you may have referred to in your research report. Hence, if you have referred to any instrument in your report which has been setup in ResearchWise, this feature would automatically bring up such “likely” matches and then you can choose whether you would also like to tag those instruments with the report and drop disclaimers applicable to those instruments. You can choose to either perform (click ‘Yes’) or not perform (click ‘No’) the document sweep.

** Search Images for Instruments option will be enabled by default.

 

Choosing to perform the document sweep

If you choose to perform the document sweep, the system will scan the entire text and the text written in the images and will list down all the potential instruments that you may have referred in the report. This list will also have instruments that you have tagged with the report.

You can also filter the search results based on the following criteria:

-       Very Likely

-       Likely

-       Potentially

-       Unlikely

-       Exact Matches Only

System shows a warning incase, it fails to read any Images with in the research report to find potentail instruments. Click on the warning message to view Image details.

In the Unread Images window, click on the link View Image to open and view the unread image. 

 

Out of the list of potential instruments, if you have referred to any instrument in your report, select that instrument from the list by selecting the check-box and click on ‘Save and close’.

 

After clicking on the ‘Save and Close’ button on the instrument selection screen, the below screen will appear. Select the compliance list from the available list in the dropdown, and then click on the ‘Insert Statements’ button to insert the statements.

System will now insert/drop the disclosures and perform an auto refresh to fetch & update the applicable compliance statements. Once completed successfully, system will pop-up a confirmation message.

 

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