Difference between revisions of "New Investment Web Form Viewer"

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(Created page with "=='''Overview of IL373UPD'''== Category:Online CEF")
 
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=='''Overview of IL373UPD'''==
 
=='''Overview of IL373UPD'''==
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The New Investment Web Form Viewer allows you to review new investments purchased via your organization's Online-CEF site. To review these forms:
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* From the DDI-Connect main menu, double-click Web Forms
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* Double-click [[Web Form Review/Approval]]
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* From the Web Form Review/Approval screen, select Investments (or all products) in the Product field and Unapproved in the Status field. The system will display all unapproved investment forms:
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[[File:Approve Investment
  
  

Revision as of 14:12, 29 April 2013

Overview of IL373UPD

The New Investment Web Form Viewer allows you to review new investments purchased via your organization's Online-CEF site. To review these forms:


  • From the DDI-Connect main menu, double-click Web Forms
  • Double-click Web Form Review/Approval
  • From the Web Form Review/Approval screen, select Investments (or all products) in the Product field and Unapproved in the Status field. The system will display all unapproved investment forms:


[[File:Approve Investment