Difference between revisions of "New Investment Web Form Viewer"

Revision as of 17:59, 29 April 2013

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:

To review a form, double-click it or click it once to highlight and then click the View button on the toolbar. The Web Form Viewer will launch:

Revision as of 14:12, 29 April 2013 (view source) Smiller (talk \| contribs) ← Older edit		Revision as of 17:59, 29 April 2013 (view source) Smiller (talk \| contribs) Newer edit →
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		+	To review a form, double-click it or click it once to highlight and then click the View button on the toolbar. The Web Form Viewer will launch:
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