Difference between revisions of "New Investment Web Form Viewer"
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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: | 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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Revision as of 18:15, 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:
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: