Difference between revisions of "New Investment Web Form Viewer"
Jump to navigation
Jump to search
Line 17: | Line 17: | ||
[[File:Approve Investment Form 2.png]] | [[File:Approve Investment Form 2.png]] | ||
+ | |||
+ | |||
+ | This screen has three tabs, each of which should be reviewed before you approve or deny a form. | ||
+ | |||
+ | |||
+ | ===Investor tab=== | ||
+ | |||
+ | |||
+ | ===Funding tab=== | ||
+ | |||
+ | |||
+ | ===Interest tab=== | ||
+ | |||
+ | |||
+ | |||
Revision as of 18:19, 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:
This screen has three tabs, each of which should be reviewed before you approve or deny a form.