Difference between revisions of "New Investment Web Form Viewer"
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! '''Field''' !! '''Description''' | ! '''Field''' !! '''Description''' | ||
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| − | | | + | | '''Form name''' || Example |
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| − | | | + | | '''Status''' || Example |
|- | |- | ||
| − | | | + | | '''Created by''' || Example |
|- | |- | ||
| − | | | + | | '''Reviewed''' || Example |
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| − | | | + | | '''Processed''' || Example |
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| − | | | + | | '''Account''' || Example |
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| − | | | + | | '''Name/Address''' || Example |
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| Example || Example | | Example || Example | ||
Revision as of 12:25, 30 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.
Investor tab
The investor tab displays the following information:
| Field | Description |
|---|---|
| Form name | Example |
| Status | Example |
| Created by | Example |
| Reviewed | Example |
| Processed | Example |
| Account | Example |
| Name/Address | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
