Difference between revisions of "Web Document Maintenance"
Jump to navigation
Jump to search
(Created page with "=='''Overview of IL370UPD'''== Category:CEF Online") |
|||
| Line 1: | Line 1: | ||
=='''Overview of IL370UPD'''== | =='''Overview of IL370UPD'''== | ||
| + | |||
| + | |||
| + | The Web Document Maintenance screen allows you to manage documents used in the Online-CEF web application, such as: | ||
| + | * Offering circulars | ||
| + | * Privacy policies | ||
| + | * Electronic signature documents | ||
| + | |||
| + | With the exception of the investment merge form, which currently needs to be a Microsoft Word document with a .docx extension, all documents within Web Document Maintenance must be in a .pdf format. If you need assistance with converting documents to a .pdf format, please contact DDI Client Support for assistance. | ||
| + | |||
| + | |||
| + | To set up your web forms: | ||
| + | |||
| + | |||
| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Online-CEF | ||
| + | * Double-click Web Document Maintenance. You will see this screen: | ||
| + | |||
| + | |||
| + | [[File:Web Doc 1.png]] | ||
| + | |||
| + | |||
| + | |||
| + | |||
[[Category:CEF Online]] | [[Category:CEF Online]] | ||
Revision as of 14:57, 1 March 2012
Overview of IL370UPD
The Web Document Maintenance screen allows you to manage documents used in the Online-CEF web application, such as:
- Offering circulars
- Privacy policies
- Electronic signature documents
With the exception of the investment merge form, which currently needs to be a Microsoft Word document with a .docx extension, all documents within Web Document Maintenance must be in a .pdf format. If you need assistance with converting documents to a .pdf format, please contact DDI Client Support for assistance.
To set up your web forms:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Online-CEF
- Double-click Web Document Maintenance. You will see this screen:
