Difference between revisions of "Web Document Maintenance"
Jump to navigation
Jump to search
| Line 19: | Line 19: | ||
[[File:Web Doc 1.png]] | [[File:Web Doc 1.png]] | ||
| + | |||
| + | |||
| + | The first step is to select the document type that you wish to work with. Click the drop down arrow to the right of the Document type field to select the document you want to modify. The fields will now populate: | ||
| + | |||
| + | |||
| + | [[File:Web Doc 2.png]] | ||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
Revision as of 19:11, 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:
The first step is to select the document type that you wish to work with. Click the drop down arrow to the right of the Document type field to select the document you want to modify. The fields will now populate:
