Difference between revisions of "Web Form Review/Approval"
Jump to navigation
Jump to search
| Line 14: | Line 14: | ||
* Double-click Web Forms | * Double-click Web Forms | ||
* Double-click Web Form Review/Approval. You will see a screen similar to this one: | * Double-click Web Form Review/Approval. You will see a screen similar to this one: | ||
| + | |||
| + | |||
| + | [[File:Web Form 1.png]] | ||
| + | |||
| + | |||
| + | If you wish to filter forms by a specific product or status, click the drop down arrow to the right of either of those fields to select your choices. Click Refresh to update the page based on your selections. | ||
| + | |||
| + | |||
| + | To review a form, click once to highlight and then click View, or double-click it to launch. You will now see this screen: | ||
| + | |||
| + | |||
Revision as of 17:02, 2 March 2012
Overview of NA191UPD
Web Form Review/Approval allows CEF staff to review, edit, approve, and deny web forms created by users of online (web) applications like Online-CEF. Examples of web forms include:
- Investment purchase applications
- Request for change of name or address
- Investment withdrawal request
To review and process web forms:
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Web Forms
- Double-click Web Form Review/Approval. You will see a screen similar to this one:
If you wish to filter forms by a specific product or status, click the drop down arrow to the right of either of those fields to select your choices. Click Refresh to update the page based on your selections.
To review a form, click once to highlight and then click View, or double-click it to launch. You will now see this screen:
