Difference between revisions of "Web Form Review/Approval"
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To review a form, click once to highlight and then click View, or double-click it to launch. You will now see this screen: | To review a form, click once to highlight and then click View, or double-click it to launch. You will now see this screen: | ||
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| + | [[File:Web Form 2.png]] | ||
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| + | This screen displays three tabs: Investor, Funding and Interest. | ||
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| + | ==='''Investor tab'''=== | ||
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| + | On the Investor tab, the system displays basic information, including when the form was created, the account number and account information for the requestor, and the status of the online agreements. If you click Edit on this screen, you are able to modify the account number and state of the investor: | ||
Revision as of 17:05, 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:
This screen displays three tabs: Investor, Funding and Interest.
Investor tab
On the Investor tab, the system displays basic information, including when the form was created, the account number and account information for the requestor, and the status of the online agreements. If you click Edit on this screen, you are able to modify the account number and state of the investor:
