Difference between revisions of "Web Form Review/Approval"
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[[Category:CEF Online]] | [[Category:CEF Online]] | ||
Revision as of 12:29, 5 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:
Click the Funding tab.
Funding tab
When you click the funding tab, you will see information related to the investment type and how the investor wishes to fund the purchase:
If you wish to edit any of this information, click the Edit button on the toolbar. The field will now activate for editing. Make your desired changes and click Save to continue.
Click the Interest tab.
Interest tab
When you click the Interest tab, you see this screen:
This screen shows the selections that the investor made related to interest distribution. If you wish to modify, you can click Edit. When you are done making changes, click Save.
You are now able to approve or deny the form. Click your selection. The form now appears as such on the Review/Approval screen:
Once you have approved the forms, you must process them in the system. For information on how to do this, please reference this page: Process Approved Web Forms
