Difference between revisions of "NA Web Access Maintenance"
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(Created page with "=='''Overview of NA105UPD'''== Category:Online CEF Category:Name/Address") |
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=='''Overview of NA105UPD'''== | =='''Overview of NA105UPD'''== | ||
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| + | If your organization utilizes the Online CEF product, an important piece of functionality is granting investors and borrowers access to their information online. To do this, you must configure their web access. To set up the access: | ||
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| + | * From the DDI Connect main menu, double-click Name/Address System | ||
| + | * Double-click Name/Address Inquiry | ||
| + | * Look up the individual for whom you are adding an account | ||
| + | * From the Name/Address screen, click View and select NA Web Access: | ||
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[[Category:Online CEF]] | [[Category:Online CEF]] | ||
[[Category:Name/Address]] | [[Category:Name/Address]] | ||
Revision as of 17:55, 5 March 2012
Overview of NA105UPD
If your organization utilizes the Online CEF product, an important piece of functionality is granting investors and borrowers access to their information online. To do this, you must configure their web access. To set up the access:
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Name/Address Inquiry
- Look up the individual for whom you are adding an account
- From the Name/Address screen, click View and select NA Web Access:
