Difference between revisions of "NA Web Access Maintenance"
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* Look up the individual for whom you are adding an account | * Look up the individual for whom you are adding an account | ||
* From the Name/Address screen, click View and select NA Web Access: | * From the Name/Address screen, click View and select NA Web Access: | ||
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| + | [[File:NA Web Access 1.png]] | ||
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| + | This will launch the web access screen: | ||
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| + | [[File:NA Web Access 2.png]] | ||
Revision as of 17:56, 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:
This will launch the web access screen:
