New Investment Web Form Viewer

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Overview of IL373UPD

The New Investment Web Form Viewer allows you to review new investments purchased via your organization's Online-CEF site. To review these forms:


  • From the DDI-Connect main menu, double-click Web Forms
  • Double-click Web Form Review/Approval
  • From the Web Form Review/Approval screen, select Investments (or all products) in the Product field and Unapproved in the Status field. The system will display all unapproved investment forms:


[[File:Approve Investment