Web Document Maintenance
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Overview of IL370UPD
The Web Document Maintenance screen allows you to manage documents used in the Online-CEF web application, such as:
- Offering circulars
- Privacy policies
- Electronic signature documents
With the exception of the investment merge form, which currently needs to be a Microsoft Word document with a .docx extension, all documents within Web Document Maintenance must be in a .pdf format. If you need assistance with converting documents to a .pdf format, please contact DDI Client Support for assistance.
To set up your web forms:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Online-CEF
- Double-click Web Document Maintenance. You will see this screen:
