Web Document Maintenance

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:

The first step is to select the document type that you wish to work with. Click the drop down arrow to the right of the Document type field to select the document you want to modify. The fields will now populate:

You now have the following options:

Toolbar button	Action
New	Adds a new document for the currently selected document type. The user must enter a description then click the “Attach new document” icon to the right of the “Document” field
Edit	Allows editing of the selected document’s description and/or updating the document itself (via the “Attach new document” icon)
Example	Example
Example	Example
Example	Example
Example	Example