Process Approved Web Forms

Overview of NA192

Once you have reviewed and approved the pending web forms, you must process them. For information on how to review and approve web forms, please reference this page: Web Form Review/Approval. To access the screen:

• From the DDI Connect main menu, double-click Name/Address System
• Double-click Web Forms
• Double-click Process Approved Web Forms. The report parameter screen will appear:

You have the following options:

Field	Description
Process all approved forms (regardless of date created)	If this box is selected, all APPROVED online requests will be processed, regardless of the date that they were created. If this box is not selected, only approved online requests that have a create date that is equal to or less than the base date will be processed
Base date	Enter the date in a mm/dd/yyyy format or click the calendar icon to select the date you wish to use for processing. Any forms approved on or before that date will be processed
Products to process	Select the forms you wish to process. You can select one or multiple options from the list

Note: This processing logic will create new investments. If the investment is to be funded via check, the investment status will remain “0” (Setup) until the check is processed via Payment Processing as a deposit into the investment. For information on how to process a payment, please reference this page: Cash Receipts Stage 1

If the investment is to be funded via EFT, the investment will be configured with one-time automatic EFT deposit (via ACH). Use the program IL363 – ACH Investment Deposits to process automatic deposits via EFT. For information on using this program, please reference this page: Investment ACH Listing

Print Options

After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.

Option	Description
Printer	Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise
Format	Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page
Memo	If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension
View Report	This option generates a pdf file that is displayed on the screen when the report is generated
Archive Report	If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer
Print Report	If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen
Print via PDF	Prints directly to your printer.
Email	This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient
Duplex/Top	Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur
Duplex/Side	Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur
Green bar	Adds shaded, horizontal bars to the report, making it easier to read across columns
No dialog	Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated
Extra copies	If you want extra copies of the report generated, type the number in this field

Click Start. The system will generate a pdf containing the results of the processing. Click the icon below to view a sample of this report.