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:
Note: In order to create new document types, you must be using the Online-CEF product. For information on how to configure these codes, please reference this page: Web Document Types
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. 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) |
| Delete | Deletes the currently selected document |
| Save | Saves changes to the document being added or edited |
| Undo | Cancels the current add or edit operation |
| Replace | This button is used to replace references to an existing document with another document and is most useful for updating offering circulars. The new document must have already been added. Select the document to be replaced and click the “Replace” button. This presents a dialog box that allows you to select the replacement document:
|
