How do I grant users access to order branch products, generate jackets or receive electronic delivery of Fund forms?
- Step 1: Logon to thefund.com as a FundNet Admin user.
- Step 2: Add or Edit the User
- Step 3: In the User Access Rights section, Select the following:
- User can access FundNet: check the checkbox
- DoubleTime eSolutions Access: select "Electronic Delivery of Fund Forms"
This will allow integration access for Ordering Branch Products and generating Jackets
- User can access CPL via Web and other Fund applications: select "I authorize this user to generate Closing Protection Letter via The Fund's website and other Fund applications."
This will allow integration access for generating CPL.
