doc type consolidation project
TRANSCRIPT
7
OPPENHEIMER WOLFF & DONNELLY
DOCUMENT TYPE CONSOLIDATION
MARCH 2009
7
7
Translation
7
OLD NEW
Changes
Saving to DM
New Save Profile Screen
This List Will be Finalized on March 14th.
Complete your profile as always and click OK.
Searching in DM
New Search Profile Screen
New field on profile.
DM Default Settings
Set profile defaults as you always have.
DM Quick Saves
You will need to modify your currently saved quick searches to add the new doc type criteria.
Call 7500 if you need assistance.
Where Can I find info?
Click on the Oppenheimer Intranet
Click on the Red Butterfly
It will bring you to the Doc Type Project website.
View the translation tables
Print the Consolidation Guide
March 14