Difference between revisions of "UCITS Cross-Border Notifications Migration"
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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div> | |||
= Why this migration = | |||
*Migration to a new technology | |||
*Improved user-friendliness and ergonomics | |||
*Contemporary design and user interface | |||
*Homogenous cross-module design | |||
= Presentation of the new interface = | |||
==Main Page== | |||
[[File:Main Page My Last 50 Notification After.PNG|800 px]] | |||
===HomePage=== | |||
[[File:HomePage-Action buttons Before-After.PNG|800 px]] | |||
===Rejected notifications=== | |||
[[File:Rejected Notification_After.PNG|800 px]] | |||
===Main Page – Notification Search - Filters=== | |||
[[File:Notification Search-Filters Before-After.PNG|800 px]] | |||
==Notification Process == | |||
===Fund Selection=== | |||
[[File:Fund Selection=After.PNG|800 px]] | |||
====Filters==== | |||
[[File:Fund selection-Filter=After.PNG|800 px]] | |||
===Marketing of Shares=== | |||
[[File:Marketing of share=After.PNG|800 px]] | |||
====Filters==== | |||
[[File:Marketing of share - Filters =After.PNG|800 px]] | |||
====Select Cells==== | |||
[[File:Marketing of share - Select Cells=After.PNG|800 px]] | |||
====Manage Country==== | |||
[[File:Marketing of share - Manage Country = After.PNG|800 px]] | |||
===Document Management=== | |||
[[File:Document Management = After.PNG|800 px]] | |||
====Manage all documents==== | |||
[[File:Manage all document = Before-After.png|800 px]] | |||
====Import==== | |||
[[File:Import=After.PNG|800 px]] | |||
====Set Bulk Parameters==== | |||
[[File:Set Bulk Parameters.PNG|800 px]] | |||
====Fundsquare Library==== | |||
[[File:Fundsquare Library=Before-After.png|800 px]] | |||
====User Library==== | |||
[[File:User Library = Before-After.png|800 px]] | |||
===Notification Letters and transmission=== | |||
[[File:Notification letters = After.PNG|800 px]] | |||
====Errors==== | |||
[[File:Notification letters - Errors = After.PNG|800 px]] | |||
====View Content==== | |||
[[File:Notification letters - View Content = After.PNG|800 px]] | |||
====Complete the Letter==== | |||
[[File:Notification letters - Complete the Letter = After.PNG|800 px]] | |||
==De-registration== | |||
The user can start a de-registration by clicking on “De-registration” button. | |||
[[File:2.3 – De-registration.png|800 px]] | |||
===Fund selection=== | |||
Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister” | |||
[[File:2.3.1 – Fund selection.jpg|800 px]] | |||
===Documents Settings and Transmission=== | |||
[[File:2.3.2 – Documents Settings and Transmission.jpg|800 px]] | |||
====Select a Country==== | |||
The user must select the wanted country | |||
[[File:2.3.2.1 – Select a Country (1).jpg|800 px]] | |||
[[File:2.3.2.1 – Select a Country (2).jpg|800 px]] | |||
====File Selection and De-registration==== | |||
The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”. | |||
[[File:2.3.2.2 – File Selection and De-registration.jpg|800 px]] | |||
====Confirm or Cancel==== | |||
The user can confirm or cancel the de-registration | |||
[[File:2.3.2.3 – Confirm or Cancel.jpg|600 px]] | |||
====Confirmation pop-up==== | |||
By clicking on “Transmission follow up module” the user is redirect to this module. | |||
[[File:2.3.2.4 – Confirmation pop-up.jpg|600 px]] | |||
Revision as of 14:44, 29 July 2021
Why this migration
- Migration to a new technology
- Improved user-friendliness and ergonomics
- Contemporary design and user interface
- Homogenous cross-module design
Presentation of the new interface
Main Page
HomePage
Rejected notifications
Main Page – Notification Search - Filters
Notification Process
Fund Selection
Filters
Filters
Select Cells
Manage Country
Document Management
Manage all documents
Import
Set Bulk Parameters
Fundsquare Library
User Library
Notification Letters and transmission
Errors
View Content
Complete the Letter
De-registration
The user can start a de-registration by clicking on “De-registration” button.
Fund selection
Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister”
Documents Settings and Transmission
Select a Country
The user must select the wanted country
.jpg)
.jpg)
File Selection and De-registration
The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.
Confirm or Cancel
The user can confirm or cancel the de-registration
Confirmation pop-up
By clicking on “Transmission follow up module” the user is redirect to this module.
