doc type consolidation project
TRANSCRIPT
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OPPENHEIMER WOLFF & DONNELLY
DOCUMENT TYPE CONSOLIDATION
MARCH 2009
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Translation
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OLD NEW
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Changes
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Saving to DM
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New Save Profile Screen
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This List Will be Finalized on March 14th.
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Complete your profile as always and click OK.
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Searching in DM
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New Search Profile Screen
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New field on profile.
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DM Default Settings
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Set profile defaults as you always have.
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DM Quick Saves
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You will need to modify your currently saved quick searches to add the new doc type criteria.
Call 7500 if you need assistance.
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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
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March 14