SUBMIT AN IA TEMPLATE
- Log in to your asset manager dashboard.
- Open one of the request from the list of submission request sent to you by the client.
- When you open the request, on the left-hand side of the screen will be the details of the request.
- See the strategy/template the data is requested by your client.
- For an IDWG template request, you can choose to submit an IA Template as well.
- The screenshot below shows how you can select an IA template to be submitted instead of an IDWG template.