Closing an event
- Select Events. The Events Calendar page is displayed..
- Double click the required event from the Event Calendar Legend section. The Event page is displayed.
- Select Close in the Event Lifecycle section. The Process Event Lifecycle Actions: Closed page is displayed.
- Modify the details in Confirm Tasks section. This is not mandatory.
- Select an email template in the Send Email section.
-
Select a document to generate and attach in the Send Email
Section:
- Document Type
- The type of document that you require to
send to the recipient such as Proposal, Agreement and
Cancelled.Note: You can use the filter to narrow down document list.
- File Format
- The format in which the document is to be
generated such as a Word document or a PDF document.Note: You can use this to change the default file format.
- Select to filter by Functions or override document defaults. This is not mandatory.
- Click Close.
- Click Send Email.