Processing a tentative
- 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 Process Tentative in the Event Lifecycle section. The Process Event Lifecycle Actions: Tentative page is displayed.
- Modify the details in Confirm Tasks section. This is not mandatory.
- Select an email template in the Send Email section.
-
Specify 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 Process Tentative
-
Click Send Email.
Note: Select the Request eSignature check box if you want to use electronic signature.