Processing event lifecycle

  1. Select Events. The Events calendar page is displayed.
  2. Double click an event name. The Event details page is displayed.
  3. Click Next Available Hold in the Event Lifecycle section. The Process Event Lifecycle Actions page is displayed.
  4. Select an appropriate available option hold lifecycle stage that must be assigned to the event, in the Auto assignment section.
    Note: An available option hold lifecycle stage is displayed by default that can be assigned to the event.
  5. Select one of these check boxes in the Event Self-Service Portal section:
    • Share Document
    • Request Signature
    • View Self-Service Portal Details
  6. Select the View Sertifi eSignature and ePayment Details check box for navigating to the Sertifi eSignature and ePayment Details page after saving the details in the existing page.
  7. Select the Send Email check box to send an email to the primary contact of the event, by selecting an email template, one or more documents that are to be generated, and selecting the required check box to set the filter.
  8. Click the option displayed to save the details.