Canceling an event

  1. Select Events. The Events Calendar page is displayed.
  2. Double click the required event from the event calendar. The Master Event details page is displayed.
  3. Select the Event Name in the Events section. The Event details page is displayed.
  4. Select Cancel / Deny Events in the Event Lifecycle section. The Process Event Lifecycle Actions: Cancelled page is displayed.
  5. Modify the details in the Confirm New Tasks section
  6. Specify the cancellation related information in the Event Fields section.
  7. Select one or more of these check boxes in the Event Self-Service Portal section:
    • Share Document
    • Request Signature
    • View Self-Service Portal Details
  8. Select the View Sertifi eSignature and ePayment Details check box to access the Sertifi eSignature and ePayment Details page after saving the details on the existing page.
  9. Select the Send Email check box to send an email to the primary contact of the event.
  10. Select an email template in the Choose Email Template section.
    Note: You can filter the email template by selecting the folder and specifying the values in the Document Type and Language fields.
  11. Select a document to generate and attach in the Choose Documents to Generate section:
    Note: You can generate the documents by selecting the folder and specifying the values in the Document Type, File Format and Language fields.
  12. Select one or more of these check boxes in the Choose Filters section:
    • Filter by Functions
    • Override Document Defaults
    • Include Attachments
  13. Click Cancel.
    Note: The sections and fields displayed on this page are based on the fields configured in Settings.