9.1.1 Draft Generation

Procedure to generate evaluation draft for customer acceptance.

The Draft Generation data segment in Customer Notification stage allows you to configure customer's mail address and generate evaluation draft for customer acceptance.

To launch the Customer Notification - Draft Generation screen, navigate to Tasks > Free Tasks from the left menu and click Acquire & Edit in the required Draft Generation task.

Figure 9-1 Draft Generation

Description of "Figure 9-1 Draft Generation"

1. Click Generate Document.
   The Draft Generation Details window is displayed.

   Figure 9-2 Draft Generation Details

   
   

   
   Description of "Figure 9-2 Draft Generation Details"

   
   
2. Specify all the details in the Draft Generation Details window.
   For field level information, refer the below table.

   Table 9-1 Draft Generation Details - Field Description

   Field	Description
   Communication Type	By default, the Communication Type is displayed as Email. You cannot change the Communication Type in this screen.
   E-Mail To	Specify the E-mail address to which the draft document has to be sent.
   E-Mail CC	Specify the E-mail address which has to be in CC of draft communication mail.
   Subject	Specify the mail Subject.
   Generate	Click this to send the draft document to the mail ID mentioned in E-Mail To field.
   Cancel	Click this to exit the Draft Generation Details window without saving the provided information.

Once the draft document is successfully sent to the mentioned mail ID, the Generated Documents is displayed in the Draft Generation screen as shown below.

Figure 9-3 Draft Generation_Completed

Description of "Figure 9-3 Draft Generation_Completed"

3. To view the generated draft document, click View Document.
4. To download the generated draft document, click Download Document.
5. After performing necessary actions in the Draft Generation screen, click Next.