4.2 Draft Generation

This topic provides systematic instructions about the Draft Generation data segment in the Notice to Customer and RM stage.

This data segment allows you to generate draft liquidation document and send it to Customer and RM for necessary action.

Upon clicking Next in the Notice to Customer and RM - Collateral Details screen, the Draft Generation data segment is displayed.

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

   Figure 4-3 Draft Generation Details

   
   

   

   
   
2. Specify all the details in the Draft Generation Details window.
   For more information on fields, refer to the field description table below.

   Table 4-1 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 4-4 Draft Generation

Description of "Figure 4-4 Draft Generation"

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.