22.14 Save as Draft

This topic provides the systematic instructions to save Guarantee application as a Draft.

User can save Guarantee application as a Draft so that it can be used if required in future. It can be re used only one time for Guarantee Application initiation. User can search the saved Guarantee draft using the draft name in search box. The saved drafts can be accessed from the Draft tab. The Guarantee applications, which were saved as draft can also be saved as template after adding all other necessary fields.

Note:

User cannot save application with attached document as Draft.

To save Guarantee application as draft:

  1. Specify the required details in Guarantee application.
  2. Click Save As Draft.
    The Save screen appears.

    For more information refer to the field description table below:

    Table 22-17 Field Description

    Field Name Description
    Draft Name Specify the name of the draft template.
  3. In the Draft Name field, specify the desired name for the draft.
  4. Click Save to save the draft.
    The transaction details are saved as a draft which can be accessed from the Draft tab.
  5. Click Cancel to cancel the transaction.