Changes

: INSERT IMAGE 

<span style="color: #008000;">'''Note:'''</span> If you do not see a Scheduling Tab → make sure to toggle on advanced options found near the top right of your screen. 

'''Task 3 - Send Approved Receipt '''

: → Add a subject to the email template.

: → You can use the Variable Syntax helper (found in the configuration mode shortcuts) to test your email template against a record. Copy the email template and paste it into the helper. This will allow you to confirm that you are populating the correct information in your email template. 

* We always suggest saving your email as an event. This will store the email as an event on the user profile.

* You can also add attachments to the email template here. 

: → You can attach multiple documents. They will need to be delimited by semicolons. 

: → Saving the email as an event will create an Email activity on the Application record - this makes it easier to track communications between your organization and the applicant. 

INSERT IMAGE

* Select Progress Report from the activity drop-down and specify the configuration for the new activity under the Scheduling tab (visual example shown in Task 2).

* Select the Final Report from the activity drop-down. 

* In this case you only want to generate a single Final Report, so you will not need to configure any fields under the scheduling tab. 

* Task Type → Create New Activity 

* In this case you only want to generate a single Contract, so you will not need to configure any fields under the scheduling tab. 

: → You can also generate a contract through the '''Generate PDF task''' - but you will not be able to alter the document once the PDF is created. By creating a contract activity, you are able to make adjustments to the contract's content.

'''Task 7 - Update Approved Date - '''