Generate Confirmation Letter
To create a Site Visit Confirmation Letter, follow the steps below
- Navigate to the Site Visit General Information screen by following the steps detailed in the Site Visit Navigation section and click on the +Confirmation Letter link.
- On the Confirmation Letter screen, click on Generate Letter.
- On the Generate Confirmation Letter screen, perform the following on the following
screens and click on the Next button until the last step.
- Select Sections: Switch On or Off the Activities, Attendees, Locations, and Subjects toggle to access the particular sections.
- Select Activities: Select the required activities by clicking on the checkbox.
- Select Attendees: Select the required attendees by clicking on the checkbox.
- Select Locations: Select the required locations by clicking on the checkbox.
- Select Subjects: Select the required subjects by clicking on the checkbox.
- At the last step, click Create.
- Once all the steps have been completed, the confirmation letter is generated and can be viewed on the Confirmation Letter screen.
Note:
CRAs can create confirmation letter at any point of time and specify any date as the Sent Date.
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