SALESXPRESS - TEST CASE 13

TEST CASE STEPS:

  1. Open existing Home Selection record (or create a new one)
  2. Put the Contract into Reserved (or higher) Status
  3. Navigate to the Generate tab
  4. Select Download PDF (generate pdf using templates)
  5. Select Classic Templates
  6. Select an Available Template
  7. Select (or Deselect) Parameters 
  8. Add Selections
  9. Add PDF document using Device (upload from local drive)
  10. Add Selections
  11. Confirm Template(s) show in Envelope Content section
  12. Print
  13. Review generated pdf contract

EXPECTED RESULTS:

  1. Tester can generate pdf document
  2. Tester can upload pdf supporting documents
  3. Tester can select parameters for Classic Template

Below is the DATA seen while executing testing:

  1. Digital Signings* (DocuSign not set up)
  2. Templates

See attached for DATA ITEMS specific to your Region/Business Unit:

E.g., Community = 51919.41 PORT AND MILL

 

Job function Sales Administrator, Area Sales Managers
Summary This test is to confirm the Generate Documents functionality in the Sales Agent Portal
Pre-Conditions Home Selection exists; Prospects created in SX, Login Credentials;