Creating a Commitment Request
To create a new Commitment Request click the + Add New button in the upper right of the Commitments area.
Add the required information to the Commitment Request and then click Save as Draft to save the Commitment Request in Draft status, or click Save & Send to immediately send all Commitment Requests to the selected Recipients.
Editing a Commitment Request
Before the Commitment Request is sent, it can be edited by clicking the Options menu and selecting the Edit option. The Commitment Request can also be Canceled, which will keep the Commitment Request viewable by the Organization that created it from within the Commitments area.
Sending Commitment Requests
If Save as Draft was clicked after creating the Commitment Request, they will be saved in Draft status and can be sent by clicking Publish & Send on each Commitment Request. Or, all Commitment Requests can be sent after creating them by clicking Save & Send, which will immediately send all Commitment Requests to the Recipients.
Note: Multiple Commitment Requests can be sent at once using the Batch Actions on the display grid in the Commitments area. Please see Batch Actions for Commitments for more information.
When a Commitment Request is sent, the Recipient receives an email notification alerting them that they have received a new Commitment Request, which can be accessed from their Verivend account by clicking the Get Started button in the email notification.