This process is started by a professional services vendor for whom separate training will be provided. The information here is for the benefit of internal users who need to work with this process.
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Process Map
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Step Descriptions
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1. Start
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The process is started by the Architect Lead who completes the required fields and takes the Submit action.
The next step is PSA Mail Merge.
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2. PSA Mail Merge (System Step)
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The e-Builder system creates a mail merge document using the PSA template and ads it to ...