Siebel Correspondence, Proposals, and Presentations Guide > Correspondence >

Creating Correspondence Template Records in the Siebel Application

In order to make the correspondence templates available to the Siebel application, they must be added to the Siebel File System by creating a correspondence template record. There are two views in the Siebel application where correspondence template records can be added:

• Administration - Document screen > Correspondence Templates view. This view is used by the administrator who creates correspondence templates for multiple employees.
• Correspondence screen > Personal Templates view. This view is used by employees who create correspondence templates that are only for their personal use.

TIP:   Remember to create correspondence template records for your insertion templates as well as for your correspondence templates.

NOTE:  You should always perform system administration tasks, such as administration of correspondence templates, against the server database. Although you can perform these tasks against your local database and synchronize, doing so has the potential to cause errors, including data conflicts. In addition, performance problems can result from a large local database, and from routing large numbers of transactions.

This task is a step in Process of Setting Up and Using Correspondence.

To add a template record

1. Navigate one of the following:
   • Administration - Document screen > Correspondence Templates view
   • Correspondence screen > Personal Templates view
2. In the Templates list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Template Name	The name of a correspondence template, label template, or insertion template.
   Language	The language used by the Document Server to render merge fields based on MLOV and Global Data Business Component fields.
   Locale	The locale used by the Document Server to format merged data based on locale-sensitive business component fields, such as phone numbers. If no locale is specified, the application's locale is used.
   Personal	A check mark in this field indicates that the correspondence template is a personal correspondence template, which can only be used by the creator. (This field appears in the Administration - Document screen, but not in the Correspondence screen.)
   Active	Indicates whether or not the correspondence template is available for use. NOTE:  It is recommended that you make the template inactive before modifying it to prevent other users from attempting to use it while you are modifying it. After you have finished your modifications, check the Active field again.
   Request	Allows users to request templates from the server. When a check mark appears in this field, the document is retrieved during the next synchronization session. This field applies only to Siebel Remote users.
   Update File (or Update)	A check mark in this field indicates that mobile users will have their copy of the template to be updated automatically each time the original file is changed (This field appears in the Administration - Document screen, but not in the Correspondence screen.)