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Creating and Printing an Agreement Document in Siebel Energy (End User)
End users can prepare and print an agreement for use as a contract document. To create and print an agreement document
- Navigate to the Agreements screen.
- From the Show drop-down list, select All Agreements.
- In the Agreements list, select an agreement.
- Click the Documents view tab.
- In the Documents list, click Auto Document.
Some fields are automatically populated.
NOTE: If you receive an error message about a template, check the template setup. For instructions, see Setting Up Templates for the Auto Document Feature of Siebel Energy.
- If necessary, complete or modify the fields.
Some fields are described in the following table.
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Draft Name |
Filename for the generated agreement. |
Name |
Name of the agreement document record. |
Template |
Template on which to base the agreement. |
- In the Documents list, click Generate Draft.
Siebel Energy assembles the standard agreement sections into a Microsoft Word file according to the template you selected, and inserts specific information from the current agreement record. A Microsoft Word application window appears with the draft agreement displayed.
- Edit and print the Word document, as necessary.
- Save the Word document.
The document is automatically associated with the agreement record.
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