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Creating Correspondence Templates in Microsoft Word

To create a correspondence template in Microsoft Word, you can use the following documents:

• An existing Microsoft document, for example a company form letter. Make sure that the document does not contain any merge fields not defined in SIEBEL.HTML, any code, or any macros.
• A new, blank Microsoft Word document.

You can add merge fields (defined in the SIEBEL.HTML file) to Microsoft Word documents. For information about the support versions of Microsoft Word, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

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

To create a template and add merge fields in Microsoft Word

1. Copy the current version of the SIEBEL.HTML file to your local hard drive, for example, to the My Documents directory.
2. In Microsoft Word, create a new document or open the document that you want to use as the starting point for the correspondence template.
3. Add and edit the text in the document as required.
4. Use the mail merge feature in Microsoft Word to add merge fields to the document.

   The SIEBEL.HTML file is the data source. For more information about using the mail merge feature, see the online help for Microsoft Word.

   CAUTION:  After you add the merge fields, you must restore the document to normal node. If you do not restore the document to normal mode, the Document Server can stop responding when correspondence is generated.

5. Save the file with a DOC file extension, and close it.