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(Optional) Inserting Files into Correspondence Templates

The Siebel Correspondence file insertion feature allows you to insert one or more files (called insertion templates) into a correspondence template. These insertion templates can be in Word, text, or HTML files.

You can add insertion templates containing generic content into one or many correspondence templates. For example, you can create a company description in a separate insertion template and then include it in several correspondence templates. If the description changes, you only have to modify the insertion template instead of every correspondence template.

You may add as many insertion templates into a correspondence template as necessary. The file name for each insertion template must be unique and each insertion template must be inserted into the correspondence template independently. Insertion templates may not be nested. For example, you may insert File1.doc, File2.doc, and File3.doc into a template named FollowUp.doc. But, you may not insert File1.doc into File2.doc, and then insert File2.doc into FollowUp.doc.

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

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

To add an insertion template into a correspondence template

1. If it does not already exist, create the insertion template using Microsoft Word. (Make sure that your insertion template does not contain merge fields, code, or macros.)
2. Open the correspondence template to which the insertion template is to be added.
3. Insert a separate line with the following command at the location where the insertion template is to be displayed:

   [[File Name]]

   Do not include the file extension. For example, if insertion template is File1.doc, enter [[File1]].

4. Save the file with a .doc extension and close.