Applications Administration Guide > Proposals > Modifying and Adding Content to a Proposal (End User) >

Modifying a Proposal Component

End users can modify a component file if they have Microsoft Word for Proposals installed locally on their computer. End users must have the same application that was used to create the component.

To modify a component

1. Navigate to the Opportunities screen > Opportunities List view.
2. Drill down on the opportunity associated with the proposal.
3. Click the Proposals view tab, and in the Proposals list, drill down on the hyperlink in the Name field of the proposal you want to edit.
4. In the Proposal Table of Contents explorer, click the plus sign (+) next to the proposal.
   1. Click the plus sign (+) next to the Sections folder.
   2. Click the plus sign (+) next to the section where you want to add a new file from the Encyclopedia.
   3. Click the plus sign (+) next to the Components folder.
5. In the Components list, select the component, and then drill down on the File Name hyperlink.
6. In the File Download dialog box, click Open to begin editing the file. Make any necessary edits and do one of the following:
   1. Click Save to save the file. If the Local check box is selected for this component, the file will be updated in the Siebel application.
   2. Click Save As to save the file to your local hard drive and then:
      • In the Components list, select the component (saved locally), click Edit, and locate the modified component.
      • Select the modified component, and then add it.

        The old component is replaced with the new one.