Applications Administration Guide > Proposals >

Adding Components to Proposal Template Sections

Now that you have defined the structure of your document, you must specify the location of the component documents that will probably make up the bulk of your proposal.

For sections that draw on data from a Siebel database (such as Chart and Report), you have specified all the information necessary for Siebel Proposals to generate the appropriate contents. However, the component documents, which you created earlier in Word, are not part of the proposal until you add them to the appropriate sections.

NOTE:  Components can be added to any kind of section (not just a File section), and a section can contain multiple components.

This task is a step in Process of Creating Proposal Templates.

To add a component to a proposal template

1. Navigate to the Administration - Document screen > Proposal Templates view.
2. In the Templates Explorer, in the left frame, click the plus sign (+) next to the template to which you want to add a component.
3. Click the plus sign (+) next to the Sections folder.
4. Click the plus sign (+) next to the particular section that will include a component.

   The Sections, Related Table, and Components folders appear.

5. Click the plus sign (+) next to the Components folder.

   The Components list appears on the right.

6. In the Components list, create a new record.
7. In the Add Sales Tools dialog box, select the component you want to add and click Add.
8. If your component does not appear in the list, click New and complete the fields as described in the following table.

   Field	Comments
   Name	Enter a name for the component.
   File Name	This field was filled in automatically when you selected a file from the Add Sales Tool dialog box.
   Sequence	Specify the order in which this component should appear in the section.
   Condition	Enter a condition and this component will be displayed only when the condition is true.