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Managing Documents

After the agent captures all information on the application, he can then generate a custom application form with application data already prefilled by Siebel Finance. He can also attach any additional documents related to the application and send any required correspondence to the customer.

End users may use the following subviews under the Application Document view to manage documentation related to applications:

• Attachment. Attach additional documents related to an application.
• Correspondence. Capture correspondence information including template, recipients, and enclosures. For more information on setting up and generating correspondence, see Applications Administration Guide.
• Documents. Produce custom application form with data prefilled from the Siebel database. For more information on setting up and generating proposals, see Applications Administration Guide.