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Inserting Files into Correspondence Templates

The Siebel Correspondence file insertion feature allows you to insert one or more files into a correspondence template.

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

The administrator or user may add a comment indicating that the file is an insert template that should be used by mail merge and inserted into other documents.

You may insert as many files into a correspondence template as necessary. Each file name must be unique.

Each file must be inserted into the correspondence template independently. Insertion files can 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.

You may insert a file template into a public template created by an administrator or a personal template created by a user. Only Microsoft Word files are inserted into Microsoft Office templates. This process is described below.

To insert a file into a correspondence template

  1. Create the file insert template.
    1. Using Microsoft Word, create the insert template.
    2. Under the Document Administration Screen, the Correspondence Templates view, add a new record and add the new insert template.
  2. Open the Correspondence Template in which the new template file is to be included.
  3. Insert a separate line with the following command at the location where the insert template is to be displayed:

    [[File Name]]

    Here, File Name is the name of the file created in Step 1.

  4. Save the Correspondence Template locally and then reload the template back into the Correspondence Template View.

    At run time, the new insert template will merge with the Edited Correspondence Template.


 Applications Administration Guide
 Published: 09 September 2004