Bookshelf v7.5: Documents View

Siebel Field Service Guide > Agreements > Agreements Screen >

Documents View

The Documents view automatically generates documents required to implement a service agreement; for example, subcontractor agreements and work orders. For information about how to create document templates, see the chapter on proposals in Applications Administration Guide. Table 61 describes items in the Documents view.

Table 61. Selected Item in the Documents View

Item

Description

Auto Document

Command and button. Creates a new record from the default document template.

Generate Draft

Command. Creates a draft document and opens it in Microsoft Word or Lotus WordPro.

Local

Indicates this document is stored locally. This field is for information only; there is no associated code.

Table 61. Selected Item in the Documents View
Item	Description
Auto Document	Command and button. Creates a new record from the default document template.
Generate Draft	Command. Creates a draft document and opens it in Microsoft Word or Lotus WordPro.
Local	Indicates this document is stored locally. This field is for information only; there is no associated code.

Siebel Field Service Guide
Published: 21 April 2003