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Creating a Personal Correspondence Template

You can create your own letter templates that are not accessible to other users. Although you can create a new template, it is much easier to create a template based on an existing correspondence template. This approach allows you to reuse elements from the existing template, such as a company logo or mail merge fields, in your personal template.

You must have Microsoft Word installed locally to create a personal template.

NOTE:  Mail merge fields are placeholders for information that is merged from your Siebel application into correspondence. Creating new mail merge fields (not copied from a template) is a complex process that requires the assistance of your Siebel administrator.

To create a personal template

  1. Navigate to the Correspondence screen, and from the Show drop-down list, choose Personal Templates.
  2. In the Personal Templates list, click New.
  3. In the new record, click the select button in the Template Name field.
  4. In the Add Attachments dialog box, click Browse in the File Name field.
  5. In the Choose File dialog box, select the document, and then click Open.
  6. In the Add Attachment dialog box, click Add.

    7. The template name appears in the File Name field, and information about the file appears in the Active, Size, Type, and Modified fields.

    This template also appears in your list of templates.

  7. In the Templates list, drill down on the hyperlink in the file name field to view the template.

 Siebel Sales User Guide 
 Published: 18 April 2003