Siebel Sales User Guide > Correspondence >

Generating Correspondence

After you have created a correspondence item from a template, and selected or added recipients, you can generate your correspondence. The Generate button is disabled after a correspondence is queued.

NOTE:  You cannot edit and regenerate a document that has already been generated. Instead, specify modified document templates in the Modified Template field.

To generate correspondence

If you are creating correspondence using the Siebel Web client (network connection), follow Step 1 through Step 4.

If you are creating correspondence in a Mobile Web Client environment (remote) and have the Mobile Web Client installed locally on your computer, follow Step 1 through Step 3.

  1. In the Correspondence list, create a correspondence record.

    2. For more information, see To create correspondence.

  2. Associate a recipient with the selected correspondence record.

    3. For more information, see To add a recipient to correspondence.

  3. In the Correspondence list, select the correspondence, and then click Generate.

    4. A draft of the letter appears automatically if you are using the Mobile or Dedicated Web client.

    To preview the letter with the Siebel Web client, see Previewing Letters and Labels.

  4. Click Update to see an updated status of the generation process.

    5. The status of the correspondence refreshes when you click Update. Correspondence Status values include In Progress, Generating, Completed, and Failed.

    If the status is Failed, an error message appears in the Document Error or Label Error fields.


 Siebel Sales User Guide 
 Published: 18 April 2003