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(Optional) Adding Insertion Templates into Correspondence Templates

The Siebel Correspondence file insertion feature enables you to insert one or more files (insertion templates) into a correspondence template. These insertion templates can be in Word, text, or HTML files.

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

You can add as many insertion templates into a correspondence template as necessary. The file name for each insertion template must be unique, and you must insert each insertion template into the correspondence template independently. You cannot nest insertion templates. For example, you can insert File1.doc, File2.doc, and File3.doc into a FollowUp.doc template. But, you cannot insert File1.doc into File2.doc, and then insert File2.doc into FollowUp.doc.

This task is a step in Process of Setting Up and Using Correspondence.

To add an insertion template into a correspondence template

1. If it does not already exist, create the insertion template using Microsoft Word.

   Make sure that the insertion template does not contain merge fields, code, or macros.

2. Open the correspondence template to which to add the insertion template.
3. Insert a separate line with the following command at the location where the insertion template is to appear:

   [[File Name]]

   Do not include the file extension. For example, if insertion template is File1.doc, enter [[File1]].

4. Save the file with a DOC file extension, and close it.