Siebel Correspondence, Proposals, and Presentations Guide > Presentations >

Generating a Presentation Draft (End User)

After creating a presentation, end users can generate a presentation draft. The draft is a presentation that end users can edit if Microsoft PowerPoint is installed on their computers. If Microsoft PowerPoint is not installed, end users can view the presentation, and they can add sections and change the order of sections, but they cannot edit slides.

End users creating a presentation in a Siebel Web Client environment (network connection), can follow all of the steps in the procedure in this topic. End users creating a presentation in a Siebel Mobile Web Client environment (remote), and who have the Siebel Mobile Web Client installed locally, can omit Step 4.

This task is a step in Process of Generating Presentations (End User).

To generate a presentation draft

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
3. Click the Presentations view tab, select the presentation in the Presentations list, and click Generate Draft.

   The Status field changes to a value of In Queue, and a draft of the presentation is created if you are working in a Siebel Mobile Web Client environment (remote).

4. Click Update to generate a presentation draft from the server if you are working in a Siebel Web Client environment.

   The status of the presentation refreshes. Status field values include In Progress, Generating, Completed, and Failed.