Siebel Order Management Guide Addendum for Financial Services > Managing Closing Requirements > Generating Trailing Documents >

Adding Trailing Documents

You can add trailing documents from the Financial Applications screen (or the Line Items view of the sales order) and from the Quotes screen (or the Line Items view of the quote). Use the following procedures to add trailing documents.

To add trailing documents from an order

1. Navigate to the Financial Applications screen, then the Financial Applications list view.
2. Drill down on an application, then navigate to the Trailing Documents view.
3. In the Trailing Documents list, add a record for each trailing document that you want to track.
4. Optionally, associate literature with each trailing document.