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Siebel Correspondence, Proposals, and Presentations Guide
What's New in This Release
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Document Server
About the Document Server
About Obtaining the Required Hardware for the Document Server
Process of Setting Up the Document Server
Installing the Siebel Server for the Document Server
Installing Microsoft Office Applications on the Document Server
Enabling the Component Group for the Document Server
Setting MaxTasks Parameters for the Document Server
About Synchronizing Components for the Document Server
(Optional) Configuration for the Document Server
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Correspondence
About Siebel Correspondence
Scenario for Correspondence
Process of Setting Up and Using Correspondence
Creating and Updating the SIEBEL.HTML File
Creating Correspondence Templates in Microsoft Word (Admin and End User)
(Optional) Inserting Files into Correspondence Templates
Creating Correspondence Template Records in the Siebel Application
Generating Correspondence (End User)
Configuring Additional Merge Fields For Correspondence Templates
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Proposals
About Siebel Proposals
System Requirements for Siebel Proposals
Process of Creating Proposal Templates
Creating Proposal Template Documents in Microsoft Word
Planning the Proposal Template
Creating a Styles Document
Creating Components for Proposal Templates
Creating Records for Proposal Templates
Defining Proposal Template Sections
Adding Components to Proposal Template Sections
Using Conditions in Proposal Templates
Defining Proposal Field Mappings
Creating a Mapping
Mapping the Fields
Associating a Mapping with a Proposal Template
Creating the Proposal Library
Allowing Users to Display Proposals in HTML Format
Scenario for Generating Proposals (End User)
Process of Generating Proposals (End User)
Creating a Proposal (End User)
Generating a Proposal Draft (End User)
Modifying and Adding Content to a Proposal (End User)
Viewing the Structure of a Proposal
Adding Content to the Proposal
Changing the Order of Sections in a Proposal
Adding Components to a Proposal
Modifying a Proposal Component
Printing a Proposal (End User)
Locking a Proposal (End User)
Sample Proposal Data: Field Mappings and Templates
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Presentations
About Siebel Presentations
System Requirements for Siebel Presentations
Process of Creating Presentation Templates
Creating Template Slides in Microsoft PowerPoint
Creating a Record for the Presentation Template
Defining Presentation Template Sections
Adding Components to Presentation Template Sections
Using Conditions in Presentation Templates
Defining Presentation Field Mappings
Creating a Mapping
Mapping the Fields
Associating a Mapping with a Presentation Template
Creating the Presentation Library
Allowing Users to Display Presentations in HTML Format
About Generating Presentations (End User)
Scenario for Generating Presentations (End User)
Process of Generating Presentations (End User)
Creating a Presentation (End User)
Generating a Presentation Draft (End User)
Modifying Presentation Structure and Adding Content (End User)
Viewing the Structure of a Presentation
Adding Content to the Presentation
Changing the Order of Sections in a Presentation
Adding Components to a Presentation
Modifying a Presentation Component
Printing a Presentation (End User)
Locking a Presentation (End User)
Sample Presentation Templates
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Fulfillment Centers
About Fulfillment Centers
Process of Setting Up and Using Fulfillment Centers
Adding a Fulfillment Center Record
Giving the Fulfillment Center Access to Siebel Correspondence and Siebel Proposals
Sending Correspondence to a Fulfillment Center
Monitoring Fulfillment Requests
Recalling Submitted Correspondence
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Batch Printing
About Batch Printing
Setting Up Batch Printing for Administrators and Users
Batch Printing Instructions for Administrators
Configuring Printers for Server-Based Batch Printing
Batch Printing Instructions for End Users
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