Siebel Correspondence, Proposals, and Presentations Guide > Correspondence >

Process of Setting Up and Using Correspondence

To set up and use correspondence, perform the following tasks:

• 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