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Creating Components for Proposal Templates

The next step in developing your template is to create components, which are the text pieces that make up the body of your proposal.

A component is a Microsoft Word document that includes standard text and personalized data. For example, a cover letter component includes your standard cover-letter text and personalized data such as the name and address of the contact to whom the letter is addressed.

To create a component, you type the standard text and then create bookmarks, or Microsoft Word placeholders for custom data. When a sales representative generates a proposal, these bookmarks will be replaced with data from the Siebel application.

NOTE:  The following procedures may vary slightly, depending on your version of Microsoft Word. Microsoft Word 2003 is supported for Siebel 7.5.3, 7.7.2 and 7.8. If you are using Microsoft Word 2003, begin with the procedure To create a component with bookmarks in Microsoft Word 2003. If you are not using Microsoft Word 2003, begin with the procedure To create a component with bookmarks in Microsoft Word versions other than 2003.

To create a component with bookmarks in Microsoft Word 2003

1. In Microsoft Word, create a new document and do one of the following:
   1. Select an item to which you want to assign a bookmark.
   2. Click where you want to insert a bookmark.
2. From the Insert menu, choose Bookmark.
3. In the Bookmark dialog box, in the Bookmark name field, enter or select a name for the bookmark.

   NOTE:  Bookmark names must begin with a letter and may contain numbers if desired. They cannot include spaces. You can use the underscore character to separate words.
4. Click Add.
5. From the Insert menu, choose Field.
6. From the Categories drop-down list, click Links and References, and then click Ref in the Field names list.
7. Click the Field Codes button.

   REF appears in the Field codes field.

8. In the Field codes field, enter the name of your bookmark after REF.

   For example, you might type Company for company name, so that the Field codes field contains:

   REF Company

   NOTE:  If the text inserted into a bookmark contains double quotes ("), the inserted text will automatically be preceded by a backslash (\). If you do not want the backslash to appear in the inserted text, change the double quotes to single quotes in the Siebel software.

9. Note the name of the bookmark; you will need it when you map the bookmark to a Siebel field name.
10. Select the Preserve formatting during updates check box if you want to maintain the format of the merged text.
11. Click OK to insert the field.
12. Repeat Step 2 through Step 11 to add bookmarks for every field you want to insert in the text.

    NOTE:  If the same field is being inserted in several places, you can copy its bookmark and paste it into other parts of the document.

13. Save the component document as a DOC file.

To create a component with bookmarks in Microsoft Word versions other than 2003

1. In the Microsoft Word document, enter the standard text that belongs in this component.
2. Place the cursor where you want to create a bookmark, and choose Insert > Field.
3. Click Links and References in the Categories list, and then click Ref in the Field Names list.

   REF appears in the Description field.

4. In the Comments box, enter the name of your bookmark after REF.

   For example, you might type Company for company name, so that the Comments box contains:

   REF Company

   The bookmark name must begin with a letter; it cannot begin with a number.

   NOTE:  If the text inserted into a bookmark contains double quotes ("), the inserted text will automatically be preceded by a backslash (\). If you do not want the backslash to appear in the inserted text, change the double quotes to single quotes in the Siebel software.

5. Note the name of the bookmark, because you will need it when you map the bookmark to a Siebel field name.
6. Select the Preserve formatting during updates check box if you want to maintain the format of the merged text.
7. Click OK to insert the field.

   In your document, the following message appears:

   Error! Reference source not found.

   This message is Word's normal bookmarking convention. The error text will be replaced by appropriate data at the time of draft generation.

8. Repeat Step 2 through Step 7 to add bookmarks for every field you want to insert in the text.

   NOTE:  If the same field is being inserted in several places, you can copy its bookmark and paste it into other parts of the document.

9. Save the component document as a DOC file.