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Creating and Printing an Agreement Document in Siebel Energy (End User)

End users can prepare and print an agreement for use as a contract document.

To create and print an agreement document

  1. Navigate to the Agreements screen.
  2. From the Show drop-down list, select All Agreements.
  3. In the Agreements list, select an agreement.
  4. Click the Documents view tab.
  5. In the Documents list, click Auto Document.

    Some fields are automatically populated.

    NOTE:  If you receive an error message about a template, check the template setup. For instructions, see Setting Up Templates for the Auto Document Feature of Siebel Energy.

  6. If necessary, complete or modify the fields.

    Some fields are described in the following table.


    Draft Name

    Filename for the generated agreement.


    Name of the agreement document record.


    Template on which to base the agreement.

  7. In the Documents list, click Generate Draft.

    Siebel Energy assembles the standard agreement sections into a Microsoft Word file according to the template you selected, and inserts specific information from the current agreement record. A Microsoft Word application window appears with the draft agreement displayed.

  8. Edit and print the Word document, as necessary.
  9. Save the Word document.

    The document is automatically associated with the agreement record.

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