Siebel Correspondence, Proposals, and Presentations Guide
What's New in This Release
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Document Server
About the Document Server
About Obtaining Required Hardware for the Document Server
Process of Setting Up the Document Server
Installing the Siebel Server for the Document Server
Installing Microsoft Office 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
Configuring the Document Server
Correspondence
About Siebel Correspondence
Scenario for Managing Correspondence
Process of Setting Up and Using Correspondence
Creating and Updating the SIEBEL.HTML File
Creating Correspondence Templates in Microsoft Word
(Optional) Adding Insertion Templates into Correspondence Templates
Creating Records for Correspondence Templates in the Siebel Application
Configuring Additional Merge Fields for Correspondence Templates
Generating Correspondence
Proposals
About Siebel Proposals
System Requirements for Siebel Proposals
Process of Creating Proposal Templates
Creating Proposal Template Documents in Microsoft Word
Creating Records for Proposal Templates
Defining Proposal Template Sections
Adding Components to Proposal Template Sections
Using Conditions in Proposal Templates
Defining Proposal Field Mappings
Associating Field Mappings with Proposal Templates
Creating the Proposal Library
Enabling Users to Display Proposals in HTML Format
About Generating Proposals
Scenario for Generating Proposals
Process of Generating Proposals (End User)
Creating Proposals (End User)
Generating a Proposal Draft (End User)
Modifying and Adding Proposal Content (End User)
Printing Proposals (End User)
Locking Proposals (End User)
Samples of Proposal Templates
Samples of Proposal Field Mappings
Presentations
About Siebel Presentations
System Requirements for Siebel Presentations
Process of Creating Presentation Templates
Creating Presentation Template Slides in Microsoft PowerPoint
Creating Records for Presentation Templates
Defining Presentation Template Sections
Adding Components to Presentation Template Sections
Using Conditions in Presentation Templates
Defining Presentation Field Mappings
Associating Field Mappings with Presentation Templates
Creating the Presentation Library
Enabling Users to Display Presentations in HTML Format
About Generating Presentations
Scenario for Generating Presentations
Process of Generating Presentations (End User)
Creating Presentations (End User)
Generating a Presentation Draft (End User)
Modifying and Adding Presentation Content (End User)
Printing Presentations (End User)
Locking Presentations (End User)
Samples of Presentation Templates
Fulfillment Centers
About Fulfillment Centers
Process of Setting Up and Using Fulfillment Centers
Adding Fulfillment Center Records
Providing Fulfillment Center Access to Siebel Correspondence
Sending Correspondence to Fulfillment Centers
Monitoring Fulfillment Requests
Recalling Submitted Correspondence
Batch Printing
About Batch Printing
Setting Up Batch Printing for Administrators and Users
Adding Server Print Menu Items
Configuring Printers for Server-Based Batch Printing
Performing Batch Printing (End User)
