Siebel Field Service Guide > Agreements > Process of Creating Agreements >

Creating Documents for Agreements, Quotes, and Orders

Field Service can automatically generate documents required to implement a service agreement; for example, subcontractor agreements and work orders. For information about how to create document templates using Siebel Proposals see Siebel Correspondence, Proposals, and Presentations Guide.

To generate an agreement document

1. Navigate to the Agreements screen > List view.
2. Drill down on the Name field for a selected agreement record.
3. Click the Documents view tab.
4. Create a new record and complete the fields as appropriate.

   Some fields and buttons are described in the following table.

   Field	Comments
   Auto Document	Command and button. Creates a new record from the default document template.
   Generate Draft	Command. Creates a draft document and opens it in Microsoft Word or Lotus WordPro.
   Local	Indicates this document is stored locally. This field is for information only; there is no associated code.

5. Click Generate Draft.

   The system launches Microsoft Word or Lotus WordPro and displays a draft agreement.

   Alternatively, you can click Auto Document to create a standard document from the default template.

To generate an order document

1. Navigate to the Service Order or Sales Order screen > List view.
2. Drill down on the Order # field for a selected order record.
3. Click the Documents view tab.
4. Create a new record and complete the fields as appropriate.
5. Click Generate Draft.

   Alternatively, you can click Auto Document to create a standard document from the default template.

To generate a quote document

1. Navigate to the Quotes screen > List view.
2. Drill down on the Name field for a selected quote record.
3. Click the Documents view tab.
4. Create a new record and complete the fields as appropriate.
5. Click Generate Draft.

   Alternatively, you can click Auto Document to create a standard document from the default template.