Siebel Healthcare Guide > Managing Group Policies >
Defining Proposal Templates for Group Policies
Proposal Templates with a particular definition allow you to create and manage proposals related to group policies. You define templates using the Administration - Document screen Proposal Templates view. To create an proposal template for group policies
- Navigate to Site Map > Administration - Document > Proposal Templates.
- In the Proposal Templates list, add a record.
- In the Name field, type a name for the template.
- In the Category field, select Insurance Proposal.
- Complete the remaining necessary fields.
For more information, see Siebel Applications Administration Guide.
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