Siebel Field Service Guide > Agreements > Agreements Screen >

Documents View


The Documents view automatically generates documents required to implement a service agreement; for example, subcontractor agreements and work orders. For information about how to create document templates, see the chapter on proposals in Applications Administration Guide. Table 61 describes items in the Documents view.

Table 61.  Selected Item in the Documents View
Item
Description

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.

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