Siebel Life Sciences Guide > Communicating with Customers for AECM >
Setting Up Proposals, Correspondence, and Presentations
Siebel Proposals, Correspondence, and Presentations allow your employees to create documents based on templates that you create in Microsoft Office. This task is a step in Process of Customer Communication in AECM. To set up proposals, correspondence, and presentations
- See Applications Administration Guide for how to:
- Install the Document Server.
- Install the correct version of Microsoft Office.
- Create field mappings.
- For proposals and correspondence, create template files in Microsoft Word.
- For presentations, create template files in Microsoft PowerPoint.
- Add the templates to the Siebel application.
|
Set the Category Field to |
Proposal |
Product Issue Proposal |
Presentation |
Product Issue Presentation |
|