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Creating a New Correspondence Template
To add a correspondence template, it is easiest to modify and rename an existing template. The following three procedures step you through this process, in which you:
- Open an existing template file.
- Modify and rename the template in Microsoft Word.
- Add a template record for the new file in Siebel Correspondence.
NOTE: You may create a new correspondence template for a variety of purposes: for a company description, as a mailing label, and so on.
Opening an Existing Template File
To prepare to create a new template, you must drill down on the template link in Siebel Correspondence to open an existing template file.
To open an existing template file
- From the application-level menu, choose View > Site Map > Document Administration > Correspondence Templates.
- In the Templates list, drill down on the Template Name hyperlink.
A dialog box appears asking whether you want to open the file or download it.
- Select Open this file from its current location, and click OK.
Modifying and Renaming the Template
Now that the file has been displayed in Microsoft Word, you use Word's mail merge features to modify its merge fields and then save it under a different name. To modify merge fields, see Changing the Merge Fields of a Correspondence Template File.
Adding a Correspondence Template Record for the New File
Once you have created a new correspondence template in Word, you need to add a record in your Siebel application so your users can access the Word file as a template. Users will see the template in the Template field in the My Correspondence Requests view.
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Applications Administration Guide Published: 09 September 2004 |