Applications Administration Guide > Proposals >

Adding Components to Template Sections

Now that you have defined the structure of your document, you must specify the location of the component documents that will probably make up the bulk of your proposal.

For sections that draw on data from a Siebel database (such as Chart and Report), you have specified all the information necessary for Siebel Proposals to generate the appropriate contents. However, the component documents, which you created earlier in Word, are not part of the proposal until you add them to the appropriate sections.

NOTE:  Components can be added to any kind of section (not just a File section), and a section can contain multiple components.

To add a component to a proposal template

  1. From the application-level menu, choose View > Site Map > Document Administration > Proposal Templates.
  2. In the Templates Explorer, in the left frame, click the + icon next to the template to which you want to add a component.
  3. Click the + icon next to the Sections folder.
  4. Click the + icon next to the particular section that will include a component.

    The Sections, Related Table, and Components folders appear.

  5. Click the + icon for the Components folder.

    The Components list appears on the right.

  6. In the Components list, add a new record.

    The Add Sales Tools dialog box appears.

  7. In the Add Sales Tools dialog box, select the component you want to add and click Add. If your component does not appear in the list, click New to add it. In the new entry applet, complete the fields as described in Step 9.

    A new record is added to the Components list.

  8. In the Components list, select the new record, and then click the Edit button.
  9. Complete the fields, as described in the following table.
    Field
    Comments
    Name
    Enter a name for the component.
    File Name
    This field was filled in automatically when you selected a file from the Add Sales Tool dialog box.
    Sequence
    Specify the order in which this component should appear in the section.
    Condition
    Enter a condition and this component will be displayed only when the condition is true.

 Applications Administration Guide
 Published: 09 September 2004