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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
- From the application-level menu, choose View > Site Map > Document Administration > Proposal Templates.
- In the Templates Explorer, in the left frame, click the + icon next to the template to which you want to add a component.
- Click the + icon next to the Sections folder.
- Click the + icon next to the particular section that will include a component.
- Click the + icon for the Components folder.
- In the Components list, add a new record.
- 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.
- In the Components list, select the new record, and then click the Edit button.
- Complete the fields, as described in the following table.
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Applications Administration Guide Published: 09 September 2004 |