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Siebel eCommunications Guide > Agreements and Entitlements >
Setting Up Templates for the Auto Document Feature (Administrator)
Administrators must set up agreement templates for the Auto Document feature to work properly.
To set up a template for the Auto Document feature
- From the application-level menu, choose View > Site Map > Document Administration > Proposal Field Mapping.
- In the Business Objects list, add a record for the mapping information.
- In the Business Object field, select Service Agreement.
- Complete the necessary fields, and click Save.
- From the Show drop-down list, select Proposal Templates.
- In the Templates list, add a record and complete the necessary fields:
- In the Mapping Name field, select the name you just created.
- In the Default field, select the check box if you want to make this template the default one.
NOTE: You must designate one agreement template as the default for the Auto Document feature to work.
- In the Category field, select Agreement.
- In the Template File Name, select the template file to use.
To verify the template appears as an agreement template
- Navigate to the Agreements screen.
- Click the Documents view tab.
- In the Documents list, add a record.
- In the Template drop-down list, verify that the template appears as an option.
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Siebel eCommunications Guide Published: 23 June 2003 |