Siebel Sales User Guide > Correspondence >

Batch Printing Correspondence

To batch print, you select correspondence items in the Correspondence screen list, click the menu button, and then choose Print. The Print menu item is only active if the selected correspondence record has a value of Completed in the Document Status field.

The Print menu item in the Correspondence and Fulfillment screens is configured for client-based printing. However, your administrator can configure server-based printing in addition to (or instead of) client-based printing.

Check with your system administrator to determine which print method is available.

Preparing for Client-Based Batch Printing

When you use client-based batch printing, Siebel Sales launches Microsoft Word on your client system. The application retrieves the document from the Siebel File System and prints it to the default printer configured for your desktop session. Before using client-based batch printing, verify that the following prerequisites are completed:

To configure Internet Explorer to allow client-based batch printing

  1. Start Internet Explorer and log in to the Siebel Sales application.
  2. In the Internet Explorer, select Tools > Internet Options.
  3. Select the Security tab, and then choose Custom Level.

    4. The security zone used by Siebel is highlighted (either Local intranet, or Trusted). Verify that any other URL in this zone can be trusted with extra security privileges.

  4. In the Security Settings dialog box, locate the following option:

    5. Initialize and script ActiveX controls not marked safe

  5. Change the option setting to either Enable or Prompt, and click OK.
  6. Click Yes to answer the question, Are you sure you want to change the security for this zone?
  7. In the Internet Options dialog box, click OK.

To add a printer connection to your desktop

  1. Select Start Menu > Settings > Printers.
  2. Double-click the Add Printer icon.
  3. Click Next on the Welcome screen.
  4. In the Local or Network Printer screen, select Network Printer, and then click Next.
  5. In the Locate Your Printer screen, select Type the Printer Name.
  6. Enter the network name of the printer, or click Browse and select the printer, and then click Next.
  7. In the Default Printer screen, choose either Yes, or No, and then click Next.
  8. In the Completing the Add Printer Wizard screen, click Finish.

To change the default printer

  1. Select Start Menu > Settings > Printers.

    2. The current default printer is marked with a check mark.

  2. Select a new default printer by right clicking on the desired printer and choosing Set as Default.

To print documents using client-based printing

  1. Close files that are open in Microsoft Word.
  2. From the Siebel Sales application-level menu, choose View > Site Map > Correspondence or Fulfillment.
  3. In the Correspondence list, select one or more records.

    4. Each selected correspondence record must have a Document Status of Completed.

  4. In the Correspondence list, click the menu button, and then select Print.

    5. The selected documents are printed to the default printer.

Preparing for Server-Based Batch Printing

Server-based batch printing sends a printing request to the Siebel Document Server. The document is then sent to the printer specified in User Preferences. If you do not specify a printer, the document is printed on the default printer configured by the System Administrator.

To specify a printer for server-based batch printing

  1. From the application-level menu, choose View > Site Map > User Preference > Correspondence.
  2. In the Default Printer field, enter the network name of the printer used for Correspondence.

    3. The network name should contain both the printer server name and the printer name as shown in the following example.

    \\printer_server_name\printer_name

  3. In the Printer Driver field, enter the name of the printer driver used to generate an intermediate file during the printing process, and then click Save.

    4. The System Administrator should provide you with a list of printer drivers and their associated printer types. Select the Printer Driver associated with the printer you previously specified in Step 2.

To print documents using server-based printing

  1. From the application-level menu, choose View > Site Map > Correspondence or Fulfillment.
  2. Select one or more records in the Correspondence list.

    3. Selected correspondence must have a Document Status of Completed.

  3. In the Correspondence list. click the menu button and then select Print.

    4. The selected documents are printed to the default printer specified in User Preferences.


 Siebel Sales User Guide 
 Published: 18 April 2003