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Editing a Correspondence Template

You can edit an existing template to add a different personal message to each correspondence request. By editing the template you only modify the template for the selected Correspondence request. Only an administrator can make a global change to a template.

To open and edit an existing template

  1. Navigate to the Correspondence screen.
  2. In the Correspondence list, click New.
  3. In the new correspondence record, click the select button in the Template field.
  4. In the Pick Template dialog box, choose a template, and then click OK.
  5. Drill down on the hyperlink in the Template field to open the template in Microsoft Word.
  6. In Microsoft Word, edit the template, and then select Save As to save the edited template to your desktop or to a shared network folder.
  7. In the Correspondence record, click select in the Modified Template field to browse and add your edited template to the Correspondence record.

Inserting Templates into Correspondence Templates

You can insert one or more templates into your correspondence template. For instance, if you have a description of your company that you want to include in many correspondence templates, you can type this description in a separate file and insert the text into the correspondence you send. You can insert as many files into a correspondence item as you want, but each file name must be unique.

Your Siebel application supports inserting one level of files, but you cannot insert nested files. For instance, you can insert files called File1.doc, File2.doc, and File3.doc into a template called FollowUp.doc, but you cannot insert File1.doc into File2.doc and then insert File2.doc into FollowUp.doc. Each file must be inserted into the correspondence template independently.

The template into which you insert the file can be a public template created by an administrator, or a personal template that you created. Only Microsoft Word files can be inserted into Microsoft Office templates.

To insert a file into a correspondence template

  1. Navigate to the Correspondence screen, and create a correspondence record.

    2. For more information, see To create correspondence.

  2. In the Template Name field, choose the file that you want to insert.
  3. Drill down on the hyperlink in the Template field to open the template in Microsoft Word.
  4. Within the template file, locate a separate line at the location where the file should be inserted, and then enter the following text.

    5. [[<File Name>]]

    [[<File Name>]] is the name of the inserted file. The file name must have the same name as the template into which it is inserted.

  5. Save the modified template to your desktop or on a shared network drive.
  6. In the Modified Template field, select the modified template.
  7. Click Generate.

    8. When you generate the correspondence, the file is merged into the correspondence.


 Siebel Sales User Guide 
 Published: 18 April 2003