Siebel Communications Guide > Agreements and Entitlements in Siebel Communications >

Setting Up Templates for the Auto Document Feature of Siebel Communications

Administrators must set up agreement templates for the Auto Document feature to work properly.

To set up a template for the Auto Document feature

1. Navigate to the Administration - Document screen, then the Proposal Field Mappings view.
2. In the Business Objects list, add a record for the mapping information.
3. In the Business Object field, select Service Agreement.
4. In the link bar, click Proposal Templates.
5. In the Templates list, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Default	Select this check box if you want to designate this template as the default template. NOTE:  The Auto Document feature works only if you designate an agreement template as the default template.
   Category	Select Agreement.
   Mapping Name	Select the name that you created.
   Template File Name	Select the template file to use.

Verifying Templates Appear as Agreement Templates

To verify that a template appears as an agreement template, follow this procedure.

To verify the template appears as an agreement template

1. Navigate to the Agreements screen, then the Documents view.
2. In the Documents list, add a record.
3. In the Template drop-down list, verify that the template appears as an option.