Siebel Communications Guide > Agreements and Entitlements in Siebel Communications >
Creating and Printing an Agreement Document in Siebel Communications (End User)
End users can prepare and print an agreement for use as a contract document. To create and print an agreement document
- Navigate to the Agreements screen, then the Agreement List view.
- From the Show drop-down list, select All Agreements.
- Drill down on the name of the agreement.
- Click the Documents view tab.
- In the Documents view, complete the following steps:
- In the Documents list, click Auto Document.
Some fields are automatically populated.
NOTE: If you receive an error message about a template, then check the template setup. For more information, see Setting Up Templates for the Auto Document Feature of Siebel Communications.
- If necessary, complete or modify the fields.
Some fields are described in the following table.
|
|
Name |
Type the name of the agreement document record. |
Template |
Select the template on which to base the agreement. |
Draft Name |
Select a file for the draft of the agreement. |
- In the Documents list, click Generate Draft.
The standard agreement sections are assembled into a Microsoft Word document according to the template you select, and specific information from the current agreement record is inserted into the document. A Microsoft Word application window appears showing the draft agreement.
- Edit and print the Word document as necessary, and then save it.
The document is automatically associated with the agreement record.
|