Siebel Correspondence, Proposals, and Presentations Guide > Batch Printing >

Performing Batch Printing (End User)

To batch print, end users select correspondence items in the Correspondence screen, click the menu button, and then click Print. The Print menu item is active only 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, administrators can configure server-based printing in addition to (or instead of) client-based printing. Check with the system administrator to determine the available print methods.

Preparing for Client-Based Batch Printing

To prepare for client-based batch printing, perform the tasks in this topic. When you use client-based batch printing, the Siebel application 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 tasks are complete:

• Install Microsoft Word on the client system.
• Configure Internet Explorer to start Microsoft Word.
• Configure the default printer for your desktop.

NOTE:  The options in the following procedures can vary depending on the version of Microsoft Office you use.

To configure Internet Explorer to enable client-based batch printing

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

   The security zone Siebel uses is highlighted (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:

   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, and in the Internet Options dialog box, click OK.

Complete the following procedure to add a printer connection to your desktop.

To add a printer connection to your desktop

1. Navigate to Start, Settings, and then Printers.
2. Double-click the Add Printer icon.
3. On the Welcome screen, click Next.
4. In the Local or Network Printer screen, select Network Printer, and 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 click Next.
7. In the Default Printer screen, select either Yes or No, and click Next, and click Finish.

Complete the following procedure to change the default printer.

To change the default printer for client-based batch printing

1. Navigate to Start, Settings, and then Printers.

   The current default printer is marked with a check mark.

2. In the printer list, right-click the printer and select Set as Default.

Printing Documents Using Client-Based Batch Printing

Complete the procedure in this topic to print documents using client-based batch printing.

To print documents using client-based batch printing

1. Close files that are open in Microsoft Word.
2. Navigate to either the Correspondence or Fulfillment screen.
3. Select one or more records in the Correspondence list.

   The selected records must have a Document Status field value of Completed.

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

   The selected documents are printed on the default printer.

Preparing for Server-Based Batch Printing

To prepare for server-based batch printing, perform the task in this topic. Server-based batch printing sends a printing request to Oracle's Siebel Document Server. The document is then sent to the printer specified in the User Preferences screen. If you do not specify a printer, the document is printed on the default printer that the system administrator configures.

To specify a printer for server-based batch printing

1. Navigate to the User Preferences screen, then the Correspondence view.
2. In the Default Printer field, enter the network name of the printer for correspondence.

   The network name contains both the printer server name and the printer name as follows:

   \\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 click Save.

   The system administrator can provide you with a list of printer drivers and their associated printer types. Select the printer driver associated with the printer used for correspondence.

Printing Documents Using Server-Based Batch Printing

Complete the procedure in this topic to print documents using server-based batch printing.

To print documents using server-based batch printing

1. Navigate to either the Correspondence or Fulfillment screen.
2. Select one or more records in the Correspondence list.

   The selected records must have a Document Status field value of Completed.

3. In the Correspondence list, click the menu button, and click Print.

   The selected documents are printed on the default printer.