Siebel Order Management Guide Addendum for Financial Services > Managing Closing Requirements >

Generating Trailing Documents

The sales representative must review trailing documents before submitting the financial services application. The Trailing Documents view lists all documents that the customer (or sales representative) must provide before any further processing can be carried out on the application and before the application can be closed.

When you are certain that you have collected all information for your financial services application, you can generate the trailing documents.

To generate trailing documents from an order

1. Navigate to the Financial Applications screen, then the Financial Applications list view.
2. Drill down on an application, then navigate to the Line Items view.
3. Click Auto Order to generate trailing documents.

   Two new views become available: Trailing Documents and Closing Requirements.

4. Navigate to the Trailing Documents view, then add the documents that you want to track.

For more information about documents, see Adding Trailing Documents.