Siebel Correspondence, Proposals, and Presentations Guide > Proposals >
Associating Field Mappings with Proposal Templates
After you create a mapping, you must associate it with a template so that it applies to all the components in that template. You can associate a mapping with one or more templates. This task is a step in Process of Creating Proposal Templates. To associate a field mapping with a proposal template
- Navigate to the Administration - Document screen, then the Proposal Templates view.
- In the Templates list, select the record for the template with which you want to associate the mapping.
- In the Mapping Name field, select the mapping.
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