Siebel Correspondence, Proposals, and Presentations Guide > Correspondence >

Process of Setting Up and Using Correspondence

To set up and use correspondence, perform the following tasks:

1. Creating and Updating the SIEBEL.HTML File
2. Creating Correspondence Templates in Microsoft Word
3. (Optional) Adding Insertion Templates into Correspondence Templates
4. Creating Records for Correspondence Templates in the Siebel Application
5. Configuring Additional Merge Fields For Correspondence Templates
6. Generating Correspondence