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Setting Up Templates for the Auto Document Feature of Siebel Communications
Administrators must set up agreement templates for the Auto Document feature to work properly. To set up a template for the Auto Document feature
- Navigate to the Administration - Document screen, then the Proposal Field Mappings view.
- In the Business Objects list, add a record for the mapping information.
- In the Business Object field, select Service Agreement.
- In the link bar, click Proposal Templates.
- In the Templates list, add a record, and complete the necessary fields.
Some fields are described in the following table.
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Default |
Select this check box if you want to designate this template as the default template. NOTE: The Auto Document feature works only if you designate an agreement template as the default template.
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Category |
Select Agreement. |
Mapping Name |
Select the name that you created. |
Template File Name |
Select the template file to use. |
Verifying Templates Appear as Agreement Templates
To verify that a template appears as an agreement template, follow this procedure. To verify the template appears as an agreement template
- Navigate to the Agreements screen, then the Documents view.
- In the Documents list, add a record.
- In the Template drop-down list, verify that the template appears as an option.
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