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

1. Navigate to the Administration - Document screen, then the Proposal Templates view.
2. In the Templates list, select the record for the template with which you want to associate the mapping.
3. In the Mapping Name field, select the mapping.