Setting Up Proposals, Correspondence, and Presentations

Siebel Proposals, Correspondence, and Presentations allow your employees to create documents based on templates that you create in Microsoft Office.

This task is a step in Process of Customer Communication for Adverse Events and Complaints Management.

To set up proposals, correspondence, and presentations

1. Install the Document Server.

2. Install the correct version of Microsoft Office.

3. Create field mappings.

4. For proposals and correspondence, create template files in Microsoft Word.

5. For presentations, create template files in Microsoft PowerPoint.

6. Add the templates to the Siebel Business Application.

   • Proposal. For Proposal templates, set the category field to Product Issue Proposal.

   • Presentation. For Presentation templates, set the category field to Product Issue Presentation.

For information on setting up proposals, correspondence, and presentations, see Siebel Correspondence, Proposals, and Presentations Guide.