Generating Documents for Agreements (End User)

You can automatically generate documents required to implement a service agreement (for example, subcontractor agreements and work orders). For more information about how to create document templates using proposals, see Siebel Correspondence, Proposals, and Presentations Guide.

You can automatically generate a document for an order in the Documents view in the List view of the Service Orders or Sales Order screen. You can automatically generate a document for a quote in the Documents view in the list view of the Quotes screen. For information about terms for agreements, see Adding Terms to Agreements (End User).

This task is a step in Process of Managing Agreements.

To generate a document for an agreement

1. Navigate to the Agreements screen, then the List view.

2. Drill down on the Name field for a selected agreement, and click the Documents view tab.

3. Create a new document record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Name	Type the name of the document.
   Template	Select a template for the document.
   Local	Displays a check in the check box to indicate the document is stored locally. This field is for information only, and does not affect other fields or functions.

4. Click Generate Draft.

   Microsoft Word (for example) is launched. A draft agreement is created and appears in Microsoft Word. Alternatively, you can click Auto Document to create a standard document from the default document template.