Defining Proposal Templates for Group Policies

Proposal Templates with a particular definition allow you to create and manage proposals related to group policies. You define templates using the Administration - Document screen Proposal Templates view.

To create an proposal template for group policies

1. Navigate to Site Map, Administration - Document, and then Proposal Templates.

2. In the Proposal Templates list, add a record.

3. In the Name field, type a name for the template.

4. In the Category field, select Insurance Proposal.

5. Complete the remaining necessary fields.

For more information, see Siebel Applications Administration Guide.