1. Communications Guide
  2. Setting Up Templates for the Auto Document Feature of Siebel Communications

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

  1. Navigate to the Administration - Document screen, then the Proposal Field Mappings view.

  2. In the Business Objects list, add a record for the mapping information.

  3. In the Business Object field, select Service Agreement.

  4. In the link bar, click Proposal Templates.

  5. In the Templates list, add a record, and complete the necessary fields.

    Some fields are described in the following table.

    Field Comments

    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.

    Category

    Select Agreement.

    Mapping Name

    Select the name that you created.

    Template File Name

    Select the template file to use.