Contents
1 What's New in This Release
- What’s New in Oracle's Siebel Correspondence, Proposals and Presentations Guide, Siebel CRM 20.4 Update
- What’s New in Oracle's Siebel Correspondence, Proposals and Presentations Guide, Siebel CRM 20.1 Update
- What’s New in Oracle’s Siebel Correspondence, Proposals and Presentations Guide, Siebel CRM 19.10 Update
- What’s New in Oracle's Siebel Correspondence, Proposals and Presentations Guide, Siebel CRM 19.1 Update
2 Document Server
- Document Server
- About the Document Server
- About Obtaining Required Hardware for the Document Server
- Process of Setting Up the Document Server
- Installing the Siebel Server for the Document Server
- Installing Microsoft Office on the Document Server
- Enabling the Component Group for the Document Server
- Setting MaxTasks Parameters for the Document Server
- About Synchronizing Components for the Document Server
- Configuring the Document Server
- About Accessing the Service for the Siebel Server
3 Correspondence
- Correspondence
- About Siebel Correspondence
- Scenario for Managing Correspondence
- Process of Setting Up and Using Correspondence
- Creating and Updating the SIEBEL.HTML File
- Creating Correspondence Templates in Microsoft Word
- (Optional) Adding Insertion Templates into Correspondence Templates
- Creating Records for Correspondence Templates in the Siebel Application
- Configuring Additional Merge Fields For Correspondence Templates
- Generating Correspondence
4 Proposals
- Proposals
- About Siebel Proposals
- System Requirements for Siebel Proposals
- Process of Creating Proposal Templates
- Creating Proposal Template Documents in Microsoft Word
- Creating Records for Proposal Templates
- Defining Proposal Template Sections
- Adding Components to Proposal Template Sections
- Using Conditions in Proposal Templates
- Defining Proposal Field Mappings
- Associating Field Mappings with Proposal Templates
- Creating the Proposal Library
- Enabling Users to Display Proposals in HTML Format
- About Generating Proposals
- Scenario for Generating Proposals
- Process of Generating Proposals (End User)
- Creating Proposals (End User)
- Generating a Proposal Draft (End User)
- Modifying and Adding Proposal Content (End User)
- Printing Proposals (End User)
- Locking Proposals (End User)
- Samples of Proposal Templates
- Samples of Proposal Field Mappings
5 Presentations
- Presentations
- About Siebel Presentations
- System Requirements for Siebel Presentations
- Process of Creating Presentation Templates
- Creating Presentation Template Slides in Microsoft PowerPoint
- Creating Records for Presentation Templates
- Defining Presentation Template Sections
- Adding Components to Presentation Template Sections
- Using Conditions in Presentation Templates
- Defining Presentation Field Mappings
- Associating Field Mappings with Presentation Templates
- Creating the Presentation Library
- Enabling Users to Display Presentations in HTML Format
- About Generating Presentations
- Scenario for Generating Presentations
- Process of Generating Presentations (End User)
- Creating Presentations (End User)
- Generating a Presentation Draft (End User)
- Modifying and Adding Presentation Content (End User)
- Printing Presentations (End User)
- Locking Presentations (End User)
- Samples of Presentation Templates
6 Fulfillment Centers
- Fulfillment Centers
- About Fulfillment Centers
- Process of Setting Up and Using Fulfillment Centers
- Adding Fulfillment Center Records
- Providing Fulfillment Center Access to Siebel Correspondence
- Sending Correspondence to Fulfillment Centers
- Monitoring Fulfillment Requests
- Recalling Submitted Correspondence