Creating and Printing an Agreement Document in Siebel Energy (End User)

End users can prepare and print an agreement for use as a contract document.

To create and print an agreement document

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

2. From the Show drop-down list, select All Agreements.

3. Drill down on the name of the agreement.

4. Click the Documents view tab.

5. In the Documents view, complete the following steps:

   1. In the Documents list, click Auto Document.

      Some fields are automatically populated.

      Note: If you receive an error message about a template, then check the template setup. For more information, see Setting Up Templates for the Auto Document Feature of Siebel Energy.

   2. If necessary, complete or modify the fields.

      Some fields are described in the following table.

      Field	Comments
      Name	Type the name of the agreement document record.
      Template	Select the template on which to base the agreement.
      Draft Name	Select a file for the draft of the agreement.

   3. In the Documents list, click Generate Draft.

      The standard agreement sections are assembled into a Microsoft Word document according to the template you select, and specific information from the current agreement record is inserted into the document. A Microsoft Word application window appears showing the draft agreement.

   4. Edit and print the Word document as necessary, and then save it.

      The document is automatically associated with the agreement record.