Creating Component Documents for Proposal Templates

After you create the styles document for the template, you can create the component documents. A component document is a Microsoft Word document that includes standard text and personalized data. For example, a cover letter component document includes standard cover-letter text and personalized data such as the name and address of the contact to whom the letter is addressed.

To create a component document, you enter the standard text in a Microsoft Word document and then create bookmarks, or Microsoft Word placeholders for custom data. When a sales representative generates a proposal, these bookmarks are replaced with data from the Siebel application.

To create a component document with bookmarks in Microsoft Word

1. Create a new document in Microsoft Word.

2. Enter the standard text for the component document.

3. Use the bookmark feature in Microsoft Word to add bookmarks to the locations in the component document to which you want to insert Siebel field data.

   For example, you can create a Company bookmark for the Siebel Account field. For more information about using the bookmark feature, see the online help for Microsoft Word.

   Note: If the text inserted into a bookmark contains double quotes ("), the inserted text is automatically preceded by a backslash (\). If you do not want the backslash to appear in the inserted text, change the double quotes to single quotes in the Siebel application.

4. Note the names of the bookmarks because you need these names when you map the bookmarks to Siebel field names.

   For more information, see Defining Proposal Field Mappings.

5. Save the component document as a DOC file.