A proposal can have many sections and every section can have many components. A section can also have subsections. Every subsection can in turn is similar to a section. Here we create the proposal with one section and one component for that section.
Step I : Create the necessary word documents.
One needs to create documents in MS-Word for proposals. Broadly categorized in to two logical types first one to represent the template and others to represent components inside the proposal’s sections.
Create the Template Document:
Template documents stores the common layout of all the pages of a proposal such as header, footer and margins. Below are the steps for creating template documents.
Open a new MS-Word document.
- Choose View à Header and Footer.
- In the resulting ‘Header’ dash box enter the text ‘Savvysys’.
- Choose ‘Footer’ dash box by pressing down arrow.
- Enter the text ‘Savvysys’.
- Click ‘Close’ in the ‘Header and Footer’ tool bar.
- Save the file as ‘Sample Template.doc’ and remember the path where you save the file.
- Close the file ‘Sample Template.doc’.
Create the component Document:
Open a new MS-Word document.
- Type the text ‘Executive summary of Savvysys for .’
- Place the cursor after ‘for ’.
- Choose Insert à Field.
- Do the below things in the resulting pop up window:
- Highlight ‘Links and References’ from the ‘categories’ box.
- Retaining previous highlighted choice, Highlight ‘Ref’ from the ‘Field Names’ box.
- Now go to the ‘Field Code’ text box of the same popup window and enter the text ‘Company’ (name of the bookmark) besides the already existing text ‘REF’.
- Check ‘Preserve Formatting during update’ option.
- Click OK.
- You must get the message ‘Error! Reference source not found.’.
- Save the document as ‘Sample Component.doc’ and remember the path where you save the file.
- Close the file ‘Sample Component.doc’.
Step II: Create the Document template in siebel.
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