HTML File Creation for Merging Custom Docs in Correspondence Siebel 8.0

1. Remove/Rename the Siebel Vanilla, Siebel.HTML File present in folder “siebsrvr/REPORTS”
2. Create a New word Document and rename that to “Siebel.HTML File Generation.doc” – This Word document can be placed any where on the server.
3. Navigate to the following path

SiteMap > Correspondence > Personal Templates

4. Add the Document which was created in Step 2 by clicking the New Record.

5. Navigate to “My Correspondence Request” View

6. Create a New Record using “Ctrl + N”. Click on the below highlighted to select the Template

7. Select the Template which was created in Step 4, and Press OK.

8. Go to the Bottom Recipients Applet and create a New Record using Ctrl+N

9. This Open a Pick Applet, select any record and press “Add”.

10 . Click on the “Generate” Button, wait until the status of the DocumentStatus changes to “Completed” and GeneratedDocument to “Merged”

10. Go to “siebsrvr/REPORTS” and check whether Siebel.HTML is created or not.
11. Delete the Document Added in Step 4.