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Siebel eFinance Guide > Activities > End-User Procedures >
Providing a Literature Fulfillment by Email
End users can distribute literature directly to activity participants or contacts. For example, a user could email meeting minutes to everyone who attended a specific meeting.
To provide a literature fulfillment by email
- Navigate to the Activities screen.
- In the Activities list, select the Activity record for which you would like to send follow-up literature.
- From the application-level menu, choose File > Send > Email.
TIP: You can also press F9 instead of choosing the option from the File menu.
- In the Pick Recipient dialog box, select one of the following values:
- In the From field, select a profile.
NOTE: If a default profile has been set up for the user, the From field is automatically populated with the user's information.
- Enter text in the subject heading and body of the message.
- Click the Add Literature button, located above the Check Spelling button.
- In the Pick Literature dialog box, select the literature, and click OK.
- Click Send.
By following this procedure, the application actually creates a new Activity record with Type of Literature Distribution, and associates the same list of participants or contacts with this new activity.
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Siebel eFinance Guide Published: 20 October 2003 |