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Adding Literature to Cases

This task is a step in Developing Cases for Investigation.

Agents can use the Literature Distribution view to record all the literature that they distribute to a contact. Typically, you create a literature distribution record each time you email literature to a contact. Users can select from literature that they add using the Literature view in the Administration - Document screen. For more information about setting up literature files, see Siebel Applications Administration Guide.

To add a literature record

1. Navigate to the Cases screen, then the Case List view.
2. Select a record and drill down on the Case Name field.
3. Click the Literature Distribution view tab.
4. Click Add and select the appropriate literature file.