After completing this topic, you will be able to assign roles to documents.
Steps:
Open the Properties toolpane.
Click the View menu.
Step 1Point to the Panes command.
Step 2Click the Properties command.
Step 3The Creating and Opening Documents section is already selected. Add documents to the selection.
Press the [Shift] key and click the Exiting WordPad topic.
Step 4Assign roles to the selected documents.
Click in the Roles field.
Step 5Click the Browse button for the Roles field.
Step 6Assign the Customer Support and Supply Manager roles to the selected documents.
Click the Customer Support option.
Step 7Click the Supply Manager option.
Step 8Click the OK button.
Step 9Since the roles assigned to the selected topics are identical, the Roles field in the Properties toolpane displays the assigned roles.
Step 10We have added three more documents to the selection; the Saving Documents section, the Saving a Document as a New File topic, and the Centering a Paragraph topic.
Step 11The Roles field is now blank because the selected topics have different role assignments.
Add the Clerk role to the selected topics.
Click in the Roles field.
Step 12Click the Browse button for the Roles field.
Step 13Notice the partially selected (gray with gray checkmark) roles. This is because the value is assigned to some, but not all, of the selected topics.
Step 14Add the Clerk role to the selected documents.
Click the Clerk option.
Step 15Enable the Customer Support role for all of the documents in the selection.
Click the Customer Support option.
Step 16Click the Customer Support option again to apply it.
Step 17Click the OK button.
Step 18Click the Saving Documents section.
Step 19Notice that the Clerk and Customer Support roles are assigned to the Saving Documents section.
When you assign a role to a module or section, new documents that you create and link to the parent inherit the parent's role assignment.
Step 20Link a new topic to the section.
Click the Link New Topic button.
Step 21Notice that the new document inherits the role assignment of its parent.
Note: Documents that are already linked do not inherit the parent's role assignment and must be manually assigned roles.
Step 22Undo the new topic link.
Click the Undo button.
Step 23View the documents in the Library.
Click the Library tab.
Step 24Notice the role assignments in the Roles column.
Step 25After completing this topic, you are able to assign roles to documents.