Role-based filtering allows users to quickly locate documents based on their job function or department.
For each language, there is a separate master role document to which you can add the roles that correspond to your company roles. You can then use this master role list to assign roles to modules, sections, or topics.
Roles are assigned to one or more document from either the Library or the Outline Editor using the Roles property. The Roles property opens the Assign Roles dialog box, from which you can select a single role or multiple roles to assign to the selected document(s).
Note: If roles assigned to a document appear truncated in the toolpane, you can point to the Roles property to display a tooltip showing the assigned roles.
Roles travel with the document so that each time you reuse or export/import the document, the roles are also reused or exported/imported.
You can view the roles assigned to documents in the Properties toolpane or in the Roles column that appears in the Details View in the Library or Outline Editor.
Removing Roles from Documents
You can choose to remove one or more roles from one or more documents by clearing the appropriate checkbox in the Assign Roles dialog box.
Warning! Be careful when changing a property for multiple documents that already contain values for the same property. The new values you enter for the property overwrite any existing values for all selected documents. If some of the documents in a multiple document selection already contain roles, adding or removing roles overrides the original role assignments for all selected documents. See Assign Roles to Modules, Sections, or Topics in the Create Roles for Content Filtering in this manual for more information about changing roles for multiple topics.
To assign roles to one or more documents:
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