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Sharing Literature Through Literature or Infocenter

Your users can work with literature by displaying the Literature screen or Infocenter screen and searching the Literature list in that screen for the piece of literature they need.

You generally share literature with users by associating the user with access groups and associating literature with categories. But first you must create categories that include literature, create access groups that include users, and associate the categories with the access groups. For more information, see Siebel Security Guide.

After you have completed this preliminary work, you can assign literature to users as follows:

• When you produce new literature, associate it with the appropriate category and it is visible to all users in access groups associated with that category.
• When you hire new employees, associate them with the appropriate access group so that they have visibility to all the literature in categories associated with that category.

A business manager who administers literature can make it visible to users by associating it with the appropriate category in the Literature Administration screen. After it is assigned in this way, users in access groups associated with this category are able to display it in the Literature screen.

To associate literature with a category using the Literature Administration screen

1. Navigate to the Administration - Document screen, then the Literature view.
2. In the Literature list, select the record for the literature you want to associate with a category.
3. In the Category form, create a new record.
4. In the dialog box, select the category to associate with the literature item, and then click OK.

   The literature is associated with the category.

Associating Literature With a Category Using Catalog Administration Screen

A business manager who administers literature can make it visible to users by associating it with the appropriate category in the Catalog Administration screen. After it is assigned in this way, users in access groups associated with this category are able to display it in the Literature screen.

To associate literature with a category using the Catalog Administration screen

1. Navigate to the Administration - Catalog screen, then the Catalog Administration view.
2. In the Catalogs list, drill down on the Name field of the catalog to associate with the literature.

   A Categories list appears.

3. Click the Literature link bar.
4. In the Literature list, create a new record.
5. In the dialog box, enter identifying information about the literature (for example, the document Name), and then click Go.
6. When the dialog box reappears listing the needed literature, select the literature item and click OK.

   The literature is associated with the category.