Siebel Order Management Guide Addendum for Financial Services > Managing Closing Requirements > Generating Trailing Documents >

Associating Literature with Trailing Documents

You can associate literature with trailing documents from the Financial Applications screen. Use the following procedure to associate literature with trailing documents.

To associate literature with trailing documents

1. Navigate to the Financial Applications screen, then the Financial Applications list view.
2. Drill down on an application, then navigate to the Trailing Documents view.
3. In the Trailing Documents list, highlight the trailing document that you want to associate with additional literature.
4. In the Literatures list, add a new record.
5. In the Add Literature window, select the document and then click Add.