Assign Roles to Documents

After completing this topic, you will be able to assign roles to documents.

Steps:

1. Open the Properties toolpane.

    

   Click the View menu.

   Step 1

2. Point to the Panes command.

   Step 2

3. Click the Properties command.

   Step 3

4. Assign a role to the Saving Documents section.

    

   Click the Saving Documents section.

   Step 4

5. Apply a role to this section using the Roles property cell in the Properties toolpane.

    

   Click in the Roles field.

   Step 5

6. Click the Browse button for the Roles field.

   Step 6

7. Apply the Customer Support role to the selected section.

    

   Click the Customer Support option.

   Step 7

8. Click the OK button.

   Step 8

9. The Properties toolpane shows the Customer Support role assigned to the section.

   Step 9

10. Link a new topic to the section and name it Adding a Password.

     

    Click the Link New Topic button.

    Step 10

11. Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "Adding a Password"
    .
    Step 11

12. Press [Enter].

    Step 12

13. The new document inherits the role assignment of its parent.

     

    Note: Documents that are already linked to the parent, such as the Saving a Document as a New File topic, do not inherit the parent's role assignment. You can manually assign roles to those documents.

    Step 13

14. Assign a role to multiple documents in the outline.

     

    Click the Creating and Opening Documents section.

    Step 14

15. Add documents to the selection. Select all of the documents in the section.

     

    Press the [Shift] key and click the Exiting WordPad topic.

    Step 15

16. Assign a role to the selected documents.

     

    Click in the Roles field.

    Step 16

17. Click the Browse button for the Roles field.

    Step 17

18. Assign the Supply Manager role to the selected documents.

     

    Click the Supply Manager option.

    Step 18

19. Click the OK button.

    Step 19

20. Select the Opening a Document topic.

     

    Click the Opening a Document topic.

    Step 20

21. Select the Changing the Page Setup topic and the Saving a Document as a New File topic.

     

    Press the [Ctrl] key and click the Changing the Page Setup topic.

    Step 21

22. Press the [Ctrl] key and click the Saving a Document as a New File topic.

    Step 22

23. The Roles cell is blank because the topics in the selection have different role assignments.

    Step 23

24. Open the Assign Roles dialog box.

     

    Click in the Roles field.

    Step 24

25. Click the Browse button.

    Step 25

26. The gray checkbox for the Supply Manager role indicates that it is assigned to some, but not all, documents in the selection.

    Step 26

27. Add the Customer Support role to the selected documents.

     

    Click the Customer Support option.

    Step 27

28. Click the OK button.

    Step 28

29. Click a document in the outline to deselect the selection.

     

    Click the Changing the Page Setup topic.

    Step 29

After completing this topic, you are able to assign roles to documents.

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