Making Literature Available to Customers
To make literature available to customers though Siebel Self Service, you must perform the following tasks:
Add the desired item of literature to the literature catalog. You can specify a path, browse for a file, or link to the file through a URL.
Provide a name for the literature item.
Specify the type of literature that has been added (documentation, download, or product literature).
Associate the literature item with either a product or a catalog category. Failure to establish at least one association prevents Self Service customers from accessing the item. (For further details on Catalog and Category Administration, see Siebel eSales Administration Guide.)
To add Literature Items to Siebel Self Service
From the application-level menu, choose View, Site Map, Document Administration, and then Literature.
From the Literature form, click New. A blank line is added in the list.
Complete the fields described in the following table.
Field | Description |
---|---|
Name |
The title of the literature item. This name is displayed to the customer in Siebel Self Service. |
File Name |
Clicking in this field displays a select button. Click select and the Add Attachment window appears. You can type the full path of the file or click the browse button to navigate to the file and select it. Alternatively, if the file is available on a Web server, you can select the file by specifying its URL in the URL field. |
Description |
Information about the literature. |
Literature Type |
Clicking this field provides a list which contains other values that are not used in literature administration. You must select one of the three literature types: documentation, product literature, or downloads. Do not select any of the other literature types from the list. They are used by other Siebel applications. |
Once you have added the literature item, the item should be associated with a product or a category of the eService Category Catalog.
To associate literature with a product
Make sure that the item of literature is selected in the list in the Literature list applet.
Select the More Info tab if it is not already selected.
Click the select button in the Products field.
The Associated Products window appears.
Click New. A list of products appears.
Query and select one or more products to associate with the literature item.
If desired, you can also associate literature with a Siebel catalog category. (For more information on Catalogs and Categories, see Siebel eSales Administration Guide.)
To associate literature with a catalog category
Select the literature item from the list in the Literature form.
Click the Category tab in the literature applet. If the literature is already associated with any catalog categories, the categories are displayed in the list.
Click New.
The Add Subcategories window appears.
Query for any of the eService Catalog Categories.