Preparing Collateral

Another aspect of organizing information for an event is preparing literature such as brochures, white papers, presentation handouts, trade show exhibit maps, and so on. Collectively, such literature is known as collateral. Collateral can be a Web page URL or a file.

You can manage collateral preparation using activities in Siebel Events Management. After collateral is prepared, those electronic files, as well as vendor and venue contracts, can be stored in the Siebel Events Management.

Adding Collateral to an Event or a Session

You can use Siebel Events Management to store collateral for an event or for a specific session.

To add a collateral item to an event or a session

1. Navigate to the Site Map > Events > Events or Sessions view.

2. In the Events or Sessions list, select the event or session with which you want to associate collateral.

3. Click the Resources view tab, and then click Collateral.

4. In the Collateral list, create a new record.

5. Complete the necessary fields.

6. To attach a file to the record, click the select button in the File field to display the Add Attachment dialog box, and then follow these instructions:

   1. Click Browse to display a Choose File dialog box.

   2. Use standard Windows techniques to select the file you want to designate as collateral, and then click Open.

      The Choose File dialog box closes, and the name of the selected file appears in the File Name field of the Add Attachment dialog box.

   3. Click Add.

      The Add Attachment dialog box closes, and the name of the selected file appears in the File field of the Collateral form in the main window.