Creating Literature Records

To create a literature record

1. Navigate to the Administration - Document screen, then the Literature view.

2. In the Literature list, create a new record, and attach the literature file.

   The new file is added to the available literature. Appropriate information appears in the Literature list and the More Info form.

3. Enter the rest of the information required for the new record in the Literature list and the More Info form of the new record.

   Some fields are described in the following table.

   This table describes the fields to complete when creating a new record in the Literature list and More Info form of the new record.

   Field	Comments
   Name	Type a name for the literature record.
   Description	Type a description of the document. Because literature items can be in any language, you might want to indicate the language of the item in this field (or in the Name field).
   Literature Type	Select the type of the literature. You can create new literature types in the List of Values view of the Administration - Data screen. Because the Literature Type field is used to filter literature items in various applets (by setting the Search Specification property for the applet in Siebel Tools), be careful when editing the Literature Type field.
   Size	Displays the size of the literature file. The size of the file that you select determines the information that appears. There is no restriction for file size except from your network and memory availability.
   File Type	Displays the file type of the literature file, for example DOC or PDF. The type of the file that you select determines the information that appears.
   Modified	Displays the date that the literature file was last modified.
   Update File	Select the check box to indicate that users’ copies of the literature are automatically updated each time the original file is updated.
   File Name	Select the document file. You can also manually enter the file name.
   Synopsis	Type a synopsis of the document’s content.
   Release Date	Select the date when the document first appears in My Briefing. For more information about eBriefings, see Siebel Briefings Administration Guide.
   Expiration Date	Select the date when the document no longer appears in My Briefing. For more information about eBriefings, see Siebel Briefings Administration Guide.
   Author	Select the document’s author.
   Accounts	Select the accounts with which the literature is associated. The literature appears in the Account Briefing if the account is tracked by the user. For more information, see Siebel Briefings Administration Guide.
   Competitors	Select the competitors with which the literature is associated. Use this field to allow the user to display the literature using the Competitors screen. If you also select the Internal field, then the literature appears in the Comparative Literature view of the Competitors screen. If you do not select the Internal field, then the literature appears in the Competitor’s Literature view of the Competitors screen. The literature also appears in a Competitor Briefing if the competitor is tracked by the user. For more information, see Siebel Briefings Administration Guide.
   Internal	Select the check box to indicate the document is internally sensitive and not intended for public distribution. If Internal is selected, then the literature is not available as an enclosure in the Correspondence screen, and it appears in the Comparative Literature list of the Competitors screen. If Internal is not selected, then the literature is available as an enclosure in the Correspondence screen, and it appears in the Competitive Literature list of the Competitors screen.
   Local	Select the check box to indicate the document is available on the local file application for users of the Remote Client. If a document is not available locally, then the user can request it by selecting the Request field.
   Request	Select the check box to indicate the literature is downloaded during each synchronization session for users of the Remote Client.
   Distribution Method	Select a value to specify whether or not the file is automatically downloaded to users of the Remote Client. Publish. During each synchronization session, if your user does nothing, then the file is automatically downloaded. If your user explicitly skips the file, then the file is not downloaded in that synchronization session. By Request. During synchronization, the user receives the record, but not the actual file. To receive the file, the user must select the Request field.
   Industries	Select the industries associated with the literature. The literature appears in My Briefing if the user tracks the industry.
   Products	Select the products associated with the literature. Use this field to allow the user to display the literature using the Products screen. The literature appears in My Briefing if the user tracks the product.
   Organization	Select the organizations that have visibility to this data.
   Web Display	Select a value to determine how to display the page if you are linking to a Web page. Frame. Displays a link to the Web page. When the user clicks the link, the page appears in the current frame. Window. Displays a link to the Web page. When the user clicks the link, the page appears in an expanded window. The user must use the Back button in the Web browser to return to Siebel ERM. New Window. Displays a link to the Web page. When the user clicks the link, the page appears in a new browser window, allowing the user to switch between Siebel ERM and the Web page. In-Line. Displays the entire Web page in the selected section of the portal page. Displaying Web pages in-line works best with simple Web pages. Large or complex pages, such as those that use JavaScript, can slow down the Siebel application and cause unexpected results. Be sure to test in-line pages before distributing them to users.