Sharing Literature Through the Correspondence Screen

Users might want to use literature as enclosures in correspondence. They might also use literature records that represent literature item kits as enclosures in correspondence.

Literature is available to users in the correspondence screen if the Internal field of the Literature record is not selected.

To share literature through the Correspondence screen

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

  2. In the Literature list, select a literature record, or create a new literature record.

    Make sure the Internal field of this record is not selected.

    When users create correspondence, they are able to add this literature as an enclosure.