KB User's Guide - Understanding Access to Documents
Last updated on 2024-03-25
The purpose of this document is to outline the many ways in which a document can be made available to certain (or all) audiences within the Knowledgebase (KB) system. There are several options that require specific setup and settings to make ...- Group: KB User's Guide
- Views this week: 15
- Total views: 878
KB User's Guide - Documents Tab - Using the Campus Access Setting to Protect Content
Last updated on 2023-10-18
The Campus Access field allows individual documents to be put behind a general campus login (e.g. user is required to have valid campus login credentials) and therefore not accessible to the general public.- Group: KB User's Guide
- Views this week: 22
- Total views: 33705
KB Author Training - Editing an Existing Document
Last updated on 2023-08-17
This document contains instructions for editing an existing document. For detailed information about other aspects of the document editor, please continue with this training series or return to the 23277.- Group: KB User's Guide
- Views this week: 22
- Total views: 37326
KB Author Training - Revisions
Last updated on 2023-10-18
This document describes the revision features of the KB document editor.- Group: KB User's Guide
- Views this week: 15
- Total views: 36641
KB Author Training - Creating a New Document
Last updated on 2024-01-24
This document provides background information on the process of creating a new KB document. It also includes a training exercise that demonstrates the document editor's basic functionality. For detailed information about specific aspects of the ...- Group: KB User's Guide
- Views this week: 22
- Total views: 42138
KB User's Guide - Settings Tab - Group Spaces Screen
Last updated on 2024-05-07
There are options that can be set at the site level so that each KB Administrator can choose the best options for their users.- Group: KB User's Guide
- Views this week: 28
- Total views: 26144
KB User's Guide - Stats Tab - Doc Events
Last updated on 2023-08-21
The Doc events stats uses data from the Comments and events log on each document. You may use one of 58 displays of information, or you may combine reports for more detailed information.- Group: KB User's Guide
- Views this week: 14
- Total views: 11572
KB User's Guide - Documents Tab - Left Navigation Bar Links
Last updated on 2024-05-06
Menu items on the left-hand side of the Documents Tab in KB Admin Tools- Group: KB User's Guide
- Views this week: 23
- Total views: 51309
KB User's Guide - Documents Tab - Uploading Images and Other Attachments
Last updated on 2024-02-01
Use the Attachments function to add resource files to your document. This can be used to add not only images (e.g. .JPG, .PNG, .GIF, etc.) to your document, but other resource files as well (e.g. .PDF, .PPT, .DOC, etc.).- Group: KB User's Guide
- Views this week: 15
- Total views: 47097
KB User's Guide - Documents Tab - Using the "Create a Doc from..." Page
Last updated on 2023-11-20
This document explains how to access and use the templates you have created from the "Create a Doc from..." page.- Group: KB User's Guide
- Views this week: 9
- Total views: 24261
KB User's Guide - Documents Tab - Editing an Existing Doc
Last updated on 2023-08-21
This document explains how to edit published (i.e., Active) or draft (i.e., In Progress, In Review, or Inactive) documents.- Group: KB User's Guide
- Views this week: 11
- Total views: 31158
KB User's Guide - Documents Tab - Using the KB Link Doc Feature
Last updated on 2023-01-30
The KB Link Doc feature allows you to link to easily link to another KB document. This document explains how the KB Link Doc feature works and how to add use it in your own documents.- Group: KB User's Guide
- Views this week: 12
- Total views: 8749
KB User's Guide - Topics Tab - Displaying the Meta-Description of a Topic In Search Results
Last updated on 2024-03-05
On this page, we describe how to associate a document with a topic, so that when a user selects the topic from the dropdown list on the live site, the content of that "super doc" will be displayed above the list of search results.- Group: KB User's Guide
- Views this week: 15
- Total views: 29096
KB User's Guide - Users Tab - Adding a User
Last updated on 2024-03-05
This document explains how to add a user to your KB and grant them permissions consistent with your workflow. In the spirit of Best Practices, KB Admins control permissions to their KB Site. However, please be mindful that any user with the Users ...- Group: KB User's Guide
- Views this week: 27
- Total views: 46831
KB User's Guide - Documents Tab - Deactivate or Delete a Template
Last updated on 2024-02-14
The Document Template feature in KB Admin Tools makes it easier for KB authors to replicate frequently used document formats and styles. This document shows you how to remove an existing template.- Group: KB User's Guide
- Views this week: 17
- Total views: 23444
KB User's Guide - Documents Tab - Edit a Template
Last updated on 2023-11-20
The document template feature makes it easier for KB authors to replicate frequently used document formats and styles. This document shows you how to edit an existing template.- Group: KB User's Guide
- Views this week: 11
- Total views: 23618
KB User's Guide - Documents Tab - Creating and Using Templates
Last updated on 2023-11-20
The Template feature allows authors to make one, or multiple documents, all having a uniform appearance and maintain specific settings. A well pre-formatted template can prescribe very specific content, structure, formatting and prompt for minimal ...- Group: KB User's Guide
- Views this week: 18
- Total views: 37968
KB User's Guide - Documents Tab - Quick Edit Buttons
Last updated on 2023-08-25
The "quick edit" button allows authors to jump directly into the the document editor for a given document without having to view the document review screen first. This document describes where to find the quick edit button under the Documents tab ...- Group: KB User's Guide
- Views this week: 9
- Total views: 26509
KB User's Guide - Settings Tab - Requiring Review Comments
Last updated on 2023-08-24
By default, authors are not required to enter a comment prior to editing an active document. This document describes how to change that setting for your group space so that comments are required.- Group: KB User's Guide
- Views this week: 11
- Total views: 26287
KB User's Guide - Settings Tab - Menus
Last updated on 2023-08-24
Menus appear on your Live KB Site(s). There are seven distinct places where an Admin can apply a Menu. This document will help describe Menu functionality and how you can use it to best engage your users.- Group: KB User's Guide
- Views this week: 16
- Total views: 63119
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