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 User's Guide - Documents Tab - Overview of Fields in Document editor
Last updated on 2024-02-19
This document gives an overview of each field on the document creating/editing form. The Title, Keywords, Summary and Body fields are required.- Group: KB User's Guide
- Views this week: 41
- Total views: 128306
KB User's Guide - Documents Tab - Transfer Ownership of One or Multiple Documents
Last updated on 2024-02-14
This document explains how to transfer document ownership from one user to another via the Documents tab by either editing an individual document to reassign ownership, or by performing a Batch Update to reassign many documents at once.- Group: KB User's Guide
- Views this week: 13
- Total views: 18398
KB User's Guide - Documents Tab - Purging Content in Trash Queue Documents
Last updated on 2023-07-24
Once a document has been deleted (e.g. moved into the Trash queue) only someone with "Publish" rights can Purge the document content. This document explains how to Purge a document found in the Trash queue and will tell you what becomes of that ...- Group: KB User's Guide
- Views this week: 14
- Total views: 30629
KB User's Guide - Documents Tab - Viewing Documents in Review Mode
Last updated on 2023-06-12
This document details the functionality available when viewing a document in read-only mode.- Group: KB User's Guide
- Views this week: 30
- Total views: 33785
KB User's Guide - Settings Tab - Notification Settings
Last updated on 2024-03-25
The Notification link in the Settings tab allows you to control who receives feedback on your site's documents. To access, click on the Notifications link on the left navigation bar.- Group: KB User's Guide
- Views this week: 19
- Total views: 30710
KB User's Guide - General Info - Live Search Results Screen and Its Features
Last updated on 2023-12-05
After performing a Search, a Search Results table appears on your screen. The Search Results table is properly marked for accessibility. This document will discuss what happens when a search is performed, the features that appear on the results ...- Group: KB User's Guide
- Views this week: 20
- Total views: 36822
KB User's Guide - Documents Tab - How To View Revision History
Last updated on 2024-02-14
This document details how to view a document's revision history, which allows you to view the history of saved changes for a document.- Group: KB User's Guide
- Views this week: 14
- Total views: 31247
KB User's Guide - Documents Tab - Import & Export
Last updated on 2024-02-14
The Import & Export function allows you Export active content available to your group as HTML and XML. You may also import XML content into your KB. This document will show you how to do this. To access this tool, log into the KB Admin Tools, then ...- Group: KB User's Guide
- Views this week: 19
- Total views: 32018
KB User's Guide - Documents Tab - Editing a Shared Document
Last updated on 2023-12-18
This document describes how the document edit screen will appear when you edit a document that has been shared by another group.- Group: KB User's Guide
- Views this week: 14
- Total views: 2332
KB User's Guide - Documents Tab - Requesting a Document From Another Group
Last updated on 2023-10-02
In the KB, you can have documents that are owned and maintained by other groups shared with your own group, making it possible for your users to easily access that existing content without recreating it for your group. This page describes how to ...- Group: KB User's Guide
- Views this week: 13
- Total views: 30187
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 - Changing a Document's Status to "Deleted"
Last updated on 2023-08-14
Sometimes you may want to delete a document that is no longer necessary or that was created in error. Before moving forward, please consider the document retention policies of your KB Group and that of your institution.- Group: KB User's Guide
- Views this week: 13
- Total views: 30766
KB User's Guide - Documents Tab - Batch Transfer
Last updated on 2023-07-13
This document will show you how to efficiently transfer your documents to another KB group space. Full Publish rights are required in both KB spaces to make Batch Transfers . If you do not have Admin access to both KB sites, contact us at kb-team ...- Group: KB User's Guide
- Views this week: 23
- Total views: 39475
KB User's Guide - Documents Tab - Batch Access Change
Last updated on 2023-04-21
This document will show KB Admins how to efficiently update documents. The Batch Access Change options include all fields in the document editor related to document access.- Group: KB User's Guide
- Views this week: 10
- Total views: 11430
KB User's Guide - Documents Tab - Using the Batch Tool Search
Last updated on 2023-04-21
This document will show KB Admins how to search for multiple documents in support of making batch changes.- Group: KB User's Guide
- Views this week: 14
- Total views: 31319
KB User's Guide - Documents Tab - Restoring a deleted document
Last updated on 2021-10-15
Once a KB doc has been deleted, only someone with "Publish" rights can restore that KB doc back. This doc explains how to restore a deleted doc.- Group: KB User's Guide
- Views this week: 10
- Total views: 26127
KB User's Guide - Documents Tab - Batch Update
Last updated on 2021-08-05
This document will show KB Admins how to efficiently update documents. The Batch Update Tool options include all fields in the document editor not related to document access.- Group: KB User's Guide
- Views this week: 16
- Total views: 12645
KB User's Guide - Documents Tab - Dynamic Content Replacement
Last updated on 2021-06-01
In this document, we will review a feature that allows you to replace part(s) of the original content (of a document owned by another KB subsite) with your own preferred text/or images.- Group: KB User's Guide
- Views this week: 12
- Total views: 30024
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