KB User's Guide - Documents Tab - Shared-private (Privately Shared Docs)
Last updated on 2023-08-25
This document describes the KB's private share feature and how you can use it to give one-off access to individual internal documents.- Group: KB User's Guide
- Views this week: 39
- Total views: 29930
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: 28
- Total views: 26992
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: 46
- Total views: 31975
KB User's Guide - Documents Tab - Default Keywords
Last updated on 2023-08-17
This document explains how to create default keywords that both authors and admins can apply to each document.- Group: KB User's Guide
- Views this week: 34
- Total views: 27147
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: 40
- Total views: 31571
KB User's Guide - Documents Tab - Identifying Broken Hyperlinks on your KB documents
Last updated on 2023-08-08
KB Admins may identify broken hyperlinks external to the KB . Occasionally, links external to the KB have been updated and subsequently broken since KB document activation. We will show you how to identify broken links in your KB document.- Group: KB User's Guide
- Views this week: 55
- Total views: 35657
KB User's Guide - Documents Tab - Define and Apply Document Headers and Footers
Last updated on 2023-08-07
The PageHeader and PageFooter features allow authors to apply predefined headers and footers to their documents using a simple drop-down menu. Users with publish rights can also define new headers and footers or edit existing options using these ...- Group: KB User's Guide
- Views this week: 48
- Total views: 30630
KB User's Guide - Documents Tab - Reference a Collection of Documents with a single URL
Last updated on 2023-07-27
This document will show you how to efficiently reference a collection of documents with a single URL.- Group: KB User's Guide
- Views this week: 30
- Total views: 32868
KB User's Guide - Documents Tab - Image Guidelines
Last updated on 2023-07-25
This document explains guidelines for images included in your KB documents, including standards for formatting, sizing, and displaying as well as recommended naming conventions.- Group: KB User's Guide
- Views this week: 123
- Total views: 49146
KB User's Guide - Documents Tab - Manually Enterable KB Custom classes
Last updated on 2023-07-24
There are nine custom classes in the KB that do not have a dedicated button in the editor. Users may enter these custom classes anywhere in their document via the source code tool and style them as needed.- Group: KB User's Guide
- Views this week: 34
- Total views: 20155
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: 35
- Total views: 31473
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: 68
- Total views: 40922
KB User's Guide - Documents Tab - Display an Image link
Last updated on 2023-07-05
KB Admins may want to provide a link of an image file (e.g. JPG, PNG, etc), as opposed to embedding the image into their document. This way, space on the page is not used and the User may download the image, if they wish. This document shows you ...- Group: KB User's Guide
- Views this week: 42
- Total views: 25804
KB User's Guide - Documents Tab - Pasting from Microsoft Office or Google Docs
Last updated on 2023-06-30
This document explains considerations for pasting content from Microsoft Office or Google Docs into the KB.- Group: KB User's Guide
- Views this week: 38
- Total views: 30006
KB User's Guide - Documents Tab - ImportHTML button
Last updated on 2023-06-29
This document will show you how to use the ImportHTML button.- Group: KB User's Guide
- Views this week: 31
- Total views: 214549
KB User's Guide - General Info - Highlighting in the Live Sites and in the KB Admin Tools
Last updated on 2023-06-15
This document will discuss how to highlight a single document within a list of document results either in the Live Sites or in the KB Admin Tools. We will also discuss how your search terms in the in the live document can be highlighted /or have ...- Group: KB User's Guide
- Views this week: 32
- Total views: 27297
KB User's Guide - Documents Tab - LastUpdater filter
Last updated on 2023-06-12
The Last Updater filtering option is ideal for KB groups where most authors are submitting activation requests, as opposed to authors activating documents themselves. By selecting the LastUpdater column display, you may display the username of the ...- Group: KB User's Guide
- Views this week: 28
- Total views: 24221
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: 56
- Total views: 34743
KB User's Guide - Documents Tab - The "Save As..." Button
Last updated on 2023-06-06
With the appropriate permissions, the Save As... button allows you to save an existing document as a brand NEW document, no matter the status of the original document. The Save As... button is located at the top of a document as well as underneath ...- Group: KB User's Guide
- Views this week: 23
- Total views: 24219
KB User's Guide - Documents Tab - Audiences
Last updated on 2023-06-01
Working much like a document flag or label, you may associate documents with "audiences" in your KB space. Users can then use audiences to filter for content that pertains to their role in your organization. This document will show you how to ...- Group: KB User's Guide
- Views this week: 67
- Total views: 30832
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