KB User's Guide - Documents Tab - Left Navigation Bar Links

Menu items on the left-hand side of the Documents Tab in KB Admin Tools

    Use Docs From

    This link displays a list of documents that you can use from other KB groups or from other groups that have added docs to the KB. If you find a document suitable for your group with Use in the Action column, click on the document title. You may dynamically replace parts of this document, see KB User's Guide - Documents Tab - Dynamic Content Replacement for more information. At the bottom of the Use Documents from Other Groups screen you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down is a list of comma delimited document ID numbers in gray of the documents displayed on that screen.

    New Doc

    This link opens the form where you create a new document. Click here more information about creating a new document.

    New Doc from...

    This link displays a list of templates from which you can save as new a document. A template is a document with it's "Type" field set to "Template." See KB User's Guide - Documents Tab - Template Creation via a New Document Set to "Template" Type for more information about creating templates and using templates to create new KB documents.

    Recycle a Doc...

    KB Admins can click on this link and yield a "recycled" document in edit mode in the status of In Progress. From here, you may create an entirely new document. See KB User's Guide - Documents Tab - Trash and the Deleted Documents Screen to learn how to purge a deleted document and make it available for recycling.

    New Glossary Item

    This link opens the form where new glossary items are created. A glossary item is a document with its "Type" field set to "Glossary." The glossary creation/edit form has three required fields: "Term", "Keywords" and "Body". See KB User's Guide - Documents Tab - Glossary and Glossary Items for more information about creating and using Glossary items.

    Active

    This link displays all documents that are Active in your KB site(s). The list of documents can be filtered by Document ID, Search term, Keywords/fts (full text search), Search Priority, Topic, Audience, Status, Type, Group, Owner, Site, CampusAccess, Relevance, Blog and Limit. There are also check boxes that you can check/uncheck to customize your view of the results. See KB User's Guide - Documents Tab - Searching for Documents for more information about using the filters to search for Active documents. At the bottom of the screen you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down on the screen is a list of comma delimited document ID numbers in gray of the documents displayed on that screen.

    In Review

    This link displays all documents that are In Review in your KB site(s). The list of documents can be filtered by Document ID, Search term, Keywords/fts (full text search), Search  Priority, Topic, Audience, Status, Type, Group, Owner, Site, CampusAccess, Relevance, Blog and Limit. There are also check boxes that you can check/uncheck to customize your view of the results. See KB User's Guide - Documents Tab - Searching for Documents for more information about using the filters to search for In Review documents. At the bottom of the screen you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down on the screen is a list of comma delimited document ID numbers in gray of the documents displayed on that screen.

    In Progress

    This link displays all documents that are In Progress in your KB site(s). The list of documents can be filtered by Document ID, Search term, Keywords/fts (full text search), Search Priority, Topic, Audience, Status, Type, Group, Owner, Site, CampusAccess, Relevance, Blog and Limit. There are also check boxes that you can check/uncheck to customize your view of the results. See KB User's Guide - Documents Tab - Searching for Documents for more information about using the filters to search for In Progress documents. At the bottom of the screen you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down on the screen is a list of comma delimited document ID numbers in gray of the documents displayed on that screen.

    Inactive

    This link displays all documents that are Inactive in your KB site(s). The list of documents can be filtered by Document ID, Search term, Keywords/fts (full text search), Search  Priority, Topic, Audience, Status, Type, Group, Owner, Site, CampusAccess, Relevance, Blog and Limit. There are also check boxes that you can check/uncheck to customize your view of the results. At the bottom of the screen you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down on the screen is a list of comma delimited document ID numbers in gray of the documents displayed on that screen.

    Trash

    This link displays all documents that are designated as Trash. The list of documents can be filtered by Document ID, Search term, Keywords/fts (full text search), Search  Priority, Topic, Audience, Status, Type, Group, Owner, Site, CampusAccess, Relevance, Blog and Limit. There are also check boxes that you can check/uncheck to customize your view of the results. See KB User's Guide - Documents Tab - Searching for Documents for more information about using the filters to search for Inactive documents. At the bottom of the screen you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down on the screen is a list of comma delimited document ID numbers in gray of the documents displayed on that screen. You will also see a Purge button that will permanently delete the content of a document. Please use this button with much care. See KB User's Guide - Documents Tab - Deleting Documents   for more information on how to move your documents to the Trash queue.

    Suggested

    This link displays all ideas for new documents that have been submitted to your KB. The list of suggestions can be filtered via the Status drop down list. You may select to see User Suggestions that set to Pending, Adopted, Ignored and All status.   See KB User's Guide - Documents Tab - Suggest a Document Link for more information making and following-up on suggestions. To remove the Suggest a document link from your site see How to disable Suggest a Document links.

    Expired

    This link displays all expired documents in your KB. As all documents have an expiration date. Any documents with an expiration date in the past will be listed on this screen. Additionally the list of documents can be filtered by keywords, search/ priority, topic, status, type, group, owner, site and blog/relevance/topics col. See KB User's Guide - Documents Tab - Searching for Documents for more information about using the filters to search for Expired documents. At the bottom of the screen, you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down the screen, you'll find a list of comma delimited document ID numbers in gray of the documents displayed on that screen.

    Expiring

    This link displays all expiring documents for your KB. All documents have an expiration date. This link adds a "Expire within" filter to allow documents to be viewed and filtered by expiration date. The "Expire within" drop down filter defaults to 1 week but can be set by the user anywhere between 1 and 52 weeks. In addition to expiration time frame, the list of documents can be filtered by keywords, search/ priority, topic, status, type, group, owner,site and blog/relevance/ topics col. See KB User's Guide - Documents Tab - Searching for Documents for more information about using the filters to search for Expiring documents. At the bottom of the screen, you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down, you'll find a list of comma delimited document ID numbers in gray of the documents displayed on that page.

    Aging

    This link displays documents in your KB which may soon need to be reviewed. Aging documents are typically included in the automated monthly review reminders. In addition to last reviewed time frame, the list of documents can be filtered by Document ID, Search term, Keywords/fts (full text search), Search  Priority, Topic, Audience, Status, Type, Group, Owner, Site, CampusAccess, Relevance, Blog and Limit. There are also check boxes that you can check/uncheck to customize your view of the results. See KB User's Guide - Documents Tab - Searching for Documents for more information about using the filters to search for Aging documents. From this screen, you may select one, a few or all and click on the Mark As Reviewed button.  At the bottom of the screen, you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down, you'll find a list of comma delimited document ID numbers in gray of the documents displayed on that page.

    Review Reminder

    This link opens a form where you can selectively send out document review reminders to document owners. Only admins with "Publish" rights have access to "Review Reminder." For all other users this link will be grayed out. See KB User's Guide - Documents Tab - Sending Review Reminders for more information about sending Review Reminders.

    Share Requests

    This link displays the Document Share Requests from Other KB Groups screen. The drop down menu allows you to see your Pending. Approved, Declined, Deactivated and All requests made. From this screen you can see the DocID, Title of the document, status, requester group and email and a checkbox where you can take action.

    Shared-out

    This link will lead you to the Shared-out Documents screen. The list of documents can be filtered by DocumentID, Search tern, keywords, search/ priority, topic, status, type, group, owner, site, CampusAccess, Relevance, Blog and Limit. You mat also customize the columns that display.  At the bottom of the screen, you will see a Save .CSV button which provides a convenient way for you to quickly export the data on that screen. Further down, you'll find a list of comma delimited document ID numbers in gray of the documents displayed on that page.

    Shared-private

    This link allows you to share individual documents with individual users who can not authenticate into the KB system. See KB User's Guide - Documents Tab - Shared-private (Privately Shared Docs) for more information about sharing documents with people who do not have access to the KB.

    Restricted

    This link displays documents that have WriteAccess and/or ReadAccess restriction by user access lists. The list of documents can be filtered by keywords, FTS (full text search), WriteAccess, ReadAccess, Status, and Owner. See KB User's Guide - Documents Tab - Searching for Documents for more information about using the filters to search for Restricted documents.

    Batch Update

    This link allows you to update the following fields: Title, Search priority, Page header, Page footer, Keywords, Summary, Body, InternalNote, SeeAlso, Type, Topics, Audiences, WriteAccess, ReadAccess, SiteAccess, CampusAccess, Relevance, Status, Activation (incl. future activation), Expiration, Owner, FeedbackTo, MiscOptions and JavaScript/CSS of selected documents within the current group space. A comment about the intention of the Batch Update is required before it can be executed. The comment will appear in the Comments and Events section of the document. Only admins with "Publish" rights have access to Batch Transfer. For all other users this link will be grayed out. See KB User's Guide - Documents Tab - The Batch Update Tool for more information about the Batch Update functionality.

    Batch Transfer

    This link allows you to update the following fields within your own KB site: Current Topics, Current ReadAccess, Current SiteAccess. KB admins can also transfer selected documents within the current group space to a New Group Space. You may also share selected documents with another group space, or transfer (ownership of) selected documents to another group space. Only admins with "Publish" rights have access to Batch Transfer. For all other users this link will be grayed out. See KB User's Guide - Documents Tab - Batch Transfer for more information about Batch Transfer functionality.

    Find & Replace

    This link allows you to find a string and replace it with another string in specified documents. Only admins with "Publish" rights have access to "Find & Replace." For all other users this link will be grayed out. See KB User's Guide - Documents Tab - Find & Replace Text for more information about the Find & Replace functionality. Please use much caution when using this feature.

    Import & Export

    This link allows you to import or export all active documents that are available to your KB to your desktop. Only admins with "Publish" right have access to Import & Export. For all other users this link will be grayed out. See KB User's Guide - Documents Tab - Import & Export for more information about the Import & Export functionality.

    Broken Links

    This link allows you to quickly and easily identify hyperlinks in your KB documents that have been updated and subsequently broken since document activation. See KB User's Guide - Documents Tab- Identifying Broken Hyperlinks on your KB documents for more information about the Broken Links functionality.

    Unique Keywords

    This link displays unique keywords of all documents in your KB. See KB User's Guide - Documents Tab - Unique Keywords for more information about the broken links function.

    Shared Attachments

    This link opens the Shared Attachments folder for your group in a pop up window. Documents uploaded to the Shared Attachments folder can be used in any document on your KB site. The Shared Attachment folder is also found on the Document Editor screen in the Attachment section as shown in the image below.

    sharedattachmentlinks.png




    Keywords:Recent Content New Doc New Doc from New Glossary Item Active In Review In Progress Inactive Trash Expiring Expired Aging Review Reminder Shared-out Shared-private Restricted Unique Keywords Shared attachments Fine & Replace Export to Desktop grayed out greyed out suggested suggest   Doc ID:8537
    Owner:Teresa A.Group:KB User's Guide
    Created:2008-11-18 18:00 CSTUpdated:2016-08-29 15:33 CST
    Sites:KB Demo, KB Demo - Child Demo, KB User's Guide
    Feedback:  1   0