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 KB Author Training - Overview.
In this document:
Once a document has been created, you have several ways of accessing it to make any necessary changes.
|ID or comma delimited IDs
||A document ID # or query string may be entered here. If a document ID is entered all other filters are ignored, that document is opened for review.|
||Enter keywords here. Results from a keyword search will be returned for all documents whose title or keywords contain the query string entered. Case is ignored. All other filters will be used in a query string search.|
||By default, Keyword searches are run. In this dropdown, you can choose from searches; Keyword and Full Text Search (FTS) with the query string and other filters.|
|Search priority||Keywords search is run by default. By selecting Top, High, Normal, Low, Exclude (e.g. Exclude from search) from the drop down menu, a query will be run with the query string and other filters.|
|Topic||Lists documents in the specified topic. Options to select 'All topics' or 'No topics assignment' are available in the drop down in addition to all topics set up in that KB group.|
||Lists documents delineated by a specific Audience. Defaults to "All Audiences".|
|Status||Use this drop down to limit results to documents of a specific Status. Choices are: 'Active', 'In Review', 'In Progress', 'Inactive' and 'Trash'|
|Type||Use this drop down to limit results to documents of a specific Type. Choices are: 'All types', 'Document', 'Glossary' and 'Template'.|
|Group||Use this drop down to limit results to documents of a specific Group. Choices are: ' 'Other groups', 'All groups'. Select 'Other groups' to see all documents being shared in to your group.|
|Owner||Use this drop down to limit results to documents of a specific user. By default 'All owners' will be selected.|
|Site||By default results display documents which are either in the Internal KB site or External KB site. Use this drop down to limit results to Internal and External, Internal only, External only, Internal All or External All.|
||Use this drop down filter to limit results to documents of specific a Site Access restriction(s) based on the presence/absence of a valid campus login. Choices are: Defer to SiteAccess, Ext/internal with campus login, Internal for all campus users. This setting defaults to All campus access options.|
||View documents by relevance such as My/sharing groups, My Campus, My University System and Universal.|
|Blog||By default results display documents which do not have a blog. Use this drop down limit results to documents that do have a blog,|
|Limit||By default results are displayed 25 documents on a page. Use this drop down to adjust the number of documents displayed on a page.|
|Go||Click 'Go' to execute the search.|
Once you have entered the editing screen for a document, you will make updates to it as necessary. You can click the Save change button to save your current work. When you are ready to make the changes live, you would set the status to Active and click Submit at the bottom of the screen.