KB User's Guide - Understanding Access to Documents
Last updated on 2024-07-15
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: 70
- Total views: 2684
KB User's Guide - Documents Tab - Embedding user specific content in KB documents (HTML editor only)
Last updated on 2022-05-25
This feature allows authors to embed, in one document, content meant for specific individual users (e.g. allows a block of text to be visible only to a specified user who is a fully authorized internal user). When the activated document is rendered ...- Group: KB User's Guide
- Views this week: 52
- Total views: 26165
KB User Guide - FAQ
Last updated on 2024-01-31
This document addresses many frequently asked questions.- Group: KB User's Guide
- Views this week: 75
- Total views: 41545
KB User's Guide - Users Tab - User Access Groups and Limited Access Groups
Last updated on 2024-03-05
This document describes how to set up and use User Access Groups and Limited Access Groups.- Group: KB User's Guide
- Views this week: 62
- Total views: 39416
KB User's Guide - Documents Tab - KB Custom Class Names
Last updated on 2022-12-08
This document lists KB custom tags for your reference. If an author inadvertently uses a class name that the KB uses for custom tags (e.g. class="internal"), it will have unintended results in the KB document. The following is a reference point for ...- Group: KB User's Guide
- Views this week: 60
- Total views: 23434
KB User's Guide - Settings Tab - Banner Alerts
Last updated on 2023-09-19
This document will review how a user with access to the Settings tab may create a temporary banner that displays on all pages of their internal and/or external site.- Group: KB User's Guide
- Views this week: 58
- Total views: 29096
KB Users Guide - General Info - Questions Brand New KB Admins Should Consider
Last updated on 2024-03-05
Here are a few things to consider before getting started on your new KnowledgeBase. Please consider the questions below to prepare for the identification and creation of your first topics and documents.- Group: KB User's Guide
- Views this week: 128
- Total views: 37734
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: 59
- Total views: 3360
KB User's Guide - Advanced HTML - Creating Collapsing and Expanding Panels
Last updated on 2024-01-24
This document describes how to add expandable/collapsible panels to a KB document. These panels provide a useful way to organize longer-form content, especially in situations where the reader may only need to read sections that apply to them.- Group: KB User's Guide
- Views this week: 96
- Total views: 31601
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: 94
- Total views: 131235
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: 57
- Total views: 20549
KB User's Guide - News Tab - News Creating/ Editing Form Fields
Last updated on 2023-06-01
This document details the fields in the news article Creating/Editing form.Upon clicking the Submit button, form validation will make sure that the necessary and properly formatted information needed to successfully complete the News item was ...- Group: KB User's Guide
- Views this week: 77
- Total views: 35021
KB User's Guide - Topics Tab - Adding, Editing, and Deleting Topics
Last updated on 2024-03-05
A user must have the Topic permissions enable to perform any of the operations in this document. This document will review how to add, edit, and delete topic entries in your KB site. It will also provide an overview of the settings available for ...- Group: KB User's Guide
- Views this week: 72
- Total views: 45325
KB User’s Guide - Settings Tab - Apply a custom homepage layout
Last updated on 2024-03-05
Learn how to use a custom layout to change the look and feel of your site’s homepage.- Group: KB User's Guide
- Views this week: 59
- Total views: 6193
KB User's Guide - Documents Tab - Guide to HTML Editor Buttons (Classic Editor)
Last updated on 2022-07-20
Description of HTML editor buttons in KB Admin Tools- Group: KB User's Guide
- Views this week: 75
- Total views: 146241
KB User's Guide - Advanced HTML - Decision Tree
Last updated on 2023-08-21
This document describes how to create a decision tree that can be placed within a KB document to aid in troubleshooting or other complex decision-making scenarios.- Group: KB User's Guide
- Views this week: 53
- Total views: 43346
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: 75
- Total views: 31271
KB Author Training - Editing an Existing Document
Last updated on 2024-08-13
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: 99
- Total views: 38921
KB User's Guide - General Info - Creating a KB Admin Alert
Last updated on 2023-08-08
If you have important information you need to communicate to all authors in your KB group space, you may create a KB Admin Alert, which will display as a persistent banner in the KB Admin Tools.- Group: KB User's Guide
- Views this week: 56
- Total views: 15005
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: 93
- Total views: 31157
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