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KB User's Guide - Documents Tab - Reviewing Expiring Documents

Last updated on 2026-05-18
This document explains how to track expiring documents and ensure that they are reviewed prior to expiration.
  • Group: KB User's Guide
  • Views this week: 30
  • Total views: 25819
ID: 12072

KB User's Guide - Settings Tab - Customize your site's layout and visual presentation

Last updated on 2026-07-02
This document explains how the fields in the Site Layouts screen can be used to modify the look and feel of a KB site.
  • Group: KB User's Guide
  • Views this week: 38
  • Total views: 21458
ID: 123954

2020 KnowledgeBase (KB) User Group Meeting

Last updated on 2026-07-02
Please see session descriptions for our 2020 KB User Group Meeting below.
  • Group: KB User's Guide
  • Views this week: 19
  • Total views: 26045
ID: 104232

KB User's Guide - KB Admin Tools - Login to the KB Admin Tools (UW Madison Only)

Last updated on 2026-06-30
Admins and users with access to the KB Admin Tools can use the info on this page to create and modify documents in their KB space.
  • Group: KB User's Guide
  • Views this week: 42
  • Total views: 37594
ID: 36737

KB User's Guide - Documents Tab - Batch Transfer

Last updated on 2025-10-15
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: 52
  • Total views: 61439
ID: 29768

KB User's Guide - Documents Tab - Using the Include Doc Feature to Restrict Content

Last updated on 2025-09-22
This document will show you how to create a document that is restricted to a subset of your internal users. We will then show you how to embed the document with restricted content into a "container" document which is intended for general consumption.
  • Group: KB User's Guide
  • Views this week: 22
  • Total views: 39910
ID: 5236

KB User's Guide - Documents Tab - Document Workflow

Last updated on 2026-06-29
This document provides a high-level overview of the different workflows you can set up in your KB space based on authoring permissions.
  • Group: KB User's Guide
  • Views this week: 72
  • Total views: 68560
ID: 8531

KB User's Guide - Documents Tab - How to Create and Publish a Document

Last updated on 2025-09-19
This document explains how to create a new document using the KB Admin Tools.
  • Group: KB User's Guide
  • Views this week: 60
  • Total views: 78753
ID: 5235

KB User's Guide - Documents Tab - TinyMCE Shorthand Codes

Last updated on 2026-08-12
This document explains how to use shorthand codes in the TinyMCE editor to quickly insert LinkDocs, IncludeDocs, and attachments, or to look up users.
  • Group: KB User's Guide
  • Views this week: 30
  • Total views: 22357
ID: 114323

KB User's Guide - Home Tab - My Profile

Last updated on 2026-06-29
The My Profile screen allows you to change personal information in your user profile. From this page, you can also adjust how you interact with the KB by adjusting your default KB group, default tab and the editor mode selection that best suits ...
  • Group: KB User's Guide
  • Views this week: 49
  • Total views: 47033
ID: 8529

KB User's Guide - Creating a Group Authorization Rule with Person API Workday Data [Campus login required]

Last updated on 2026-05-19
This document describes how to update your Group Authorization rules directly in the KB (without using a Manifest group).
  • Group: KB User's Guide
  • Views this week: 0
  • Total views: 9
ID: 150992

KB User's Guide - Users Tab - Batch Transfer Document Ownership

Last updated on 2025-09-12
This document explains how to transfer document ownership from one user to another via the Users tab.
  • Group: KB User's Guide
  • Views this week: 50
  • Total views: 42625
ID: 15193

KB User's Guide - Documents Tab - KB Custom Class Names

Last updated on 2026-08-12
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: 40
  • Total views: 34700
ID: 36739

KB User's Guide - Users Tab - Search and Display Filters on the Existing Users Screen

Last updated on 2025-09-09
Those with permissions to the Users tab can add or edit users in your KB group. This document will show how to filter a
  • Group: KB User's Guide
  • Views this week: 30
  • Total views: 40188
ID: 127

KB User's Guide - Topics Tab - Adding, Editing, and Deleting Topics

Last updated on 2025-06-02
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: 60
  • Total views: 60873
ID: 5344

KB User's Guide - User Training: How to Guide Those Visiting Your Live KB Site

Last updated on 2023-12-04
This document describes how your users can find the documents they seek.
  • Group: KB User's Guide
  • Views this week: 28
  • Total views: 39165
ID: 15356

2021 KnowledgeBase (KB) User Group Meeting

Last updated on 2025-10-21
Every year the KnowledgeBase team and the user community come together with industry experts to share experiences, lessons learned, and best practices. This year our collaborative events took place the week of July 26th-30th, 2021.
  • Group: KB User's Guide
  • Views this week: 14
  • Total views: 24314
ID: 112194

KB User's Guide - Training - Basic Administrator Training

Last updated on 2024-03-12
New KB Admins can use this document as a point of departure to begin building their KB sites.
  • Group: KB User's Guide
  • Views this week: 49
  • Total views: 40131
ID: 15358

KB User's Guide - Users Tab - Transfer News Ownership Button

Last updated on 2023-08-08
This document explains the behavior Transfer News Ownership button.
  • Group: KB User's Guide
  • Views this week: 30
  • Total views: 37269
ID: 15192

KB User's Guide - Users Tab - Updating a User's Default KB Group Space via the Users Tab

Last updated on 2026-08-21
This document explains how a Group Space Admin can update a user's default Group Space within their own Group Space. Use Case: A KB Admin in Group Space A grants access to a user whose default KB Group Space is still set to Group Space B from a ...
  • Group: KB User's Guide
  • Views this week: 52
  • Total views: 39972
ID: 5961

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