Results: 1-20 of 33

KB User's Guide - Settings Tab - Site Footers

Last updated on 2023-09-19
This document explains how you can customize the footer that displays on your internal and external live sites from the Settings tab.
  • Group: KB User's Guide
  • Views this week: 55
  • Total views: 2039
ID: 131542

KB User's Guide - Settings - Updating a Group Contact

Last updated on 2023-07-19
When a KB group space is created by the KB Team, the group is assigned a group Contact Name and Email Address, as prescribed by the person requesting the site. The group space Contact can be one or more people. The groups contact can also be a ...
  • Group: KB User's Guide
  • Views this week: 81
  • Total views: 23144
ID: 36747

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: 114
  • Total views: 30751
ID: 5724

KB User's Guide - Settings Tab - Group Spaces Screen

Last updated on 2024-05-07
There are options that can be set at the site level so that each KB Administrator can choose the best options for their users.
  • Group: KB User's Guide
  • Views this week: 71
  • Total views: 26112
ID: 18597

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

Last updated on 2024-03-05
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: 74
  • Total views: 28240
ID: 15193

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: 130
  • Total views: 43614
ID: 5344

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

Last updated on 2024-03-05
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: 110
  • Total views: 5215
ID: 123954

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: 511
  • Total views: 128269
ID: 5238

KB User's Guide - Documents Tab - Transfer Ownership of One or Multiple Documents

Last updated on 2024-02-14
This document explains how to transfer document ownership from one user to another via the Documents tab by either editing an individual document to reassign ownership, or by performing a Batch Update to reassign many documents at once.
  • Group: KB User's Guide
  • Views this week: 64
  • Total views: 18383
ID: 92831

KB User's Guide - Documents Tab - How To View Revision History

Last updated on 2024-02-14
This document details how to view a document's revision history, which allows you to view the history of saved changes for a document.
  • Group: KB User's Guide
  • Views this week: 83
  • Total views: 31229
ID: 6534

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

Last updated on 2024-01-24
This document explains how to create a new document using the KB Admin Tools.
  • Group: KB User's Guide
  • Views this week: 150
  • Total views: 51927
ID: 5235

KB User's Guide - Documents Tab - Edit a Template

Last updated on 2023-11-20
The document template feature makes it easier for KB authors to replicate frequently used document formats and styles. This document shows you how to edit an existing template.
  • Group: KB User's Guide
  • Views this week: 72
  • Total views: 23606
ID: 36761

KB Author Training - Revisions

Last updated on 2023-10-18
This document describes the revision features of the KB document editor.
  • Group: KB User's Guide
  • Views this week: 119
  • Total views: 36624
ID: 23631

KB User's Guide - Documents Tab - Minor vs Major Document Changes

Last updated on 2023-10-12
When publishing a change to an existing KB document, the change will be marked as either "major" or "minor". This document describes how this designation is determined, as well as the effects of publishing a major change.
  • Group: KB User's Guide
  • Views this week: 73
  • Total views: 13193
ID: 109513

KB User's Guide - Documents Tab - Validation Tools

Last updated on 2023-10-02
This document explains how to use some of the document validation tools provided in KB Admin Tools for document editing.
  • Group: KB User's Guide
  • Views this week: 53
  • Total views: 28685
ID: 5241

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: 72
  • Total views: 26498
ID: 24428

KB User's Guide - Settings Tab - Menus

Last updated on 2023-08-24
Menus appear on your Live KB Site(s). There are seven distinct places where an Admin can apply a Menu. This document will help describe Menu functionality and how you can use it to best engage your users.
  • Group: KB User's Guide
  • Views this week: 177
  • Total views: 63102
ID: 27019

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: 73
  • Total views: 31146
ID: 5252

KB Author Training - Editing an Existing Document

Last updated on 2023-08-17
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: 114
  • Total views: 37304
ID: 23215

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

Last updated on 2023-08-07
This document demonstrate how Group Space Admin, who has access to the Users Tab, can update the Default Group Space of a user in their own Group Space. Use Case : A KB Admin from Group Space A grants access to an user who still has access to Group ...
  • Group: KB User's Guide
  • Views this week: 82
  • Total views: 26768
ID: 5961
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