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Documents Tab :: ADMIN TOOLS TAB - Documents

The Documents tab is used to create, edit, activate, and delete documentation within your KB site.

KB User's Guide - Documents Tab - Moving a Document to the Trash

Last updated on 2026-05-21
While archiving is the main way to retire an unneeded document, there are instances where moving it to the trash may be more appropriate—for example, if the document was created for testing purposes, or if it was a duplicate.
  • Group: KB User's Guide
  • Views this week: 123
  • Total views: 45893
ID: 5724

KB User's Guide - Documents Tab - Viewing the Document Activity Log

Last updated on 2026-05-21
This document describes how to view and understand the Activity Log for a KB document, which contains the complete record of all changes that have been made to a document over time.
  • Group: KB User's Guide
  • Views this week: 93
  • Total views: 6554
ID: 154907

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

Last updated on 2026-05-21
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: 128
  • Total views: 26172
ID: 109513

KB User's Guide - Topics Tab - Audiences

Last updated on 2026-05-19
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: 133
  • Total views: 45807
ID: 36845

KB User's Guide - Document Expiration

Last updated on 2026-05-18
This document provides a broad overview of the document expiration process and what happens when a document expires.
  • Group: KB User's Guide
  • Views this week: 114
  • Total views: 18252
ID: 122419

KB User's Guide - Documents Tab - Viewing and Editing Templates

Last updated on 2026-05-14
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: 84
  • Total views: 35553
ID: 36761

KB User's Guide - Documents Tab - Editing a Shared Document

Last updated on 2026-05-14
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: 76
  • Total views: 12996
ID: 130402

KB User's Guide - Documents Tab - Document Style Guidelines

Last updated on 2026-05-13
This style guide lists a set of standards for design and writing of KB documents. This document defines the standards and conventions used in KB User's Guide Documents. These guidelines are provided to ensure that all documents use the same style, ...
  • Group: KB User's Guide
  • Views this week: 310
  • Total views: 101879
ID: 5304

KB User's Guide - Documents Tab - Review and Validation Tools

Last updated on 2026-05-12
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: 94
  • Total views: 39975
ID: 5241

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: 106
  • Total views: 25239
ID: 12072

KB User's Guide - Documents Tab - How To View a Document's Version History

Last updated on 2026-05-21
This document details how to view a document's version history, which allows you to view the history of saved changes for a document.
  • Group: KB User's Guide
  • Views this week: 108
  • Total views: 47306
ID: 6534

KB User's Guide - Documents Tab - Overview of Document Settings

Last updated on 2026-05-22
This document gives an overview of the section settings contained in the right side panel of the document edit screen.
  • Group: KB User's Guide
  • Views this week: 105
  • Total views: 9465
ID: 154863

KB User's Guide - Enabling Dark Mode for the TinyMCE Editor

Last updated on 2026-05-26
This document describes how a KB author can set a preference for the TinyMCE WYSIWYG editor to load in dark mode when editing KB documents.
  • Group: KB User's Guide
  • Views this week: 84
  • Total views: 1957
ID: 159194

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

Last updated on 2026-06-02
This document explains how to transfer document ownership from one user to another, either by 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: 83
  • Total views: 29581
ID: 92831

KB User's Guide - Documents Tab - Image Guidelines

Last updated on 2026-06-02
This document explains guidelines for images included in your KB documents, including standards for formatting, sizing, and displaying as well as recommended naming conventions.
  • Group: KB User's Guide
  • Views this week: 261
  • Total views: 78942
ID: 4643

KB User's Guide - Documents Tab - Creating a KB Document from Microsoft Word or Google Docs

Last updated on 2026-06-02
This document explains the available methods for creating a KB document from content drafted in Microsoft Word or Google Docs.
  • Group: KB User's Guide
  • Views this week: 127
  • Total views: 42498
ID: 21357

KB User's Guide - Documents Tab - Viewing Who Last Updated a Document

Last updated on 2026-06-02
The Last Updater attribute captures the user who most recently edited or published a document. This is useful in spaces where authors other than the owner may be responsible for making changes, or when other users are responsible for publishing.
  • Group: KB User's Guide
  • Views this week: 57
  • Total views: 31666
ID: 18954

KB User's Guide - Using the Attachments sidebar

Last updated on 2026-06-04
In the new document edit screen, the Attachments sidebar can be used to upload, place, and manage images or files that you want to use within a specific document. This document covers how to use it.
  • Group: KB User's Guide
  • Views this week: 71
  • Total views: 829
ID: 161706

KB Users Guide - Documents Tab - Content Restriction Tags

Last updated on 2026-06-08
This document explains how to use the KB content restriction functions to prevent portions of a document from appearing on certain sites.
  • Group: KB User's Guide
  • Views this week: 95
  • Total views: 22133
ID: 114268

KB User's Guide - Understanding Access to Documents

Last updated on 2026-06-08
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: 107
  • Total views: 17901
ID: 135986

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