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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 - 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: 99
  • Total views: 25019
ID: 12072

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: 71
  • Total views: 12846
ID: 130402

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: 112
  • Total views: 35371
ID: 36761

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: 339
  • Total views: 101246
ID: 5304

KB User's Guide - Documents Tab - Left Navigation Bar Links

Last updated on 2026-04-17
This document describes the pages linked from the side navigation under the Documents tab in the KB Admin Tools.
  • Group: KB User's Guide
  • Views this week: 122
  • Total views: 67546
ID: 8537

KB User's Guide - Documents Tab - Guide to HTML Editor Buttons (Classic Editor)

Last updated on 2026-03-17
Description of HTML editor buttons in KB Admin Tools
  • Group: KB User's Guide
  • Views this week: 185
  • Total views: 162456
ID: 14927

KB User's Guide - Documents Tab - Basic HTML Commands

Last updated on 2026-03-17
This document provides basic HTML commands that are needed for creating KnowledgeBase documents.
  • Group: KB User's Guide
  • Views this week: 103
  • Total views: 53283
ID: 3469

KB User's Guide - Document Edit Screen Transition FAQ

Last updated on 2026-03-06
This document answers some common questions about the transition to the new document editing interface in the KB Admin Tools.
  • Group: KB User's Guide
  • Views this week: 113
  • Total views: 8920
ID: 152383

KB User's Guide - Documents Tab - Enabling Internal Discussion Feature

Last updated on 2026-02-27
The internal discussion feature allows document users and readers to post comments to individual KnowledgeBase (KB) documents. Please note that this feature will only appear when viewing documents internally on your live site.
  • Group: KB User's Guide
  • Views this week: 97
  • Total views: 36178
ID: 12562

KB User's Guide - Documents Tab - Document Review Screen Actions

Last updated on 2026-05-12
This document will describe the various action buttons that are available on the document review screen along with their functions.
  • Group: KB User's Guide
  • Views this week: 117
  • Total views: 35264
ID: 19000

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: 121
  • Total views: 18018
ID: 122419

KB User's Guide - Documents Tab - Create a Table of Contents

Last updated on 2026-05-19
The Table of Contents feature allows you to easily generate a linked list of content at the top of (or really, anywhere) in your document. Users visiting your page can easily navigate to precise section that interests them. Note: the Table of ...
  • Group: KB User's Guide
  • Views this week: 115
  • Total views: 16971
ID: 36923

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: 119
  • Total views: 45561
ID: 36845

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: 113
  • Total views: 6355
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: 132
  • Total views: 25920
ID: 109513

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: 144
  • Total views: 47066
ID: 6534

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: 124
  • Total views: 45645
ID: 5724

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: 138
  • Total views: 9237
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: 65
  • Total views: 1816
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: 95
  • Total views: 29402
ID: 92831

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