Creating Knowledge Base Books, Folders, and Topics
Organize information in the either Knowledge Base or Personal Base Information useful to an individual user that only the logged-in user can view and update. by creating high level books, internal folders, and pages to address individual topics.
Use the following procedure to create or Knowledge Base material.
1. | Select Go To>>Knowledge Base, or select Knowledge Base from the main navigation panel. The Knowledge Base window opens. |
2. | To create a Book, click the New Book toolbar icon. See Knowledge Base Toolbar. |
The <new book> appears in the left pane.
3. | Type a name and press Enter. |
4. | Click in the right pane to add HTML![]() |
TIP: Adding text or attachments at the book level is possible but will interfere with a book level Table of Contents. Adding a TOC replaces the text on the book, folder, or topic.
5. | To add a Folder, highlight the book to add the folder to and click the New Folder toolbar icon. See Knowledge Base Toolbar. |
○ The <new folder> appears under the selected book.
○ Type the name of the folder.
○ Click in the right pane to add HTML text or click the Attach a file toolbar icon to add an attachment. See Adding HTML Text to Knowledge Base Topics.
6. | To add a Topic Page, highlight the book or the folder to add the topic to, and click the New Topic Page toolbar icon. See Knowledge Base Toolbar. |
○ The <new page> appears under the selected book or folder.
○ Type the name of the topic.
○ Click in the right pane to add HTML text or click the Attach a file toolbar icon to add an attachment.