Editing Knowledge Base Books, Folders, and Topics

You can change the structure of the organizational tree, add keywords, attach files, and set security.

1.

Select the book or folder to edit.

2.

Right-click and select Edit.

The Section Properties dialog box opens.

3.

Click the Book, Attached File or Access tab.

○ Book. Allows you to rename a book or add a subfolder.

To rename a book, at the Book field, type the new name of the book.

To add a folder, follow the directions on the screen.

○ Attached File. Allows you to link existing files to your information.

To attach a file, at the Attached file field, type in the file name or click the ellipse button and then select a file.

To synchronize the file, check the Synchronize the file checkbox to include the attachment when the Knowledge Base information is synchronized to remote users.

Note that the File Information area fields will change according to the file you enter.

○ Access. Sets reading and updating security access on books, folders, and topics. See Setting Security Access on Knowledge Base Topics.

To set the Read access, follow the directions on the screen.

4.

To edit a topic, select the topic, right-click on it and then select Edit.

The Topic Properties dialog box opens.

○ Topic. Allows you to use keywords to speed up searches and to create a tree structure of the book.

At the Topic field, select the topic.

At the Keywords One or more words that succinctly describe a document's contents. field, type the keywords separating each word using commas (,). See Adding Keywords to Knowledge Base Topics.

At the Folder field, edit the tree structure of the book and folder by typing a new folder name after the book name, separated by semi-colons.