KB User's Guide - Users Tab - Adding a User
Last updated on 2025-09-10
This document explains how to add a user to your KB and grant them permissions consistent with your workflow.- Group: KB User's Guide
- Views this week: 403
- Total views: 64189
KB User's Guide - Documents Tab - KB Custom Class Names
Last updated on 2024-11-15
This document lists KB custom tags for your reference. If an author inadvertently uses a class name that the KB uses for custom tags (e.g. class="internal"), it will have unintended results in the KB document. The following is a reference point for ...- Group: KB User's Guide
- Views this week: 121
- Total views: 29698
KB User's Guide - Documents Tab - Attachment Search
Last updated on 2024-10-14
In addition to searching for document keywords and text, the KB's search engine allows users to search for text within certain types of file attachments.- Group: KB User's Guide
- Views this week: 110
- Total views: 30100
KB User's Guide - General Info - Site-Level Vs. Document-Level Feedback
Last updated on 2024-10-14
This document describes the difference between site-level and document-level feedback forms available to end users, including how related notifications are routed.- Group: KB User's Guide
- Views this week: 171
- Total views: 28992
KB User's Guide - Users Tab - Viewing, Updating and Deleting Users
Last updated on 2024-05-21
This document explains how to modify or update information for an existing user in the KB Admin Tools, and what to do if a user needs to be removed.- Group: KB User's Guide
- Views this week: 204
- Total views: 40454
KB User's Guide - Documents Tab - Deactivate or Delete a Template
Last updated on 2024-02-14
The Document Template feature in KB Admin Tools makes it easier for KB authors to replicate frequently used document formats and styles. This document shows you how to remove an existing template.- Group: KB User's Guide
- Views this week: 183
- Total views: 31215
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: 146
- Total views: 30789
KB User's Guide - Documents Tab - Creating and Using Templates
Last updated on 2023-11-20
The Template feature allows authors to make one, or multiple documents, all having a uniform appearance and maintain specific settings. A well pre-formatted template can prescribe very specific content, structure, formatting and prompt for minimal ...- Group: KB User's Guide
- Views this week: 205
- Total views: 47830
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: 90
- Total views: 31613
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: 324
- Total views: 74437
KB User's Guide - Settings Tab - Displaying KB Pre-defined Features via Side Module Links
Last updated on 2023-06-27
This document will go into detail on how to display links to the Site-level Feedback Form, Topics Map, Keyword Index, Site Glossary, Assessment page, and Dropbox page as Side Module Links.- Group: KB User's Guide
- Views this week: 158
- Total views: 34505
KB User's Guide - Settings Tab - Document Expiration Period
Last updated on 2023-06-26
This document discusses what the Document Expiration Period is, the default expiration period and how you can change it to suit your KB Group's needs.- Group: KB User's Guide
- Views this week: 151
- Total views: 33340
KB User's Guide - Documents Tab - Reviewing Expiring Documents
Last updated on 2023-04-25
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: 143
- Total views: 19882
KB User's Guide - Documents Tab - Dual Status in Multiple KB Sites
Last updated on 2022-06-15
This document explains the SiteStatus field in the Document Information Table when viewing in KB Admin Tools.- Group: KB User's Guide
- Views this week: 145
- Total views: 36054
KB User's Guide - Documents Tab - TinyMCE Shorthand Codes
Last updated on 2022-04-05
This document explains how to use shorthand codes in the TinyMCE editor to quickly insert LinkDocs, IncludeDocs, and attachments, or to look up users.- Group: KB User's Guide
- Views this week: 120
- Total views: 17194
KB User's Guide - Stats Tab - Doc Upkeep All Groups
Last updated on 2023-08-08
KB Admins can track document activity of: creation, activation, etc. The Time Frame filter allows you to look at a specific month or a block of time such as a calendar year or a specific quarter of the fiscal year. This document will explain what ...- Group: KB User's Guide
- Views this week: 89
- Total views: 27543
KB User's Guide - Documents Tab - Using the Include Doc Feature to Restrict Content
Last updated on 2025-09-22
This document will show you how to create a document that is restricted to a subset of your internal users. We will then show you how to embed the document with restricted content into a "container" document which is intended for general consumption.- Group: KB User's Guide
- Views this week: 118
- Total views: 35493
KB User's Guide - Example of a UW-Madison Policy Embedded With Include Doc
Last updated on 2025-02-26
This document provides an example of how a UW-Madison campus policy (hosted in the campus Policy Library) appears when embedded in a KB document.- Group: KB User's Guide
- Views this week: 161
- Total views: 4567
KB User's Guide - Documents Tab - Overview of Classic Editor Fields and Settings
Last updated on 2025-10-13
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: 533
- Total views: 147351
KB User's Guide - Topics - The Batch Topic Assignment Tool
Last updated on 2025-09-29
This feature allows users to apply or remove individual topics from a set documents, without affecting any other current topic assignments. You may search for a set of documents based on keywords in various fields in the document. Additionally, the ...- Group: KB User's Guide
- Views this week: 166
- Total views: 73753
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