In this Help Doc
See Also
Using Search Filters
If you have many Knowledge items, the Search filters allow you to find the desired Knowledge item quickly by using one or more filters combined:
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
You can search by Type
You can search by Subject or category in which the Knowledge item belongs
You can search by Responsible Positions
If you search by keywords, you will need to click on Search. The previous filters automatically update the screen when selected.
The Knowledge item will appear
Bulk Assign Items
You can assign Knowledge items in bulk to:
All Responsible Members
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Select which items you would like to assign
Click Assign Selected Items
Choose All Responsible Members
Assign a deadline if you want all items to have the same deadline. If you leave it blank it will default to the item's deadline settings which could be different for each item.
You can also specify the reason for the assignment. This is optional.
Click Send Assignments
NOTE: Manual assignment will force a restudy of all Study List Items.
Groups
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Select which items you would like to assign.
Click Assign Selected Items
Choose Groups
Select the Groups you would like to assign the Knowledge items to.
Assign a deadline if you want all items to have the same deadline. If you leave it blank it will default to the item's deadline settings which could be different for each item.
You can also specify the reason for the assignment. This is optional.
Click Send Assignments
NOTE: Manual assignment will force a restudy of all Study List Items.
Specific Members
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Select which items you would like to assign.
Click Assign Selected Items
Choose Specific Members
Select the members you would like to assign the Knowledge items to.
Assign a deadline if you want all items to have the same deadline. If you leave it blank it will default to the item's deadline settings which could be different for each item.
You can also specify the reason for the assignment. This is optional.
Click Send Assignments
NOTE: Manual assignment will force a restudy of all Study List Items.
Guests
Click Settings
Expand your Organization
Expand Knowledge
Click on Items
Select the desired Knowledge item/s
Click on Assign Selected Items
Click on Guests
Enter the Name and Email Address of the Guest
Choose a deadline of when their access and email link will expire
Write a custom message to the guest you are inviting
Send Assignments
To verify that the guest has been added, click on Guests
The guest will be listed
The guest will receive an email with instructions on how to access the Knowledge item.
See also:
Bulk Edit Items
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Select which items you would like to edit
Click Edit Selected Items
Make the necessary changes
Click Update Knowledge Items
Bulk Delete Old Versions
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Select which items you would like to edit
Click Delete Old Versions. This will delete all previous versions of these Knowledge items and will keep the most recent one.
Click OK.
Manage Items
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Select which item you would like to manage
Click Manage
You can Edit or Delete the Knowledge item
You can add or remove Subjects
You can change Responsible Positions
Finally, you can view the Knowledge item
Export Knowledge Items
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Click Export Knowledge Items
Click Start Export.
Once the export is finished, click Download CSV. You will also receive a download link via email.
Import Knowledge Items
Currently, the import supports renaming the existing Knowledge items and changing the Publication Date only. To prepare the CSV import file, do step 1 and 2 first:
Export your Knowledge items. See Export Knowledge Items.
You would only need the following 3 columns: ID, Name and Publication Date. Remove the rest. Modify the name or Publication Date of the items. Here's an example:
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Click Import Knowledge Items
Choose file you want to import
Enter Email address to receive the import results
Click Start Importing
The status of the import will be displayed
Click Items
The renamed items will be displayed
NOTE: The items on this page are listed in alphabetical order. If you renamed random Knowledge items, they might not appear on the top as in this example.If you open the Knowledge item, you will see the changed Publication Date as well.
Delete a Knowledge Item
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Click Manage on the desired Knowledge Item
Click Delete Knowledge Item. Click OK.
Archive a Knowledge Item
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Click Manage on the desired Knowledge Item
Click Archive Knowledge Item. Click OK.
NOTE: Once archived, the item will be read-only and assignments will be removed.
Restore an Archived Knowledge Item
Go to Settings
Expand your Organization
Expand Knowledge
Click on Items
Select Archived
Click Manage
Click Restore Archived Knowledge Item