Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Enter the keyword. Click Enter.

You can also select a logic in which the items you are searching for contain or do not contain the keyword. Click the Keywords filter.

Click the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Type, Subject, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Type

Select the desired Type. Select a single or multiple Types.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Type filter.

Click the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Subject, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Subject

Select a single or multiple subjects

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Subject filter.

Click the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click SUBJECTS

Click the Subject

It will append this Subject in the Subject filter

It will display the Knowledge Items that match all of the selected filters

If the Subject has a number in the lower right corner, for example +6 items in this case, it means that there are 6 items that do not match the selected filters, so they are not part of them. Also, it means that there are a total of 7 items in this Subject.

If you click on the number, it will remove all the other filters and add the Subject you clicked.

It will display all Knowledge items that belong to this Subject

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Responsible Group

Select a single or multiple Groups

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Responsible Group filter.

Click the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Subject, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Author

Select a single or multiple Authors

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Author filter.

Click the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Archived

Select True or False

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Subject, Responsible Group, Author, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Viewed

Select True or False

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Responsible

Select True or False

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Assigned

Select True or False

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Studied

Select True or False

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Overdue

Select True or False

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Favorite

Select True or False

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Assignment Due Date, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Assignment Due Date

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified due date. Click the Assignment Due Date filter.

Select the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Created, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Created

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified Created date. Click the Created filter.

Select the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Updated, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Search Knowledge

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Updated

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified Updated date. Click the Updated filter.

Select the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Periodic Reviewer, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Advanced Search

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Periodic Reviewer

Select a single or multiple reviewers

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Periodic Reviewer filter.

Click the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Review Due Date and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Advanced Search

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Period Review Due Date

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified Updated date. Click the Period Review Due Date filter.

Select the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer and Periodic Review Period.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click on Knowledge

Click Advanced Search

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Periodic Review Period

Select a single or multiple periods

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Periodic Review Period filter.

Click the desired option

It will display all Knowledge items based on your selection. Click the desired Knowledge item to open.

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Subject, Responsible Group, Author, Archived, Viewed, Responsible, Assigned, Studied, Overdue, Favorite, Assignment Due Date, Created, Updated, Periodic Reviewer and Periodic Review Due Date.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Knowledge item you are searching for needs to match all of them. The Any filter will return all Knowledge items that belong to each individual filter. Click on All to switch between All / Any.

Click Export Items

Click Start Export

Once the export is finished, click Download CSV. It will also be sent to you via email.

First, you need to load some Knowledge items. In this example, we'll select "All Items", but you can select a different option. Click the drop-down menu.

Select All Items. This will display all documents.
​NOTE: If you don't want to use the predefined Views, you can use the Advanced Search. For more info, see the Filters section in Using Views in Knowledge.

Once the desired Knowledge items are displayed, click the Sort menu.

Select the desired option

Click the desired filter

Click Remove Filter

To remove all filters at once, click the New Search button.

Click the Filters button to hide the filters

The filters will be hidden
​NOTE: You can also show the filters by clicking the Filters button

Select the desired filters

Click Save

Choose between New View and Replace Existing View. In this example, we will create a New View.

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View

You can select one or multiple members that you want to share this View with.

Click Save

The name of the View will be displayed. If you have more than one saved View, you can choose a different View by clicking on the grey arrow and selecting the desired View.

Click Views

You can search by View name or hashtag.
​NOTE: There are 3 types of hashtags:

Select the desired View

The hashtag is displayed for each View

Click the View

Click Share

Select the desired positions

You can allow the position to change the View

You can share the link directly to another member with copy/paste

Click Share. These positions will receive an email notification. They need to click the link in the email.

It will show the Owner's name, including the filters and Knowledge items.

If the View is modified, click Save.

Click Replace Existing View

Select the View to be replaced. The currently modified View is selected by default.

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can remove existing Owners or add additional ones

You can share this View with other positions. They will receive an email notification.

A Warning will be displayed that this change will affect everyone who can see this View

Click Save

Click the View

Click the gear icon

Click Edit

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View

You can select one or multiple members that you want to share this View with.

If you don't need the View, you can delete it.

Click Save

Click the View

Click the gear icon

Click X

A confirmation window will pop up. Click OK.

If you have more than one Organization, you can select the desired one.

Click Views or on the currently open View

Click Study Items. All Knowledge items assigned to you for study will be displayed.

If you have more than one Organization, you can select the desired one.

Click Views or on the currently open View

Click Responsible Items. All Knowledge items that this position is assigned as a Responsible Position to, will be displayed.

If you have more than one Organization, you can select the desired one.

Click Views or on the currently open View

Click Authored Items. All Knowledge items that you authored will be displayed.

If you have more than one Organization, you can select the desired one.

Click Views or on the currently open View

Click Favorite Items. All Knowledge items that you marked as favorite will be displayed.

If you have more than one Organization, you can select the desired one.

Click Views or on the currently open View

Click All Items

Click Have feedback on our new views & filters panel?

You can leave your feedback

If you want to contacted about this issue or another user experience testing, select this option.

Click Submit Your Feedback