Administration › Knowledge Administration › Knowledge Document Control › Specify Document Settings

Specify Document Settings

If you are a system administrator you can specify settings related to comments, submitting knowledge, and viewing knowledge tree documents.

To specify document settings

1. On the Administration tab, select Knowledge, Documents, Document Settings.

   The Document Settings page appears.

2. Complete the following fields:

   Knowledge Tree Document Viewing

   Specifies the viewing mode in which knowledge tree documents open. Select Open in Tree Mode (default) to open the knowledge tree directly or Open in Document Mode to open the document in document view. If you open in Document Mode, click Display to show the knowledge tree.

   Comments

   Specifies if users can submit comments for documents and view document comments. Select one of the following options:

   • Allow comment submission and comment viewing (default)—Displays a Comment field at the bottom of an open document so users can submit comments for the document. Users can view comments already associated with the open document.
   • Allow comment submission but not comment viewing—Displays a Comment field on the right of an open document so users can submit comments for the document. Users cannot view comments already associated with the open document.
   • Allow neither comment submission nor comment viewing—Denies users the ability to submit or view comments. The Comment field does not display in an open document.

   Submit Knowledge

   Defines the repository for user-submitted documents. The product populates the list with the names of repositories defined on the Attachment Library pane.

   Consider the following information:

   • When an analyst creates a document in a category that has an owner and assigns the document to the category owner:

     Category owner becomes the assignee and owner of that document.

     Category owner should receive a document assigned notification.

   • When an analyst creates a document in a category that has no owner and assigns the document to the category owner:

     No one becomes the assignee or owner of that document.

     Submit KD notification should send as defined in the administration.

   • When an analyst creates a document and does assign the document to the category owner:

     That user becomes the assignee and owner.

     A notification does not send.

   • When an employee or customer creates new documents, CA SDM takes the action as stated in the first two points.

   Maximum Resolution Size

   Defines the maximum size (in characters) that the Resolution field in a document can contain.

   Limits: The maximum characters allowed is 256000.

   Default: 32768.

   Duplicate Document Avoidance

   Forces a search for similar documents when the user creates a knowledge document.

   Notification before Expiration

   Defines the number of days before the document expires and a notification is sent.

   Default: 7

   Note: This value only applies to documents that have been updated or created in CA SDM. If you migrate documents from CA SDM r11.2, and the expiration dates are set before the migration, this option does not apply, unless or until you update the document after the migration.

   Click Save.

   The changes apply when you open a knowledge document or a knowledge tree document.