Knowledge Management › Work with Knowledge Documents › Create Knowledge Documents

Create Knowledge Documents

You can create knowledge documents to capture and organize information and expand your knowledge base. Publish knowledge documents to provide users in your environment with solutions to complex issues.

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

To create a knowledge document

1. Select the desired knowledge category.
2. Click File, New Knowledge Document.

   The Create New Document page appears.

3. (Optional) Use the Find Similar tab to search for related documents.
4. (Required) Choose a document template from the drop-down list. The template specifies the content and format of documents displayed in the defined user view.

   You can also use templates to populate default values.

5. Complete the fields as appropriate.

   Note: Modifying a parent document alerts you that the change can affect child documents.

6. Click Save or Save and Close.

   The document appears on the Document List page and in the appropriate inboxes.

   Note: If you have full (read-write) permissions, you can edit the knowledge document after it has been created.