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Create a New Knowledge Tree Document

You can create a knowledge tree document by accessing the Tree Designer.

To create a knowledge tree document

  1. Right-click the category or subcategory in which to add the new document in the Category pane, then select Create Knowledge Tree Document from the shortcut menu.

    Note: You cannot create a document directly under the TOP category. If necessary, add a new category in which to create the document.

    The Create New Document window opens.

  2. Complete the fields on the Content tab as appropriate.
  3. Click Design Tree.

    The Tree Designer opens.