Edit Knowledge Documents

Knowledge Management › Work with Knowledge Documents › Edit Knowledge Documents

Edit Knowledge Documents

You can edit a knowledge document that has not yet been published. All users with full write permissions can edit documents by default, but the administrator specifies your knowledge document permissions. For example, your administration configures Knowledge Management so that only an assignee, the document owner, or a knowledge manager can edit documents.

To edit a document from the Knowledge tab

On the Knowledge tab, select the appropriate category.
The Knowledge Document List page displays documents in the selected category.
Right-click the title of the document, and select Edit from the shortcut menu.
The Update Knowledge Document page appears.

Note: If the document has been published, create a rework version to modify the content.
(Optional) The properties of a knowledge document can be changed on the Attributes tab, but you must have write access to the document to modify the properties.
(Optional) Complete or change the fields on the various tabs as appropriate.
(Optional) Do one of the following, as appropriate:

Knowledge Document
1. Click Edit Resolution on the Content tab to open the HTML Editor.
2. Modify the body (resolution) of the document.
3. Click OK to save your changes and close the HTML Editor.
Knowledge Tree Document
1. Click Design Tree on the Content tab to open the Knowledge Tree Designer.
2. Edit the knowledge tree.
3. Click Save and Close.
(Optional) Click Spell Check to review the spelling in the content you entered.
(Optional) Click User View to open the Preview window, which presents the document as it appears when a user displays it.
You can close the Preview window when you finish reviewing the document.
Click Save when you finish editing the document.
The product saves your changes.
Do one of the following:
- Click Save Version to save a new version of the document.
- Click Publish to put the document in the knowledge base and make it available to users with the appropriate permissions.
- Click Cancel to close the Update Knowledge Document window and open the Knowledge Document Detail window.