Knowledge Management › Work with Knowledge Categories

Work with Knowledge Categories

You can view the Knowledge Categories and folders that contain knowledge documents and knowledge tree documents from the Knowledge Tree. Each document resides in a primary category and may also be linked to other related categories.

To view the Knowledge Categories

1. Click the Knowledge Tab.

   The Knowledge Tree content appears.

2. Click Top.

   The Knowledge Categories tree displays the folders that contain documents.

You can perform the following tasks in Knowledge Categories:

• Find categories and documents with the Advanced Search/Filter
• Create a knowledge document within a category
• Create a knowledge tree document within a category
• Create a knowledge file within a category
• Add or modify a category, and delete one or more categories (available in category view)
• Cut, copy, or paste a category (available in category view)
• Refresh the Document List
• Edit document properties in the document list
• Use preferences to select document attributes that appear in the document list

You can perform these tasks using the commands on the File and View menus, or the shortcut menu that displays when you right-click a category.