Screen-by-Screen/Research/Knowledgebase

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1 Knowledgebase

[edit] Knowledgebase

To get to the Knowledgebase, click the 'research' tab, then the 'Knowledgebase' tab.

The Knowledgebase allows you to add articles that your users and workers have access to. For more information on providing users access to Knowledgebase articles, see our Screen-by-Screen article on Support Center -> Knowledgebase or Knowledgebase Cookbook recipe articles, as it is outside of the scope of this article.

[edit] Add Topic

Clicking the Add Topic button will allow you to add a new topic.

Name: The name of the topic.

[edit] Add Article

Clicking the add article button will allow you to add a new article to the system

Title: The title of the article
Add to Categories: Check the boxes for each category this article should appear in
Insert/Paste Content: The content of the article
Format: The format of the content in the article.

[edit] Topics

The topics section at the top of the page lists all of the topics in the system. Clicking on 'Top' will return you to the root category. Clicking an existing topic will take you to that topic. Clicking a topic will allow you to edit that topic, add subcategories to that topic, and add articles to that topic.

[edit] Edit Topic

Clicking on the Edit Topic button will pop up a pane that allows you to edit the name of the Topic

[edit] Add Subcategory

Clicking on the Add Subcategory button will allow you to add a subcategory to the existing category.a

[edit] Add Article

Clicking on the Add Article button will open the Add Article pane, with the current category already checked

Title: The title of the article
Add to Categories: Check the boxes for each category this article should appear in
Insert/Paste Content: The content of the article
Format: The format of the content in the article.

[edit] Search

Clicking the search button will take you to a search page, allowing you to search articles. Note: The browse button will take you back to browse page. Like all search pages, you can filter your results using the filter section on the left side of the page.