Contents
| Index
|
 | Welcome to KnowledgeTreeLive |
 | About this Guide |
| Getting Help |
| Getting Started |
| Signing up for a KnowledgeTreeLive Account |
| Logging in |
| Cancelling a KnowledgeTreeLive Account |
| Upgrading a KnowledgeTreeLive Account |
| Upgrading to a KnowledgetreeLive Subscription |
| Purchasing User Tokens |
| Using KnowledgeTreeLive |
| KnowledgeTreeLive Dashboard |
| Viewing Account Information |
| Viewing Storage Usage Statistics |
| User Accounts |
| Viewing / Adding Users in DMS Administration |
| KnowledgeTreeLive Issue Tracker |
| Viewing Support Tickets |
| View Issue Page |
| Logging Support Tickets |
| Updating / Closing Support Tickets |
| Introduction to KnowledgeTree Document Management Made Simple |
| About KnowledgeTree |
| Organizational Hierarchy |
| Version Control |
| Setting up KnowledgeTree DMS |
| Permissions |
| Creating the Permissions Structure |
| Units, Groups, Users, and Roles |
| Adding Users and Groups |
| Why use Units? |
| Why use Roles? |
| Allocating Permissions to Groups and Roles |
| Metadata |
| Document Types, Fieldsets, and Fields |
| Using Metadata in KnowledgeTree |
| Adding Document Types, Fieldsets, and Fields |
| Metadata Storage and the Folder Structure |
| Workflows |
| Workflows and Permissions |
| Guidelines for Applying Workflows |
