Contents
| Index
|
 | Welcome to KnowledgeTree |
 | About this Manual |
| Getting Help |
| KnowledgeTree Overview |
| KnowledgeTree Editions |
| KnowledgeTree Client Tools for Windows |
| KnowledgeTree Commercial Edition License |
| Permissions Overview |
| Search Overview |
| Using Search |
| The Search Query Builder |
| Search Optimization |
| Integration with 3rd Party Applications |
| 3rd-Party WebDAV clients |
| KnowledgeTree Web Service |
| Getting Started |
| Starting KnowledgeTree |
| Windows |
| Linux |
| Logging In |
| How to Log in to KnowledgeTree Web Interface |
| How to Log in to KnowledgeTree Explorer |
| Connecting to the KnowledgeTree Server |
| Changing the Default Admin Password |
| Restoring the Default Admin Password |
| Allowing Anonymous Login |
| Configuring KnowledgeTree |
| Search in config.ini |
| Enabling Email Notification |
| Disabling the Ajax Dashboard |
| Disabling the Metadata Prompt |
| Customizing the Login Screen |
| Configuring WebDAV on KnowledgeTree Community Edtion |
| Configuring SSL for the Apache Server |
| Connecting to KnowledgeTree installed on an OpenSuse Server |
| Troubleshooting |
| Managing KnowledgeTree |
| Dashboard |
| Customizing Dashboard Welcome Text |
| Browse Documents |
| About this folder (Menu) |
| Actions on this folder (Menu) |
| Document Actions Menu |
| Enabling / Disabling Administrator Mode |
| Viewing / Editing Folder Permissions |
| Assigning / Editing Roles |
| Import from Server Location |
| Bulk Export |
| Bulk Upload |
| DMS Administration |
| Miscellaneous |
| Manage Task Scheduler |
| Managing Scheduled Tasks |
| Editing Help Files |
| Viewing / Editing / Deleting / Customizing Help |
| Plugins |
| Re-reading / Updating Plugins |
| Support and System Information |
| Viewing Support and System Information |
| Views |
| Viewing / Editing / Adding Views |
| Extended Transaction Information |
| Generating Transaction Reports |
| Edit Quicklinks |
| Adding / Editing / Deleting Quicklinks |
| Edit Disclaimers |
| Editing / Deleting Disclaimers |
| Users and Groups |
| Authentication |
| Editing / Deleting / Adding Authentication Sources |
| Editing Authenication Providers |
| Manage Users |
| Adding Users |
| Viewing / Enabling / Disabling / Editing / Deleting Users |
| Manage Groups |
| Adding Groups |
| Viewing / Editing / Deleting Groups |
| Control Units |
| Viewing / Editing / Deleting / Adding Units |
| Assigning Unit Administrators |
| Security Management |
| Permissions |
| Viewing / Deleting / Adding Permissions |
| Roles |
| Adding Roles |
| Viewing / Editing / Deleting Roles |
| Dynamic Conditions |
| Viewing / Editing / Deleting / Adding Dynamic Conditions |
| Assigning / Unassigning Dynamic Conditions |
| Running Dynamic Conditions |
| Document Storage |
| Forcing Check-in |
| Restoring Archived Documents |
| Restoring / Expunging Deleted Documents |
| Verifying Document Storage |
| Document Metadata and Workflow Configuration |
| Document Types |
| Viewing / Editing / Adding Document Types |
| Enabling/Disabling Document Types |
| Associating / Disassociating Fieldsets and Document Types |
| Document Fieldsets |
| Viewing Existing Fieldsets |
| Adding New Fieldsets |
| Editing / Deleting Fieldsets |
| Setting Up Conditional Fieldsets |
| Fields |
| Viewing / Adding Fields |
| Adding Lookup Fields |
| Adding Tree Fields |
| Editing / Deleting Fields |
| Email Document Types |
| Viewing / Adding Email Document Types |
| Workflows |
| Creating and Using Workflows |
| Workflow Admin Page |
| Viewing Workflows |
| Adding Workflows |
| Copying Workflows |
| Editing Workflow Process |
| Editing Basic Workflow Details |
| Adding / Editing Transitions |
| Transition Requirements |
| What are Guard Triggers? |
| Adding Transition Restrictions |
| Viewing / Editing / Deleting Restrictions |
| Transition Effects |
| Viewing / Editing / Deleting / Adding Transition Effects |
| Adding / Editing States |
| Configuring State Effects |
| Configuring Security by Workflow State |
| Adding / Editing Notifications on Workflow States |
| Document Numbering Schemes |
| Link Type Management |
| Viewing / Editing / Deleting / Adding Document Link Types |
| Automatic Workflow Assignments |
| Enabling / Disabling Automatic Assignment of Workflows |
| Workflow Allocation by Document Types |
| Allocating Workflows to Document Types |
| Search and Indexing |
| KTIS Administration |
| Viewing/Adding/Deleting License |
| Reporting |
| Generating User Activity Reports |
