KnowledgeTree Overview
About this Help
Users, Groups, Roles, and Units
Version Control
The Permissions System
Creating the Permissions Structure
Metadata
The Metadata Structure and the Folder Structure
Storing Metadata
Metadata, Permissions, and the Folder structure
Creating Effective Document Types and Fieldsets
Introduction to KnowledgeTree Workflows
GUIDs and Indexing
Getting Started
Starting KnowledgeTree
Logging On
Logging Off
Using Search
Advanced Search Queries
Changing the Default Admin Password
Restoring the Default Admin Password
Miscellaneous Configuration Tasks
Configuring WebDAV on KnowledgeTree Community Edtion
Connecting to KnowledgeTree installed on an OpenSuse Server
Configuring SSL for the Apache Server
Adding New Custom Dashlets
Adding a Custom Logo to the Login Page
Setting Up and Managing KnowledgeTree
The KnowledgeTree Dashboard
Customizing Dashboard Welcome Text
Browse Documents
Viewing Folder Contents
Viewing Folder Transactions
Administrator Mode
Enabling and Disabling Administrator Mode
Viewing / Editing Folder Permissions
Assigning / Editing Roles
Importing Content from a Server Location
Bulk Exporting Folder Content
Bulk Uploads
Bulk Uploading Zipped Files
Administration
Miscellaneous
Adding/Editing/Deleting Quicklinks
Adding/Editing Disclaimers
Generating Transaction Reports
Adding/Editing Custom Help Files
Managing Plugins
The KnowledgeTree Task Scheduler
Scheduled Indexing
Optimizing Indexing for Search
Managing Scheduled Tasks
Viewing Support and System Information
Managing Views
Users and Groups
Authentication
Adding/Editing/Deleting Authentication Sources
Editing Authenication Providers
Manage Groups
Adding New Groups
Viewing / Editing / Deleting Groups
Control Units
Adding/Editing/Deleting Units
Assigning Unit Administrators
Manage Users
Adding New Users
Viewing / Editing / Deleting Users
Security Management
Dynamic Conditions
Configuring Dynamic Conditions
Assigning / Removing Dynamic Conditions
Running Dynamic Conditions
Custom Permissions
Adding New Custom Permission Types
Viewing / Deleting Permission Types
Roles
Adding New Roles
Viewing / Editing / Deleting Roles
Document Storage
Restoring Archived Documents
Overriding Document Check-out
Verifying Document Storage
Restoring / Expunging Deleted Documents
Document Metadata and Workflow Configuration
Document Numbering Schemes
Document Numbering Scheme Tokens
Viewing / Editing / Adding Custom Numbering
Email Document Types
Viewing / Adding Email Document Types
Document Fieldsets
Viewing Existing Fieldsets
Adding New Fieldsets
Editing / Deleting Fieldsets
Setting Up Conditional Fieldsets
Fields
Viewing / Adding Fields
Defining Lookup Fields
Defining Tree Fields
Defining Large Text Fields
Defining Multiselect Fields
Editing / Deleting Fields
Link Type Management
Configuring Document Links
Alerts by Document Type
Configuring Alerts by Document Type
Document Types
Viewing / Editing / Adding Document Types
Enabling / Disabling Document Types
Associating / Disassociating Fieldsets and Document Types
Automatic Workflow Assignments
Enabling / Disabling Automatic Assignment of Workflows
Workflows
How to set up a Workflow
Getting Started - Adding the workflow to KnowledgeTree
Working with existing workflows
Adding Workflows
Configuring Security by Workflow State
Adding / Editing Notifications on Workflow States
Adding Transition Restrictions
Configuring Transition Effects
Viewing / Editing Workflow Settings
Copying Workflows
Editing Connections from Transitions to States
Adding / Editing Transitions
Viewing / Editing / Deleting Transition Restrictions
Adding / Editing States
Allocating Workflows to Document Types
Search and Indexing - Reporting
Viewing Text Extractors and Supported Mime Types
Viewing Indexing Issues and Re-scheduling Indexing
Viewing the Status of External Dependencies and the Document Indexer
Viewing Document Indexer Statistics
Viewing Supported Mime Types and Extensions
Viewing Documents in the Indexing Queue
Reschedule all documents
System Configuration
KnowledgeTree config.ini
Client Tools
Email
Configuring Email Settings for KnowledgeTree
General Settings
Allowing Anonymous Login
Disabling the Ajax Dashboard
Internationalization
Search and Indexing - Settings
Security
Electronic Signatures
Configuring Electronic Signatures
User Interface
License Administration
Viewing / Deleting Existing Licenses and Adding New Licenses
Reporting
Generating User Activity Reports


© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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