- [ -
- A -
Administrator mode
Advanced search
Anonymous login
Authentication
Active Directory
LDAP
Providers
Authentication sources
- B -
Background tasks
Binaries
Browse Documents
Browse view
Bulk download
Configure
Queue
Bulk exports
Configure
Bulk import
Bulk uploads
Best practice for
- C -
Cache
Check in
Check-out
Client Tools
Policies
Custom permissions
Add new
- D -
Dashboard
Configure
 | Setting Up and Managing KnowledgeTree |
| The KnowledgeTree Dashboard |
| General Settings |
| Disabling the Ajax Dashboard |
Dashlet
Disk usage
License
| The KnowledgeTree Dashboard |
| License Administration |
| Viewing / Deleting Existing Licenses and Adding New Licenses |
Mail Server Status
Quicklinks
Recently Added/Changed Documents
RSS Feeds
Tag Cloud
WebDAV
WebDAV Connection Information
Welcome
Your Checked-out Documents
Database
Deleted documents
Dependencies
Disclaimers
Disk usage
Statistics
Threshold percentages
DMS Administration
Indexer
| Scheduled Indexing |
| Search and Indexing - Reporting |
| Viewing Indexing Issues and Re-scheduling Indexing |
| Viewing Document Indexer Statistics |
| Viewing Documents in the Indexing Queue |
Numbering schemes
Types
| Creating Effective Document Types and Fieldsets |
| Email Document Types |
| Document Types |
| Viewing / Editing / Adding Document Types |
| Enabling / Disabling Document Types |
Document Indexer
Document numbering schemes
Document storage
Verify
Document type alerts
Configuring
Document types
Adding new
| Creating Effective Document Types and Fieldsets |
| Document Types |
| Viewing / Editing / Adding Document Types |
| Associating / Disassociating Fieldsets and Document Types |
Dynamic conditions
Add new
Configuring
- E -
Electronic signatures
Configuring
- F -
Fields
Adding
Fieldsets
Folder
And metadata
Permissions
Structure
| The Metadata Structure and the Folder Structure |
| Storing Metadata |
| Metadata, Permissions, and the Folder structure |
Folder Transactions
- G -
General settings
Getting started
Groups
Assign administrator rights to
Assign unit administrator rights to
Display all
Sub-groups
| Users, Groups, Roles, and Units |
| Users and Groups |
| Manage Groups |
| Adding New Groups |
| Viewing / Editing / Deleting Groups |
GUID
and Indexing
and KnowledgTree Office Add-in
Configure
Plugin
- H -
Add custom
Deleting
Edit custom
- I -
Import
Documents
Users and groups
Indexing
Optimizing
Statistics
Troubleshooting
Internationalization
- K -
KnowledgeTree
Permissions
| The Permissions System |
| Creating the Permissions Structure |
| Metadata, Permissions, and the Folder structure |
| Viewing / Editing Folder Permissions |
| Custom Permissions |
| Viewing / Deleting Permission Types |
Users
| Users, Groups, Roles, and Units |
| Users and Groups |
| Manage Users |
| Adding New Users |
| Viewing / Editing / Deleting Users |
Workflows
KnowledgeTree Client Tools
Office Add-in
KnowledgeTree Commercial Editions
KnowledgeTree Community Edition
KnowledgeTree server
- L -
LDAP
License
Login
Default password
Reports
Logo
Adding new custom
- M -
Metadata
Adding
| Creating Effective Document Types and Fieldsets |
| Viewing / Adding Email Document Types |
| Document Fieldsets |
| Viewing / Adding Fields |
| Document Types |
| Viewing / Editing / Adding Document Types |
| Adding Workflows |
Planning
Mime types
- O -
OpenOffice
OpenOffice test
OpenSuse server
Connecting to KnowledgeTree on
- P -
Passwords
Assigning
Custom
Dynamic
Folder
| The Permissions System |
| Creating the Permissions Structure |
| Metadata, Permissions, and the Folder structure |
| Viewing / Editing Folder Permissions |
Inheritance
Role
Plugins
Bulk export
Document Jump
Managing
Password Reset
- Q -
Quicklinks
Adding
- R -
Reports
Transaction
Roles
Adding new
- S -
Scheduled indexing
Managing
Scheduled tasks
Change frequency
Document Alerts
Document Expunge
Indexing
Run on next iteration
Scheduler
Search
Advanced
Expressions
Results
Using
| Using Search |
| Advanced Search Queries |
| Optimizing Indexing for Search |
| Search and Indexing - Reporting |
| Search and Indexing - Settings |
Security
and custom permissions
| The Permissions System |
| Creating the Permissions Structure |
| Security Management |
| Custom Permissions |
| Adding New Custom Permission Types |
and dynamic conditions
| Security Management |
| Dynamic Conditions |
| Assigning / Removing Dynamic Conditions |
| Running Dynamic Conditions |
and Roles
Session management
SSL
Starting KnowledgeTree
Statistics
Disk usage
Folder utilization
Support
- T -
Task Scheduler
Manage
Transaction reports
- U -
Unit administrator
Units
Adding
Default browse to
User interface
Username
Add to group
Add to roles
and Permissions
| Users, Groups, Roles, and Units |
| The Permissions System |
| Creating the Permissions Structure |
| Viewing / Editing Folder Permissions |
Viewing
- V -
Version
History
Views
- W -
WebDAV
and KnowledgeTree Community Edition
Dashlet
WebDAV clients
Workflows
Adding new
| Introduction to KnowledgeTree Workflows |
| How to set up a Workflow |
| Getting Started - Adding the workflow to KnowledgeTree |
| Adding Workflows |
| Copying Workflows |
Automatic assignment
Configuring
| Introduction to KnowledgeTree Workflows |
| Workflows |
| How to set up a Workflow |
| Getting Started - Adding the workflow to KnowledgeTree |
| Editing Connections from Transitions to States |
Permissions
State
Transition
| Adding Transition Restrictions |
| Configuring Transition Effects |
| Adding / Editing Transitions |
| Viewing / Editing / Deleting Transition Restrictions |
Transition restrictions
| Adding Transition Restrictions |
| Configuring Transition Effects |
| Viewing / Editing / Deleting Transition Restrictions |
