Editing Documents

This page is used to create or edit a single knowledge document.

Only users with user role 'editor' or 'approver' are allowed to view this page. Only documents with status 'under construction' may be changed. All other documents will only allow to change the status (depending on the user role).

Structure Texts

For details on the main navigation (banner) of powerKNOW see Main Navigation

Use the 'Title' field to edit the title of the document.

Editing structure fields:
Select one of the structure fields from the list at the left side of the screen (subitems to 'My Structure'). After that you can enter / change the text in the big text area. It is possible to edit the attributes of the text as well (bold, italic, lists, hyperlinks, ...) (see "Editing HTML-Text")

Attachments

This part of the edit page shows a list of attachments already assigned to the document. For each attachment listed you will have the following options:

	Description
	To change the title of an attachment simply type in a new title in the title field of the attachment.
	The attachment will be removed from the knowledge document. This also deletes the internal copy of the attachment. This operation does not affect the original version of the attachment from which it has been loaded into powerKNOW some time in the past. This option will only be available if you are an editor (see User Roles for details).
	The attachment will be viewed in a separate browser window. If this symbol is not shown, powerKNOW is not configured to show this type of document in the browser (see configuration of mimetypes). (Depending on the type of attachment the browser will need additional software to be installed on the client for presentation)
	Download the attachment to store it on the client.

To add a new attachment:
Use 'Browse' button to locate the attachment file (You can also type in the file path in the text box). Enter an appropriate title for the new attachment and press 'Upload'.

Keywords

This part of the edit page is used to associate keywords with the document.

Click on an item in the structured keyword tree (left list) to associate this item with the document. Click on the '+'-sign to expand an item without associating it to the document. You can also mark the item and use the '>>'-button.
To remove an already associated keyword mark the keyword in the list of keywords associated (right list) and press '<<'-button.

Experts

This part of the edit page is used to associate experts with the document.

To associate an expert with this document select a user in the available experts list (left list) and use the '>>'-button.
To remove an already associated expert from the document mark the user in the associated experts list (right list) and press '<<'-button.

Document Infos

This part of the edit page is used to change the status of the the document and show automatically retrieved informations.

To switch the status click on the link(s) provided. Depending on your User Roles, some of the links may not be provided).

Options / Storing

All your changes will be stored when you leave the dialog using a 'Store...' button. Leaving the dialog with 'Cancel' will discard all changes. The following options exist:  

	Shortcut	Description
	Alt-H	Show help on this topic
		Back to result list Cancel editing and go back to the result list as it was last viewed. All changes to the document will be discarded.
	Alt-C	Discard all changes Cancel editing and go back to the document viewer. All changes to the document will be discarded.
	Alt-P	Show the previous edit page and continue editing
	Alt-N	Show the next edit page and continue editing
		Delete the document Delete the document and go back to the result list. This option will only be available if your user role and the actual status of the document allow changes and if deleting of documents is generally allowed (see Configuration).
		Store all changes and reindex Stores all changes you've made to the document and goes back to the document viewer. Additionally a complete reindexing of all unchanged parts of the document is done. This option will only be available if reindexing of documents is generally allowed (see Configuration).
	Alt-S	Store all changes Stores all changes you've made to the document and goes back to the document viewer.

Navigating the edit pages

You can use the 'Next' and 'Previous' buttons (see above) to navigate the different texts and other edit pages.
It is also possible to use the tree view on the left side to navigate directly to the page you want.

Please be aware: Using links from a navigation menu (main banner, ...) other than the 'Store...' buttons described will discard whatever changes you are currently doing. These changes will be lost.