Edit Directory

To learn about the functions available at the top of the portal (My Home, My Account, Log Off, Help, and Search), click here.

Use this page to browse and edit folders, subfolders, and documents.

Folder and Document Controls

Create Folder. Allows you to create a new subfolder in the folder you are browsing.

Move. Allows you to move a folder or document to a different folder or subfolder. Select one or more folders or documents and click to display the Choose Target Folder dialog box. Choose a location and click OK to move the content.

Copy. Allows you to copy a folder or document to a different location. Select a folder or subfolder and click . In the Choose Target Folder dialog box, expand the folders as necessary, choose a folder, and click OK to copy the content.

Security. Allows you to modify the security settings on a folder. Select the folder. Click here to learn more.

Delete. Allows you to delete a folder or document. Select one or more folders or documents and click to display the confirmation dialog box.

 

Request Migration. Marks a folder or document for migration to another portal. Select one or more folders or documents and click to display the Script Prompt dialog box. Type a comment and click OK.

Edit Folder. Allows you to modify the main settings, related resources, advanced settings, properties and names, security, migration history, and status of the current folder (the open folder). Click here to learn more.

Browse

Browse. Allows you to switch to Browse mode to browse the current folder. To quickly move up to the root folder, click the Knowledge Directory folder link at the top of the page.

Edit (to the far-right of each folder). Allows you to modify the main settings, related resources, advanced settings, properties and names, security, migration history, and status of the folder or document. To learn more about editing folders, see Main Settings (Folder). To learn more about editing documents, see Main Settings (Document).

To open a folder, click its name. If the folder includes a description, it appears as a tooltip. To view the description, place your mouse over the folder name.

After you open a folder, you see the following additional controls.

Up

Go Up 1 Level. Allows you to navigate to the current folder’s parent. To quickly move up to the root folder, click the Knowledge Directory link at the top of the page.

Submit Document

Submit Document. Enables you to submit documents to the portal. You can submit simple, remote, or Web documents. To learn more about submitting simple documents, click here. To learn more about submitting remote and Web documents, click here.

After you open a folder that contains documents, you see the following additional controls.

Approve

Approve. Allows you to approve links, so that they display in the Knowledge Directory. This option applies only to links—it is available only when you browse a folder that contains links.

Unapprove

Unapprove. Allows you to unapprove links, so they do not display in the Knowledge Directory. This option applies only to links—it is available only when you browse a folder that contains links.

Document Settings

Document Settings. Allows you to view and modify document settings. Click here to learn more.

Edit (to the far-right of each document). Allows you to edit document properties, settings, and security. Below the name of the document, click Properties to display the Properties page describing the document.