Edit a Knowledge Base Document

Overview

Before you begin

• You need at least one document in Documents.

Steps

1. Click Config.
2. Click Intelligence.
3. Click Knowledge Base.
4. Stay on Documents.
5. Click Mine or System.
6. Find the document you want to update.
7. Open the action menu for that document.
8. Click Edit.
9. Update Label, Description, or Content.
10. Click Save Changes.

Troubleshooting

• If a Portable Document Format (PDF) document opens, then you may only be able to review it instead of editing text content.
• If a system document does not allow changes, then it may be read-only for your role.