Did you know the procedure for creating an upload in the Knowledgebase Content Management (KCM) system?
Use the Knowledgebase Content Management (KCM) system—formerly known as the Client Content Toolset (CCT)—to add uploads (and other documents) to your Knowledgebase (KB) site. The CCT is labeled “Document Manager.”
About Uploads
An upload (“uploaded document”) is a file that users upload to the KB site, e.g., a .pdf.
About Meta Tags
To add a link to an upload on the KB site, apply the appropriate meta tags to it.
- The Article (Subject meta tag) associates the upload with a landing page (required).
- The Section meta tag defines the page's section header location.
- The Widget meta tag adds a link to the upload to a widget on the Home page.
The Landing Page Planner (LPP) for the KB site has the meta tag information for uploads (and other documents).
Creating an Upload Document via the CCT
The upload process entails the following steps.
- Upload a file to create the upload document.
- Apply meta tags to the upload.
- Set access (add groups) to the upload.
- Adjust permissions for the upload if needed.
- Set the upload to open in a new window (optional).
- Check in the upload.
- Publish the upload to stage/live as appropriate.
Who Can Use the KCM?
There are two types of access (user roles) in the KCM: Producer and Reviewer.
- Producers can create and modify uploads via the KCM.
- Reviewers can view and add metatags to uploads via the KCM but cannot add groups to them.
Useful Documents
V11 KCM: Creating an Upload
Follow this procedure to create an upload document via the Knowledgebase Content Management (KCM) system.
CCT Guide
This document contains a screenshot of the CCT Guide tab from the standard Landing Page Planner (LPP) spreadsheet that is provided to Knowledgebase (KB) customers.
The CCT Guide contains Subject meta tag information for each standard landing page available on your KB site.
In order to create a new document via the Knowledgebase Content Management (KCM) system, an Article must be applied to it. The Subject meta tag corresponds with the Article. The CCT Guide assists users with selecting the appropriate Article for new uploads (and other documents).
Landing Page Planner (LPP)
The LPP for the KB site was provided to your organization previously. Keep a copy handy for creating uploads (and other documents) via the KCM.
For questions or more information, contact your HRSD Customer Success Manager.
