Internal Documents in the Knowledge Cabinets

You can set up Cabinets that will be included as additional tabs in the Knowledge Cabinets. These can be used for internal documents, such as policies and procedures or for internal administration documents.

A tab for the Cabinet will only be included in Knowledge if it has Enable Knowledge set as "On". Refer to Managing Cabinets.

These Cabinets can be set up with restricted access if required. Refer to Managing User Groups.

If the user is assigned to a User Group that has access to one of these Cabinets, they will see the additional tab in Knowledge and have access to the documents in those Cabinets.

Displaying the tabs for one of these Cabinets displays the documents in that Cabinet. Refer also to Using Knowledge Cabinets.

If the User Group you belong to has Permissions enabled for Knowledge, you will be able to add, change and delete documents that display in the Knowledge Cabinets in the same way as in other FYI lists. Refer to Managing User Groups. If the User Group you belong to does not have Permissions enabled for Knowledge, you will only see the Export button.

Adding a Document to a Knowledge Cabinet

As knowledge documents are generally not associated with a client, when you add a document to a Cabinet that has Enable Knowledge set as "On" this will allow you to leave the client as "No client selected".

Functions that are not available for Knowledge Cabinet Documents

Because a document in a Knowledge Cabinet does not have a client selected, client related functions (such as Share and Delivery) in the tool bar or right-click pop-up tool bar menu are not relevant.