Browsing Documents in the Portal Knowledge Directory
The
Knowledge Directory is similar to a file system tree in that documents
are organized in folders and subfolders. A folder can contain documents
uploaded by users or imported by content crawlers, as well as links
to people, portlets, and communities. If your administrator has given
you permission, you might also be allowed to add documents to the
Knowledge Directory, or submit yourself as an expert on a particular
topic.
When you open
the Directory, you see the folders and subfolders to which you have
at least Read access.
- To edit the directory (add or edit folders), click Edit Directory.
Note: You must have the Edit Knowledge Directory activity right
to see this button. You must also have at least Edit access to a folder
or document to be able to edit the folder or document.
- To open a folder or subfolder, click its name.
Note: If the folder includes a description, it appears as a
tooltip. To view the description, place your mouse over the folder
name.
After you have opened a Directory folder, you see the
additional features described next.
- To open a document, click its name.
- To view the properties of a document, click the Properties link under the document description.
- To tell other portal users about a document:
- Under the document description, click Send
Document Link.
- In the Document Link dialog box,
copy the text, then click Close.
- In your e-mail application, paste the text into an e-mail
message and send it.
When other portal users click the URL in your e-mail, the document
opens. If a user does not have permission to see the document, an
error message is displayed.
- To submit a document to the portal, click Submit Documents.
Note: You must have at least Edit access to the folder and at
least Select access to the content source that provides access to
the document to be able to submit a document.
- To view another page of items, at the bottom of the list
of documents, click a page number or click Next >>.
- To change the sort order of documents between ascending
and descending, in the Sort by drop-down list,
select the desired option: Document Name Ascending or Document Name Descending.
- To change the number of documents that are displayed per
page, in the Items per page drop-down list,
select the desired number.
By default, 20 items are shown per page.
- To filter the documents by document type (for example,
MS Word documents or PDF documents), in the Show only item
type drop-down list, select the desired document type.
- To open a subfolder, under Subfolders, click the subfolder name.
Note: Beneath the banner, you see the hierarchy for the folder
you are viewing (sometimes referred to as a breadcrumb trail). To
move quickly to one of these folders, click the folder’s name.
- To create a subfolder in this folder, under Subfolders, click Create Folder. In the Create
Document Folder dialog box, type a name and description
for the folder, and click OK.
- To view a related community, under Related Communities, click the community name.
Note: If you have at least Select access to the community, you
can join the community.
- To open a related folder, under Related Folders, click the folder name.
- To preview a related portlet, under Related
Portlets, click the portlet name.
Note: If you have at least Select access to the portlet, from
the portlet preview page, you can add the portlet to one of your My
Pages.
- To view the user profile for a related expert, under Related Experts, click the user's name.
Note: If you have the Self-Selected Experts activity right,
and are not already listed as an expert, click
Add Me to add
yourself as an expert on the folder's topic.
- To view the user profile for a related content manager,
under Related Content Managers, click the user's
name.