Before you begin building your knowledgebase give some thought to how you want to organize your documents.  You can organize your documents by Categories and within Categories by Topics.  You use Resource Category Management to add, edit and delete Categories.  An individual Document can be assigned to one or more Categories.  Document Topics are maintained in Documents Feature Management.  An individual document can be assigned to a single topic, which will be listed in each Category that the document is assigned to.

 

You may also enter keywords for each document that are indexed and searchable within the Visitor user interface.  Keywords are entered using Document Management, which is available in the Administration User Interface or using the Add Document feature, which can be made available to permitted users in the Visitor User Interface. 

 

Document Management is where you add, edit and delete Documents.  Using Document Management you can assign a document to one or more Categories, specify the document to be included in the Resource Mini Browser on your home page, enter a summary description and instructions to be displayed in the Document Listings, define how the document is to be displayed (within your site’s template or in separate window), and assign access rights to the document. 

 

You can also use Document Management to enter an expiration date for a document. Upon expiration, the document is no longer available in the Visitor User Interface, yet the document remains in the repository and available in the Administrative User Interface. 

 

Various feature components within PORTALPRODIGY provide the ability to attach special documents such as Brochures, Credit Terms, and Order Terms and Conditions, etc.  PORTALPRODIGY stores these documents in the Document Resource Library.   By default, they are placed in Categories (Sub-Categories of System Files Category) that are set to private and accessible only by Administrators.  This can be changed to make them accessible to other Security Groups or accessible in the public interface.

 

The first time you upload a document to Portal Prodigy, you will be prompted to install the Software Artisan’s File Upload applet.  This is a Java applet that enables you to load files to the Portal Prodigy Resource Document Library.  When prompted confirm that it is Ok to install this component.