The Documents table and accessory tab
SECURITY Security level with permission to access Documentation is required. Refer to Knowledge Base and Documents security settings.
NAVIGATION > Home > Documentation Manager > click All Documents in the left panel
NAVIGATION > CRM > Devices > Search > open a device > accessory tabs > Documents
The Documents table appears on the Documents accessory tab of the Device page, and the Documentation Manager page. To open the page, use the path(s) in the Security and navigation section above.
Tool button | Description |
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New Button or Menu
Many Search pages (but not the widget drill-down tables) allow you to create a new instance of the selected entity. This button is visible before you execute a search:
For help with populating the fields, refer to the context-sensitive Help of the page that opens. |
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Column Chooser
The Column Chooser allows you to customize search results tables throughout Autotask. It determines the following:
NOTE Column Chooser settings on search results tables and some standard reports are part of the user settings stored on the Autotask server. You can log in from any computer and have your column chooser settings applied to your Autotask session. To clear the data stored in your Autotask instance and reset the column chooser settings to the Autotask default settings, click Reset Settings in My > Miscellaneous > Settings. To customize the table, do the following:
Columns appear either in the Available Columns or the Selected Columns panel.
NOTE Top-to-bottom order in the Selected Columns list becomes left-to-right order on the Search Results list.
NOTE If the characters + # appear after the column name, then that column may have multiple items returned for some rows. If that occurs, the first item will appear in the row followed by + and the number of additional items returned. To display the list of additional items, hover over the item in the column. |
Refresh
Click the refresh icon to execute the search on the current table again, using the same search criteria to find new records that were added since you first performed the search. |
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Include Category Documents (Device accessory tab only) |
On the device accessory tab, documents related to the specific device are shown by default. An Include Category Documents check box allows you to include documents that are related to the device's category, as well. |
The context menu is the same in both places:
Menu Option | Description |
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View |
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Document Detail |
Opens the selected document in View mode. Refer to Viewing articles and documents. |
Document History |
Opens the Document History page in a new window. The Document History table functions like other entity history tables. Refer to Entity History. |
Document Version History |
Opens the Version History page. Refer to Managing article and document versions. This option is disabled if the item Content field contains legacy HTML content. Refer to Updating legacy HTML formatting in the Content field. |
Actions |
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Edit Document |
Opens the selected document in Edit mode. Permission to add Knowledge Base documents is required. Refer to Adding and editing documents. |
Copy |
You can copy an existing document and use it as a template for a new document. The copied document is opened in New mode. Permission to add Knowledge Base documents is required. |
Delete |
Opens the deletion confirmation dialog box. Click OK to delete the article. Permission to delete documents is required. |
Copy to Clipboard |
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Document ID & Title |
Copies the Document ID and Title to your clipboard. |
Document URL (Link) |
Copies the link to view the document to your clipboard. |