Knowledge base management

Aha! Knowledge

Your knowledge base is an invaluable resource for sharing product documentation with customers and internal teams. But managing updates can be challenging — especially if you have multiple knowledge bases. The knowledge base overview and management pages in Aha! Knowledge make it easier to see and manage updates in one central place. Use these pages to view documents across all knowledge bases and workspaces, track recently updated articles, and publish updates without leaving your workspace or creating reports.

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Overview

Anyone with access to a workspace can view its Knowledge base overview page. Navigate to Knowledge -> Overview to access it. From here, you can see a list of knowledge bases in your Aha! account along with details about each one (such as its Enabled status, source Document, and Publishing status). Hover your cursor over a knowledge base's name for the option to open its published version.The knowledge base overview page with three knowledge bases listed

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Management

Workspace owners can access the Knowledge base management page to view details about knowledge base documents as well as publish and bulk edit documents. Navigate to Knowledge -> Management to access it.

Workspace contributors with a custom publishing role cannot view the Knowledge base management page. However, they can publish individual documents from workspace documents.

From here, you can view all documents added to a knowledge base. This list is filterable by Document name, Workspace name, Knowledge base name, Document publishing status, Document tags, Document collections, and Document last active date.The knowledge base management page with several documents listed along with their publishing status, document tags, collections, and last active date

This page also provides several pre-filtered or pre-sorted views that you can quickly access from the left-side panel navigation:

  • Drafts: Knowledge base documents currently in Draft status

  • Unpublished changes: Published knowledge base documents with unpublished changes applied

  • Collections: Knowledge base documents that belong to a collection

  • Recently updated: Documents sorted by the Document last active date

You can perform several bulk actions from the Knowledge base management page and each of its subviews:

  • Publish: Select one or more documents and click Publish. This will publish the selected documents to every knowledge base they belong to.

  • Bulk edit: Select the documents you want to edit and click Bulk edit. Then, configure the fields you want to edit and click Apply. You can configure any field(s) that is included in your custom layout for documents.

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