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KB User's Guide - Documents Tab - Review Mode Button Descriptions

This document will describe the buttons found when looking at a Document in Review Mode.


The purpose of this document is to introduce the buttons available when looking at a document within the Review Mode.

The buttons displayed at the top of the Document Review Screen.


Begin editing this document. Please be aware that when you begin editing the document, it will be placed in an In Progress state, and any changes you make will have to be submitted (make the document Active) to appear to your end users.

Mark as reviewed

This button allows you to indicate that you have checked the document content and no changes are required at this time. It appears as long as you have write access to the document.

A pop-up message will appear asking, "Are you sure you want to mark this doc as reviewed? If the document expires in less than 180 days (6 months), its expiration date will be set to 180 days from today." Confirm this by clicking OK or exit without making any changes by clicking Cancel. If you click OK you will not be reminded to review this document for another 6 months.

Mark as review confirmation pop-up.

Save As...

This button allows you to create a new draft document from an existing document or draft. After clicking the button, you will be asked to confirm that you want to copy the document. If there are attachments, you will be prompted to copy them as well. Click OK to continue.

See Revisions

The See Revisions button allows you to view the changes that have been made to a document. Different versions of a document can be compared side by side. See KB User's Guide - Documents Tab - How To View Revision History for more info.

You may choose to save a document revision as a new document. You can retrieve content from a prior version of a document and activate it as a separate doc by clicking on the Save this version as a new document button at the very bottom of the window .

The "save this version as a new document" button shown at the bottom of a doc revision is circled in red.

View source

This button gives you a read-only view of the source HTML for all content fields.

An example of the "source" window, which includes headings to identify the title, keywords, summary, and body fields.

Draft vs. Active

If the document is both In Progress and Active, you will see a Draft vs. Active button. Clicking on this button will open a new window displaying both the draft and active versions of the document next to each other. All changes will be highlighted at the bottom of the page with the new content (Draft version) shown above the old content (Active version). 

The Draft vs. Active window displaying the Draft and Active versions of the document.


If the document is not "Active" and you either own the document or have publish rights (set by KB Admin on Users Tab), you will see a Delete button. It allows you to discard the document. The document will be moved to the Trash. A deleted document can only be recovered from the Trash by a KB Admin with publish rights. See also KB User's Guide - Documents Tab - Changing a Document's Status to "Deleted".

Keywordsmark as reviewed save as see revisions view source export as XML   Doc ID19000
OwnerLeah S.GroupKB User's Guide
Created2011-06-28 19:00:00Updated2024-05-15 15:48:35
SitesKB User's Guide
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