KB User's Guide - Documents Tab - The "Save As..." Button

With the appropriate permissions, the Save As... button allows you to save an existing document as a NEW document, no matter the status of the original document. The Save As... button is located at the top of a document as well as underneath the Document Information Table.

The Save As... button

Clicking on the Save As... button in a document saves that document as a new document with its own, distinct document ID number.

The following fields will be found in the new document after clicking Save As....

How to Save an Existing document as a New Document via the Save As... Button

  1. Log in to the KB Admin Tools.

  2. Go to the Documents tab.

  3. Identify the document you wish to make into a NEW document by entering the document ID number one of the two search fields .

    4. enter_doc_ID.png

  4. ...or you may click on one of the document Status links that will lead you to a list of documents

    5. status.png

  5. Locate the document you wish to Save As... a new document and click on the Title.

  6. The document will open in a read-only mode, click on the Save As... button either above the body of the document, or under the Document Information Table.

  7. You will receive a message asking if you are sure you want to save as a new document, click the OK button,

    8. message_save_as.png

  8. You will see a message stating the document you selected was saved as a new document. From here, you may view or edit the new document.

    9. Savedasanewdoc_view_edit.png

  9. Please know that this document will hold the status of In Progess. It will not be viewable on your Live Site until it is changed to the status of Active.

Location of the Save As... button by Status

After logging in to the KB Admin Tools, click on the Documents tab. Determine the Status of the document you wish to Save As... a new document.

Active

  • Click on the document in the Active Documents screen. You will see a number of buttons along the top, among them, the Save As... button.

    • Active_SaveAs.png

  • If you scroll underneath the Document Information table, you will also see a number of buttons.

    • ActiveSaveAsundertable.png

In Progress

  • Click on the document in the In Progress Documents screen. You will see a number of buttons along the top, among them, the Save As... button.

    • InProgress_SaveAs.png

  • If you scroll underneath the Document Information table, you will also see a number of buttons.

    • InProgress_SaveAs_undertable.png

In Review

  • Click on the document in the In Review Documents screen. You will see a number of buttons along the top, among them, the Save As... button.

    • InReview_SaveAs.png

  • If you scroll underneath the Document Information table, you will also see a number of buttons.

    • InProgress_SaveAs_undertable.png

Inactive

  • Click on the document in the Inactive Documents screen. You will see a number of buttons along the top, among them, the Save As... button.

    • Inactive_SaveAs.png

  • If you scroll underneath the Document Information table, you will also see a number of buttons.

    • Inactive_SaveAs_undertable.png

Trash

  • Click on the document in the Deleted Documents screen. You will see a number of buttons along the top, among them, the Save As... button.

    • Deleted_SaveAs.png

  • If you scroll underneath the Document Information table, you will also see a number of buttons.

    • Deleted_SaveAs_undertable.png