Adding Topics to a Firm Knowledge Base

In this article:

• Creating a Topic
• Managing Topics in a Knowledge Base

In your firm's knowledge base, topics divide the content into sections. You can add any number of topics and subtopics to create a comprehensive collection of information—all of which can be navigated using a table of contents.

Creating a Topic

The top level of any knowledge base is a root topic. Under these root topics, you can create subtopics. 

To create a root topic:

1. In Actionstep, go to More > Knowledge Base > Admin.
2. Click Add Root Topic.
   The Add Topic page appears.
3. Enter a topic Name. 
4. In the Remote Datasource field, enter the shareable link from the originating topic. (You can access this by editing the topic and copying/pasting the URL shown in the Share this topic field. See Sharing Knowledge Base Content Between Actionstep Systems to learn more.)
5. In the Permissions section, select which system roles will have access to this topic. (See Setting Firm Knowledge Base Permissions (Admin) to learn more.)
6. Click Submit. The topic is created and you are returned to the main knowledge base page.
   
7. Optionally, to add a subtopic to a parent topic, click the link for the parent topic and choose Add Sub Topic. Then follow the previous instructions to complete the required information.
   

Managing Topics in a Knowledge Base

Once you start to create the structure and content of your firm's knowledge base, you can make adjustments to it, like rearranging topics or deleting them. You can also edit the details (like the name) of your topics. 

To do this:

1. In Actionstep, go to More > Knowledge Base > Admin. 
2. Click the link for the topic you want to work with.
3. Complete any of the following actions:
   
   • Click Edit to change the topic Name, Order, Remote Datasource, or Permissions.
     NOTE:  By default, when you create a topic, it is assigned the Order of 1. This frequently results in the last topic you edit being moved to and listed first in your topic list. If you want topics to be listed in a specific order, edit the topic and assign the order you want. You can use incremental gaps (e.g., 1, 10, 20, 30, etc.) in your ordering so if you need to make changes later, you can use the unused numbers within that range.  
   • Click Delete to remove the topic from the knowledge base. If you delete a root topic, any content within that root will also be deleted.
   • Click Move Up / Move Down / Move to to rearrange the order of topics. Move Up and Move Down move the topic incrementally, while Move allows you to move a subtopic to the exact parent position you want with just one step. 

Related Articles:

• About the Firm Knowledge Base
• Setting Firm Knowledge Base Permissions
• Updating Your Firm's Knowledge Base Landing Page
• Adding Documents to a Firm Knowledge Base
• Adding Web Links to a Firm Knowledge Base
• Sharing Knowledge Base Content Between Actionstep Systems
• Accessing Your Firm's Knowledge Base Content