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Creating a New Knowledge Library Index

  1. On the File tab, click Knowledge Library, and then click Knowledge Library Index.
  2. Select Create New Knowledge Library Index and then click OK. Select a location to save the new Index.
  3. The New Knowledge Library Index dialog will appear.
  4. Browse to the folder where the Index is to be created. It is recommended the Index and Library entries share a common folder, but it is not necessary.
  5. In the File name box, type a name for the Knowledge Library Index. Click OK
  6. In the Label box, type a label for the Index. This label displays in CaseView dialogs and on the title bar of the Knowledge Library Index itself.
  7. Type and confirm an Account Management password for the Index.

    Note: It is important that this password is not forgotten.

  8. The Index does not rely on individual login credentials; staff will log into the Index using a team name and password.

    Assign a name for the team and type in a password twice.

  9. Click OK.

The new index will be empty since no Knowledge Library content has been associated.

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