Knowledge Sources

Knowledge sources serve as reference files for your Design Assistant to use when creating custom content. Knowledge sources may include organization guidelines, branding, or initiatives. Knowledge sources can be added at the workspace or project level, so when choosing where to create content, we recommend you choose the location with the required knowledge sources.

Manage Knowledge Sources

Knowledge sources may be added at the workspace or project level, but in order to manage knowledge sources, you must have edit access at that level. If you have edit access to a project or workspace, you can take the following actions regarding its knowledge sources:

Add Knowledge Sources

You can add knowledge sources at the workspace or project level.

Share Knowledge Sources

You can share a knowledge source to other projects or workspaces from its Source location which is where it was originally uploaded. You must have edit access in the project or workspace where the knowledge source was uploaded in order to share it.

Edit details

When you upload a knowledge source, you must give it a title and description so that you and others in your organization can easily locate it. To edit these details after it has been uploaded:

  1. Locate the knowledge source from the project or workspace level.
  2. From the Actions menu , select Edit details.
  3. Update the title and description.
  4. Select Save.

Delete Knowledge Sources

In order to delete a knowledge source, you must have edit access to the project/workspace that it was uploaded to. Additionally, the knowledge source must not be shared to any other locations. Before deleting a knowledge source, it must be removed from any shared locations by a user with edit access in that location. This can be done by selecting Remove from actions menu of the knowledge source within its shared locations. Any user with edit access to the source location can also select Manage Locations and unshare the document from all locations and then delete it.

To delete a knowledge source:

  1. Be sure the knowledge source has been removed from any locations to which it has been shared.
  2. Navigate to the project or workspace where the knowledge source was uploaded.
  3. Locate the knowledge source you wish to delete.
  4. From the Actions menu , select Delete. The deleted document moves to Deleted Items in the Profile menu. It can be restored for the next 30 days from there. The knowledge source gets permanently deleted on the 30th day after it has been deleted.
  5. A pop-up displays asking you to confirm. Select Delete knowledge source.

Move Content

If you choose to move content from one project to another:

  • The knowledge sources associated to the content item are shared with the new location.
  • The knowledge sources associated to that content remain in the source location as earlier and remained shared with all locations as earlier.
For example: You have content item in Project A in Workspace 1, and you move it to Project B in Workspace 2. The knowledge sources associated with the content are now shared with both Project A and Project B.