Create Online Document

1. New → New Knowledge Item > Online Document.
2. Enter title; write body.
3. Format headings/tables; attach files.
4. Set validity period/permissions.
5. Save draft or Publish.

Overview

Before you start

• Role permission: your account must have edit permission for the target folder.
• Version: use the current Knowledge Base 2.0 interface.
• Attachment conditions: attachments that need AI processing must be in a currently parseable format.

Steps

1. Click New on the knowledge base homepage.
2. Choose New knowledge entry.
3. Choose a folder with edit permission or above as the storage location.
4. Switch between rich text and Markdown.
5. Fill in the title and content; insert images, add attachments and adjust formatting as needed.
6. Set the validity period as needed.
7. Click Publish to enter the publishing flow.

Completion results

• After saving a draft, the knowledge does not enter normal search or AI calls.
• After a successful publish, the official version can enter viewing, search and AI retrieval according to permissions.
• When a published document is edited again, the new content is saved as an unpublished draft version and the official version keeps serving.

Attachment notes

• Supported attachment formats and single-file size follow the current online configuration.
• Attachments that need parsing, chunking and AI ingestion must be in a currently parseable format.
• Whether an attachment can be downloaded depends on the user’s permission level on the folder.

Expected results and verification

1. Reopen the page with the current account.
2. Confirm the target folder contains the online document as draft or published.

FAQ