Administering Knowledge Management › Knowledge Document Control › How to Create Knowledge Document Links

How to Create Knowledge Document Links

You can maintain your Knowledge Management environment by creating document links. Knowledge relationships let you create document hierarchies and manage changes to your knowledge documents.

You can create knowledge relationships as follows:

1. Define knowledge document templates to display or hide the parent-child relationships in view mode.
2. Create or modify a knowledge document.

   Note: You can only add links to an unpublished knowledge document by default. If the document is already published, open the document in edit or rework mode to create document links. You can modify the permissions for documents before the approval process and after publishing.

3. Create any of the following document links from the Related Knowledge tab, as appropriate to your Knowledge Management environment:
   • Link the document as a non-hierarchal See Also.

     You can link knowledge documents to other existing documents.

   • Link the document as a parent or child.

     You can link knowledge documents in parent-child relationships.

     Note: If you modify a parent document, an alert appears saying that child documents can be affected.

   • Link the global document to a tenanted document.

     You can link knowledge documents to a single tenant, or to multiple tenants. For example, a child document can have a different tenant than the parent document.

   The History tab updates when you create document links to help track changes.

4. Save the document and verify that links appear when opening the document in User View.

   You can verify that the document links appear according to the permissions you established.