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Infor HR Knowledgebase Content Management Guide
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About this guide
Overview
About roles for content tools access
Process overview: creating and publishing a document
Accessing and editing pages
Users and groups
Adding a user
Changing a user's password
Adding, editing and deploying groups
The group rule builder
Troubleshooting group rules
Group rule validation
Purging a user and anonymizing data from the Client Content Toolset
Exporting user data
Blocking data processing for a specific user
Site configuration
Landing page configuration
Landing page layout
Deactivating and activating landing page sections
Assigning group access to a page or uploaded document
Setting landing page placement in the navigation menu
Content page configuration
Naming a page
Assigning group access to a page or uploaded document
Content areas
Adding a content area
Removing content areas
Moving content to another location
Creating custom content pages
Home page configuration
Widgets
Mapping a link to a widget
Widget behavior
Pre-built landing page and widget meta tags
Dynamic widget configurations
Countdown timer widget configuration
Configuration overview
About UTC time zones
Adding a widget with a single-date timer
Configuring a widget with a single-date timer
Adding a widget with a double-date timer
Configuring a widget with a double-date timer
Adding a landing page widget to the home page
Enabling mobile access to content pages
Meta tags
Customizing self-service module labels and tooltips
Document management
Locating pages
Document Manager
Checking out a document
Undoing a checkout
Checking in a document
Versions
Viewing the audit trail of a single document
Viewing the portal content audit
Viewing a document's inheritance hierarchy
Assigning editor permissions to documents
Exporting a document to Microsoft Word
Document creation process
Creating a document
About areas
Uploaded documents
Uploading and tagging documents
Updating an uploaded document
Downloading an uploaded document
Assigning a document
Viewing document assignments
Changing document assignments
Setting a document's review date
Viewing document review dates
Changing document review dates
Deleting a document
Setting a document's expiration date
Viewing document expiration dates
Changing document expiration dates
Setting a document to be returned at the top of the search results
Content editing
Content page content
Landing page content
Changing the name of a topic
Life Events pages
Adding text
Link lists and links
Adding link lists
Adding links to link lists
Deleting link lists
Deleting links
Mapping a link to a widget
Images
Image sizes and types
Uploading images
Adding images to pages
Adding section 508 compliance text to an image
Changing the name of a document
Inserting and formatting a table
Formatting text in HTML
Adding a section to a content page
Adding a topic to a content page
Moving a topic to another section
Tagging and mapping
Tagging a landing page subject
Mapping a content page to a landing page
Links to outside sites
Adding a link to a Related Links list
Adding a link to the Find a Form list and the All Forms page
Adding deep links and redirects
Pre-built landing page and widget meta tags
Meta tag strategy for transactions and life events
Meta tag strategy for main pages
Mapping a content page to a life events page
Publishing
Publishing a page to your live site
Publishing a draft
Blocking a document from publication
Unblocking a document from publication
Viewing a document's publishing history
Bulk publishing
Removing documents from the publishing queue
Publishing documents at a specific date and time
Removing documents from the publishing schedule
Viewing the bulk publishing history
Workflow
Creating a workflow from scratch
Saving a workflow to the workflow library
Creating workflow based on existing workflow
Processing a workflow stage
Attaching a file to a workflow
Cancelling a workflow
Monitoring a workflow
Using the workflow dashboard
Restoring inheritance when you modify a content area
Troubleshooting
<Glossary>
configuration
content area
content page
deep link
document
form
home page
landing page
life events page
main navigation menu
main page
page
producer
reviewer
section
uploaded document
user group
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