Editing the description and tags of your Knowledge Zone document enhances its searchability and helps to connect your colleagues with your content.
>>> This article is for Researchers and Insights Experts.
FYI - You might know Knowledge Zones by another name - check out our glossary to find out!
To edit the description and tags of documents you have uploaded to a Knowledge Zone:
- Open a new or existing Knowledge Zone
- Navigate to the section where the document has been uploaded
- Click anywhere on the content card to open it (but not on the icons)
You will be taken directly to the document where you can access key document information.
- Click on the Information Icon
in the top right corner of the document view
The information panel will appear to the right of your document.
- Make changes in the fields you want to update – you can update the thumbnail image, description, classification, and permissions
- Once you are happy with your updates, click the Information Icon
The information panel will close, and your updates will be automatically saved. Any changes will be immediately applied.
Insider Tips:
- Only document owners and system administrators can update tags and descriptions
- Only users with specific permissions can work on Knowledge Zones
- Tagging is key to make sure people can find your content
- Classifiers work like tags that are tied to the Search filters
- Text fields like the title and description are searchable