Last updated 4/22/20232 minutes to read

Advanced settings

You can set document export and enable/disable feedback at the document level, assign/unassign an approval process, decide whether to show a document in the help center, and even delete a document using the advanced settings.

Enable/disable feedback

Enabling feedback gives your readers the option to send you feedback on each topic of your document, both using rating and leaving comments.

  1. In your organization's home, click the options menu indicated by three vertical dots on the right of your intended document's title >> Advanced Settings.
  2. Click the dropdown arrow under the Enable Feedback on the advanced settings page. You can choose to use org settings, or enable/disable feedback regardless of organization settings.
  3. Click the SAVE button on the bottom right to save your changes. 

Enable/disable document export

Enabling document export results in showing the export button on the viewer so that your users can see and download the exported format. 

  1. In your organization's home, click the options menu indicated by three vertical dots on the right of your intended document's title >> Advanced Settings.
  2. Click the dropdown arrow under the document export on the advanced settings page. You can choose to use org settings, or enable/disable document export regardless of organization settings.
  3. Click the SAVE button on the bottom right to save your changes. 

Delete a document

  1. In your organization's home, click the options menu indicated by three vertical dots on the right of your intended document's title >> Advances Settings.
  2. On the advanced settings page, click the Delete document dropdown arrow.
  3. Click the Delete button.
  4. Confirm deleting the whole document by clicking YES in the confirmation prompt.

Your document will be completely deleted and removed from your document list.  

Assign/unassign a process

  1. In your organization's home, click the options menu indicated by three vertical dots on the right of your intended document's title >> Advanced Settings.
  2. Click the dropdown arrow under the Select process on the advanced settings page. You can choose to use org settings, select among the list of defined processes, or even choose to have no process regardless of organization settings.
  3. Click the SAVE button on the bottom right to save your changes.  

Show/Hide a document in the help center

Showing in the help center means your document will be shown on the viewer homepage (help center) and also the help center button will be shown on the document viewer.

  1. In your organization's home, click the options menu indicated by three vertical dots on the right of your intended document's title >> Advanced Settings.
  2. Check/uncheck the Show in Help Center box.
  3. Click the SAVE button on the bottom right to save your changes. 

You can also get to the document advanced settings and take the above-mentioned steps while you are in the content editor

  1. Open your document in the content editor.
  2. Click the document menu indicated by three vertical lines on the top left >> Documents Settings >> Advances Settings.