Managing knowledge files
Rename or retire a knowledge file, tag Documents, and understand what the file history records.
Open the ⋯ menu in a knowledge file's header when you need to archive, restore, or delete it. Choose archive when the context may be useful again; choose delete only when it should be removed permanently.
Renaming
Choose the title, type a new name, and press Enter. Escape cancels the change. If the file changed while you were renaming it, reload before trying again.
Archiving
Choose Archive to make a file read-only and remove it from the shelf. Its fields, citations, and tags stay in place, but its review items stop counting while it is archived.
To use it again, open the file's URL and choose Unarchive. The file becomes editable and any unfinished review items return.
There is currently no archived-files view. An archived Positioning or Voice file is still reachable through New, where its card opens the existing file. For other types, save the file's URL before archiving if you may need to restore it later.
Deleting
Delete is available to workspace owners and admins. It permanently removes the file, including its values and citations, and then returns you to the Knowledge Base.
Use Archive when you may need the file again. Delete has no restore option.
If a file link says the file was not found, check the active workspace as well as whether the file was deleted.
Tagging a Document
Tags are available on Document files. Choose Add tags under the title, enter a comma-separated list, and save. A Document can have up to twenty tags, and they appear on its row in the Knowledge Base.
If someone changes the tags at the same time, unpitch merges both sets and tells you. Check the result before continuing. Tags cannot be edited while the Document is archived.
History
History shows when the file's structure changed. It does not show earlier field values, who edited them, or a version you can restore.