You can access Naverisk Documents via Service Desk > Documents or by clicking the search icon in the top right corner of your Naverisk instance. There are four types of Document Articles, each described in detail below. Documents are client-specific but can be shared with sub-clients if needed.

They can also be accessed from within a ticket and the Documents Panel.

Each Article Type available in Documents will be explained below.

Knowledge base articles provide a reference guide for Engineers to use for storing processes, troubleshooting information, common resolutions and reference material.

From the panel, you can search the document library, including Knowledge Base (KB) articles and Canned Replies. By default, the ticket trigger is used as the search term, but you can modify it as needed. Searches can be performed across all documents or limited to those that are client-specific.

A list of documents matching the search is displayed, clicking on the required document will display it.

The Canned Text Document is available for use from the Service Desk Tab. While composing a Public Reply (email) from a ticket, click the Canned Text button.

This will open the Insert Canned Text window, where you can choose one of the predefined canned text replies. 

Site Documents are meant for use as site specific reference guides. There can only be 1 such document per client, and it is accessible from the details of any Device. If you try to create more than 1 site document per client, a warning message will appear preventing you from doing so.

This Document type can only be saved to the top level client of the logged in User. Its purpose is to provide a base template which can be customized, and saved to all sub-clients immediately making it available for widespread use. This is useful for Naverisk systems with a large number of clients.

When writing Documents, you can make use of in built variables to populate your text with information automatically. You can do this by clicking the ‘Insert Variable’ button in the ‘Edit Document’ window. Some of the Variables are listed in the screenshot below. 

When inserted into a Document, these variables will be replaced with the correct information when they are opened for viewing.

If you create a Site Document but would like to restrict access to the Document based on User or User Group, then you can do so from Settings > Users & Groups. You can provide further Control Access by specifying whether a User can edit a Site Document in addition to accessing it.