Managing knowledge base documents
Use the Knowledge Base workspace to manage source documents that SurveySync uses for draft responses.
Navigate the Knowledge Base workspace
The workspace includes three tabs:
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Documents in use Active documents and ingestion status.
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Archive Deleted documents and restore options.
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Audit log Document activity history.
Review active documents
In Documents in use, review filename, ingestion status, file type, date added, and actions.
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Done Document is ingested and available for use.
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Quarantined Document is blocked by malware scanning and not available for use.
Delete a knowledge base document
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Go to Knowledge Base > Documents in use.
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Select the document row.
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Select the delete action in the Actions column.
The document moves to Archive.
If a document is used as a source in a survey, SurveySync shows a notification with the survey and question that use the document.
If you delete a source document, existing answers remain unchanged. The answer changes only if you regenerate the answer for that specific question.
