Editing documents

It provides a complete view of each document’s current version, including metadata, category assignments, and content body, allowing editors to make targeted updates and publish them efficiently.

This functionality is essential for keeping Smart Assistant’s Knowledge Base accurate and up to date. Through this screen, managers can:

  • Modify titles, text, and categories of existing documents
  • Adjust publication visibility or restrict access
  • Manage version control and publication status
  • Monitor Unpublished Changes before content goes live

Regularly updating documents guarantees that the assistant delivers precise, consistent, and verified responses to users.

View/Edit Document Screen

Access by clicking a document title from the Document List. viewEditDocument.png

Unpublished Changes Banner

UnpublishedChangesBanner.png Display Conditions:

  • Appears when current document has been modified
  • Shows when document status changed to READY
  • Persists until changes are published

Banner Actions:

  • Publish now: Immediately starts publication process
    • Disabled during active publication
    • Shows loading spinner when publishing
  • Go to list: Returns to Document List screen

Document Editor

Same form fields as Add Document screen, pre-populated with existing data:

  • Title
  • URL
  • Categories
  • Content
  • Only for logged users

Action Buttons

Save as Draft

  • Updates document with DRAFT status
  • Removes from publication queue
  • Marks as published (no unpublished changes warning)

Save as Ready

  • Updates document and marks as READY
  • Adds to publication queue
  • Triggers unpublished changes warning

Reset

  • Reloads original data from server
  • Discards unsaved changes
  • No confirmation required

Delete

  • Permanently removes document from database
  • Confirmation dialog displayed
  • Cannot be undone
  • Triggers unpublished changes warning
  • Redirects to Document List on success
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