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Choose where Knowledge belongs

Put shared content in the organization or workspace. Put content for one project in that project.

Location Where it appears in Knowledge
Organization Global Knowledge in organization, workspace and project views
Workspace Workspace Knowledge in that workspace and its projects
Project Project Knowledge in that project

Open Knowledge from the navigation for the location you want to manage. A project’s Browse tree shows its inherited organization and workspace folders alongside its own files. The workspace view doesn’t show the project’s Knowledge folder.

Choose the destination folder before adding files or a source. A folder name doesn’t change its scope.

Open Blueprint → Knowledge to choose the folders available for knowledge search. Include default knowledge includes the top-level organization, workspace and project folders.

Use Exclude this folder from the agent’s knowledge to remove a folder from that selection. Turn on Show all to see excluded folders, then choose Include this folder again to restore one. These changes save with the Blueprint.

Excluding a folder doesn’t delete its files. Knowledge → Browse still shows them. Use Search to check the indexed content itself.

Choose Raw storage when creating a folder if the files are for storage rather than search. Choose Searchable for a folder of documents to index.

Folders also have a processing quality setting, including Inherit from parent. Inspect the folder’s details when choosing a quality for a set of documents.