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Add Knowledge Source Content

Only Super Users and Content Managers can Add Content via the Web Application.

1) To add content to the Knowledge Source, navigate to the your Dashboard  and select the Add Content Button

2) Select the document library you would like the content to be added to and proceed to select your file by clicking the Select a File button.


3) After clicking Add, the Edit Properties will appear.

4) On the Edit Properties window, update the fields as required, taking note that * indicates a required fields.
5) Take note of the following fields:

  • Expert - This is the Subject Expert for the content. When content is submitted for Expert Validation, they are the responsible person.
  • Review Interval (months) - This is the period between required reviews.
  • Next Review Start Date - the date the review cycle starts. Leaving this blank will start the review based on the Review Interval.

6) Label your Content - this will make locating it, for use in Proposals, easier.
7) Once completed, click Save to submit your document.

8) Your content has now been uploaded, defined and is now ready to be submitted for approval.

Newly uploaded content will appear under Unapproved Content, until such time as it has been Approved.

For instructions on how to submit content for approval click here.


Due to a reliance on SharePoint functionality, some special characters should not be used as file names:

  • Tilde (~)
  • Number sign (#)
  • Percent (%)
  • Ampersand (&)
  • Asterisk (*)
  • Braces ({ })
  • Backslash (\)
  • Colon (:)
  • Angle brackets (< >)
  • Question mark (?)
  • Slash (/)
  • Plus sign (+)
  • Pipe (|)
  • Quotation mark (")
  • Em dash(—)

if they are used, you may receive the following error:"An error occurred uploading the file to the server: Undefined"

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