Olive Helps - Onboarding Documentation
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  • Overview
  • Choosing an Administrator
  • Configuring your Infrastructure and System Requirements
    • Granting Firewall and AntiVirus Access
    • System Requirements
    • Security / IT FAQs
  • Getting Started with Olive Helps
    • Downloading and Installing Olive Helps
    • Creating an Olive Account
    • Distributing Olive Helps
  • Configure Your Organization
    • Updating Your Name and Logo
    • Configuring Loop Permissions
    • Setup SSO using Azure Active Directory
    • Setup SSO using SAML
    • Custom User Management
    • Tax Exemption Status
    • Managing Your Application Updates
  • Quick Reference Loop Help Documentation
    • How to Use the Quick Reference Loop
      • Accessing the Quick Reference Loop*
      • Setting up Your Quick Reference Loop with a Knowledge Area
      • Fixing Errors with Your Knowledge Area
      • Editing, Deleting & Navigating a Knowledge Area
      • Searching for Content
      • Submitting Feedback
  • Sidenote Cloud Sync Documentation
    • Sidenote Cloud Sync Overview
  • Getting Help
    • Olive Helps Support
    • Loop Support
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On this page
  • Editing a Knowledge Area
  • Deleting a Knowledge Area
  • Navigating your Knowledge Area

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  1. Quick Reference Loop Help Documentation
  2. How to Use the Quick Reference Loop

Editing, Deleting & Navigating a Knowledge Area

PreviousFixing Errors with Your Knowledge AreaNextSearching for Content

Last updated 3 years ago

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Editing a Knowledge Area

  1. Open up your Loop’s Start Whisper by selecting it from the global search dropdown at the top of Helps.

  2. Then, select the settings button in the top right corner.

  3. Here, you will see the options to edit or delete every Knowledge Area you have set up.

  4. Click edit to update the Knowledge Area name, description, or file path.

  5. To re-read the file, or reselect a different file, press delete next to the file name, and use the drop-zone or browse method to reselect the file of your choosing.

Deleting a Knowledge Area

  1. If you want to delete the Knowledge Area, simply press the delete button and follow the confirmation. Remember, once you delete a Knowledge Area, you can never get it back.

Navigating your Knowledge Area

  1. Open up your Loop’s Start Whisper by selecting it from the global search dropdown at the top of Helps.

  2. Clicking on a Knowledge Area will show you all the categories that live within that Knowledge Area.

  3. Clicking on a Category like “Medicare” will take you to any Subcategories within that Category, or straight to the Topic list if there are no Subcategories.

  4. Clicking on a Topic will take you to the detailed view.

  5. To navigate back to any other part of the Knowledge Area, you may click on the breadcrumbs above.

Clicking on the search dropdown menu will show you all the Knowledge Area’s Categories, Subcategories and Topics to search through and access each of the Whispers quickly and easily.