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Updated on December 6, 2023

Documentation

  • Access and Visibility
    • End Users Visibility Overview
    • Creating a new user
    • Visibility management in Deepser
    • Company Supervisors
    • Additional Companies
    • LDAP Configuration
    • New User Registration
    • SSO Deepser Configuration
    • Azure SSO Configuration of Deepser Login
    • Groups
    • Groups Creation
    • Manage Users in Groups
    • Permission and Visibility Handling
    • Groups and Rules Definition
    • Roles
    • Resources
    • Creating and Managing Roles in Deepser
    • Company
    • Companies in Deepser
    • Company Creation
    • Parent Companies
    • Email Domains
    • Sync Account CRM Companies
    • Advanced Sync
  • Activity, Worklogs & Comments
    • DeepActivity Comments
    • Placing a comment
    • Comments System Configuration
    • DeepActivity Worklog
    • Entering a Worklog
    • Enabling Worklogs in the User Portal
    • Worklog Global Grid
    • Worklog Global Grid Configuration
    • Activity Global Grid Advanced Configuration
  • Board
    • Enable groups to create boards
    • Creating a FreeForm Board
    • Creating and customizing a Lane
    • Entry Creation
    • Board Live
    • Live Board Creation
    • Advanced Live Board Configuration
    • Creating and customizing a Lane
    • Creation and Advanced Configuration of a Lane and Drop Code
  • Categories
    • Categories in Deepser
    • Category Hierarchy
    • Creating New Categories and sub-Categories in Deepser
    • Make a category visible in the Guest portal
  • Chat
    • Using the Chat
    • Enabling the Chat on Portals
    • Chat Rooms and Moderators
    • Public Chat
    • Configure a Public Chat Widget
  • CMDB
    • Deepser CMDB
    • Enable CMDB in the User Portal
    • User Portal CMDB Grid Configuration
    • Advanced Configuration of CMDB Grids
    • Class, Type and Subtype
    • Configuring a CI
  • CRM
    • Deep CRM
    • Creating an account in the CRM
    • Creating a contact in the CRM
    • Creating an opportunity in the CRM
    • Contact Types in CRM
    • Opportunity Types in CRM
    • CRM Lists
    • Sync Contacts and Accounts
    • Sales
  • Deepser API
    • API Notions
    • API Endpoint and URL
    • API Verbs and Format
    • API Authentication
    • API Main Methods
    • Retrieve
    • Multiple Retrieve
    • Create
    • Update
    • Delete
    • API Entities
    • API Company
    • User API
    • Group API
    • Service Operation API
    • Service Type API
    • Activity API
    • CMDB CI API
  • Deepser Foundamentals
    • Deepser Backend
    • Deepser User Menu
    • Deepser Navigation Menu
    • Global Search Usage
    • Deepser Home Page
    • Grids
    • Filters and Order
    • Export Data
    • Mass Action
    • Grid Creation and Cloning
    • Configuring Grids
    • Grids System Configuration
    • Advanced Collection Configuration
    • Mass Action Configuration
    • Grids Render and Options Configuration
    • Grids Renderer Tooltip Example
    • Grids Renderer Link Example
    • Grids Custom Options Configurations
    • FormTemplates
    • FormTemplates Structure and Buttons
    • Form Template Theory
    • Form Template Selection and Creation
    • Form Template Configuration
    • Form Template Structure Configuration
    • Formtemplates Fieldset Configuration
    • Formtemplates Buttons Configuration
    • Formtemplates Field Configuration
    • Custom Button Configuration
    • Buttons Conditional Hiding
    • Advanced Form Template Rules
    • User Portal
    • Browsing the user portal
    • Managing Tickets in The User Portal
    • User Portal Additional Features
    • Configuring Portal Groups
    • Configuring Portal Requests
    • Configuring Service Operations in the User Portal
    • Enabling Other Modules in the User Portal
    • Enabling Other Modules in the User Portal Grid
    • Guest Portal
    • Enabling the Guest Portal
    • Guest Portal Visibility Configuration Overview
    • Enabling Service Types on the Guest Portal
    • Adding a Portal Group in the Guest Portal
    • Adding a Portal Request in the Guest Portal
    • Editing Form Templates in the Guest Portal
    • Enabling Categories in the Guest Portal
    • Enabling Notifications for Guest Users
    • Knowledge Base in the Guest Portal
    • CMS in the Guest Portal
  • Email Integration
    • Email Integration in Service Management
    • Enable Embedded Images on Message Body
    • Mailbox
    • Configuring an Outgoing Mailbox
    • Configuring an Incoming Mailbox
    • OAuth Client for Email Integration
    • Email Loop Management Tool
    • AZURE OAUTH CLIENT
    • Email Rules
    • Email Rule Configuration
    • Advanced Email Rule Configuration
    • Avoid Duplicate Tickets By Email
    • Managing additional Email recipients
    • Email Events
    • Enabling / Disabling an Email Event
    • Custom Email Events Creation
    • Custom Email Events Configuration
    • Attach Report to Email Notification
    • Email Templates
    • Email Template Configuration
    • New operation notification template for Requester User
    • New or Updated comment notification template for Requester
  • Escalation
    • Escalation rule levels
    • Configuring Escalation Rules
    • Configure an escalation rule that modifies entity.
    • Escalation rule that sends an email notification
    • Create an escalation rule that is based on a metric
    • Configure an escalation rule that generates other entities
  • Importing Data
    • Import Foundamentals
    • Import Creation
    • Import Basic Data Binding
    • Import Before Run
    • Import Before Run Tutorial
    • Import Before Row
    • Import Before Row Tutorial
    • Import After Row
    • Import Binding The Unique Field “Code”
    • Import Binding the Type Value
    • Import Binding the Dates Values
    • Import Binding a Company, creating the record if it doesn’t exist
  • IT Asset Management
    • ITAM Devices and Software
    • ITAM Agents
    • ITAM Agent Installation
    • ITAM Remote Collector
    • ITAM Agent to Remote Collector Conversion
    • ITAM Job Rules
    • ITAM Device Type and Subtype Configuration
    • Scan Jobs
    • Ping Sweep
    • SNMP Scan
    • WMI Job – Windows Devices
  • Knowledge Base
    • Reading the Knowledge Base
    • Knowledge Base in Service Operations
    • Article Configuration in Knowledge Base
    • Knowledge Base Configuration
    • Knowledge Base Standard Filters
    • Knowledge Base Advanced Filters
  • List
    • Introduction to lists
    • Creating a new list
    • List Values and Model Visibility
    • Use a list as the basis of a custom field
  • Password Management
    • Configuring a Password
    • Using a Password
    • Private Password
    • Password System Configuration
    • Enabling Password Manager Portal
    • Custom Deeppassword fields
    • Password Audit
  • Relations
    • Using a Relation Grid field
    • Configuring a Relation
    • Modifying relation using a custom event.
    • Opposite relation
    • Column Configuration
  • Service Management
    • Introduction to Services in Deepser
    • Service Operations
    • Creating a Service Operation
    • Adding Comments, Activities, Attachments and Tasks to Operations
    • Service Operation Main Fields
    • Service Operation Additional Fields
    • Service Operation Activities, Relations, Email and SLAs
    • Service Types
    • Routing rules
    • Configuring Routing Rules
    • Advanced Routing Configuration
  • SLA
    • Calendar
    • Metrics
    • Goal
  • Task
    • Creation of task type
    • Form configuration of task types
    • Task Global Grid
    • Task Global Grid Configuration
    • Task Global Grid Advanced Configuration
  • Workflow
    • Workflow Overview
    • Flow Designer
    • Flow Trigger
    • Workflow – Stage Set
    • Workflow – Executions
    • Approval workflows
    • Portal Approval Structure
    • Empowered End User
    • Backend Approval Structure
    • Workflow Actions
    • Workflow Logic
    • Workflow Samples
    • Multi Stage Flow
    • SubFlow

Knowledge Base

Estimated reading: 1 minute

In Deepser you can create, organize, and share content, guides, manuals or simple Faqs using the Knowledge Base module.

The Knowledge Base is a useful tool for immediate troubleshooting, in fact they are suggested during the opening of the tickets

Articles

  • Reading the Knowledge Base
  • Knowledge Base in Service Operations
  • Article Configuration in Knowledge Base
  • Knowledge Base Configuration
  • Knowledge Base Standard Filters
  • Knowledge Base Advanced Filters

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