Knowledge Base

Items 14

• Items - Overview
• Creating and Deleting Items
• Categories
• Item Attributes
• Tags

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Item Panels 8

• Item Panels - Overview
• Adding and Removing Item Panels
• Configuring Item Panels and Panel Content
• Using Panels in an Enterprise Solution
• Embed a Document or Story View in a HTML panel

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Relationships 7

• Relationships Overview
• Creating and Deleting Relationships
• Importing Relationships
• Relationship Attributes and Tags
• Customising Relationship Appearance

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Views 26

• Adding a View
• Hiding a View
• Exporting Views
• Layer View
• Grid View

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Filtering 5

• Filtering Overview
• Interactive Filtering
• Base Filtering
• Related To Filtering
• Enterprise Filtering

Data Grid 8

• The Data Grid - Overview
• Data Grid - Items Tab and Sub-tabs
• Data Grid - Relationships Tab
• Data Grid – Resources Tab
• Data Grid - Resource URLs Tab

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Forms 8

• Forms Overview
• Creating and Sharing Forms
• Adding an Item with a Form
• Editing an Item with a Form
• Setting an Item to Published or Unpublished Status with Forms

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Teams and Directories 8

• SharpCloud Team Overview
• Creating and Deleting a SharpCloud Team
• Sharing Stories into a Team
• Team Administrators
• SharpCloud Directory Overview

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Presentations 4

• Presentations Manager - Overview
• Presentations Manager - Add Presentation
• Presentation Editor
• Working with Presentations

Widgets (Annotations) 5

• Widgets (Annotations) Overview
• Widgets (Annotations) - Creating and Customizing Annotations
• Widgets (Annotations) - Working with Annotations
• Smart Zones
• Widget Views

Story Setup Menu 7

• Story Tab
• Resources Tab (Tags Sub-tab)
• Terms Tab
• Story Attributes Tab
• Performance Tab

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Sharing Menu 7

• Sharing Menu - Share this story Tab
• Sharing Menu - Who has access? Tab
• Sharing Menu - Who has subscribed? Tab
• Sharing Menu - Invites Tab
• Sharing Menu - Publish this story Tab

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Enterprise Functionality 2

• Enterprise Overview
• Enterprise Solution Documentation

Calculated Values 70

• Calculated Values - Overview
• Calculated Values Index
• Calculated Values - Data Types
• Arithmetic Operators
• Comparison and Logical Operators

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Data Connection Tools 4

• QueryConnect - Overview
• Using QueryConnect to Update a Story
• Creating and using Folders within QueryConnect
• QueryConnect - Saved Data

User Profile 3

• Contacts
• User Profile
• Signing In

Additional Features 11

• Search for Items (within a story)
• Dashboard (SharpCloud Home)
• Search for Items and Comments (from Dashboard)
• Commenting
• Activity Feed

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Adding and Working With Data In SharpCloud 10

• Add Your Data to SharpCloud – Manual Item Creation
• Add Your Data to SharpCloud – Pasting in from Excel
• Editing and Updating Your Data
• Copy items and views between stories
• Data Source Connection Options

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Sharing a Story Outside SharpCloud 2

• Embedding a Story in a Website
• Making a Story Public

Click Events 1

• Creating Click Events

Interacting with a Story 1

• Interaction and Navigation of a Story

User Information & Privacy 1

• Privacy Policy

SharpCloud Academy 2

• Getting Started in the Academy
• Contributing to Academy Communities

Microsoft Surface Hub 1

• Signing-in using a Microsoft Surface Hub

Licensing 1

• Pack Administration

Your account 0

Help Story 2

• Can I still access the Help Story?
• Archiving a Story

Restoring a Story 3

• Restoring a Story - Overview
• How to Restore a Story
• FAQs on Restoring a Story