[ADD] k7e: how to manage articles (add, del, move, structure, share).

Task-3049957

closes #4557

X-original-commit: 163d653
Signed-off-by: Perazzo Loredana (lrpz) <[email protected]>
Signed-off-by: Castillo Jonathan (jcs) <[email protected]>

Author: LoredanaLrpz

content/applications/productivity/knowledge.rst

@@ -20,4 +20,5 @@ from other models, templates, etc.
    :titlesonly:
 
    knowledge/articles_editing
+   knowledge/management
    knowledge/properties

content/applications/productivity/knowledge/management.rst

@@ -0,0 +1,114 @@
+===================
+Articles management
+===================
+
+Managing articles effectively is key to maximizing the value of your knowledge resources, whether
+working on a research project, studying for an exam, or building a knowledge database for your
+business. Knowledge allows you to fully manage your articles, from
+:ref:`creation <management/create>` to :ref:`removal <management/remove>`, through :ref:`sharing
+<management/share>` and :ref:`structure <management/structure>`.
+
+You can find most tools to manage articles by clicking the vertical ellipsis button (:guilabel:`⋮`)
+at the right side of the top bar. From there, you can move, lock, delete, or duplicate an article.
+
+.. image:: management/toolbox.png
+   :alt: Menu with tools for the management of articles
+
+Creation, sharing, and removal of articles
+==========================================
+
+.. _management/create:
+
+Creation
+--------
+
+To create articles, click the :guilabel:`+ New` button on the right side of the top bar or the
+:guilabel:`+` button next to a category or another article.
+
+.. tip::
+   Create private articles quickly with the Alt/Option + C keyboard shortcut.
+
+.. _management/share:
+
+Sharing
+-------
+
+You can share articles with internal or external users. To do so, open the share menu by clicking
+:guilabel:`Share` in the top-right menu of articles.
+
+Invite users
+~~~~~~~~~~~~
+
+To share articles with specific users (internal or external, such as a partner or a customer), click
+:guilabel:`Invite`. This opens a pop-up window in which you can choose the :guilabel:`Permission`
+:ref:`(i.e, access rights) <management/categories>` and enter the :guilabel:`Recipients`' name or
+email.
+
+You can also restrict a specific user from accessing the article by selecting :guilabel:`No access`
+permission.
+
+.. image:: management/invite.png
+   :alt: pop-up window to invite users to access a Knowledge article
+
+Share online
+~~~~~~~~~~~~
+
+To share articles **online**, activate the :guilabel:`Share to web` button. Doing so generates a URL
+link anyone can use to view the article.
+
+Additionally, the share menu displays the default permission for internal members along with all the
+users who have been granted specific permission.
+
+.. image:: management/share-menu.png
+   :alt: Sharing menu with URL for online sharing and the list of members.
+
+.. _management/remove:
+
+Removal
+-------
+
+To remove an article, you can either **delete** it or **archive** it.
+
+To delete an article, open it and click the vertical ellipsis button :menuselection:`(⋮) -->
+Delete`. The article is moved to the trash for 30 days before being permanently deleted. To restore
+it, click :guilabel:`Open the Trash`, select the article, and click :guilabel:`Restore`.
+
+To archive articles, click :guilabel:`Search`, select the article(s), and click
+:menuselection:`Action --> Archive --> Archive`. Archived articles are hidden from the search menu.
+To retrieve an archived article, add a custom filter to display them (:menuselection:`Search -->
+Filters --> Add Custom Filter`, and set :guilabel:`Active` as :guilabel:`is No`). Then, select the
+article(s) and go to :menuselection:`Action --> Unarchive`.
+
+.. _management/structure:
+
+Structure of articles
+=====================
+
+Articles are organized into a hierarchical structure wherein the article on top is a parent article,
+and those underneath are called nested articles. This structure allows the grouping of related
+articles.
+
+To establish this hierarchy, create new articles by clicking the :guilabel:`+` button next to the
+parent-to-be article, or move existing articles by either dragging and dropping them under the
+parent-to-be or by clicking the vertical ellipsis button (:guilabel:`⋮`), clicking :guilabel:`Move
+To` on the toolbox and selecting the article to use as a parent.
+
+.. _management/categories:
+
+Categories
+----------
+
+Additionally, articles are divided into four categories that can be found on the left sidebar. These
+categories give articles default **access rights**.
+
+- :guilabel:`Favorites`: You can set any article you can access as a favorite. To do so, click the
+  star-shaped icon (:guilabel:`★`) in the top-right menu of articles. Marking articles as
+  **favorites** is user-specific and does not affect other users.
+- :guilabel:`Workspace`: Articles displayed in that category are available to all internal users.
+  These users have the right to read, modify or share these articles.
+- :guilabel:`Shared`: Articles displayed in that category are those you shared with internal users,
+  external users, or shared with you.
+- :guilabel:`Private`: Articles displayed in that category are only available to you.
+
+.. image:: management/left-sidebar-cat.png
+   :alt: Categories displayed in the left sidebar of Odoo Knowledge