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Introduction KBase works with Office 2007 and higher www.kalmstrom.com KBase is a knowledge base that works inside Outlook. It is installed in a local Outlook folder, and the articles are shared via a database or a SharePoint site. KBase can be used together with my incident management application Folder HelpDesk, but it also stands very well alone. Welcome to the show! Peter Kalmström CEO, kalmstrom.com Business Solutions
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KBase for Outlook V3

Mar 30, 2016

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Introduction to KBase, the knowledge base for Outlook, SharePoint, Excel and web.
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Page 1: KBase for Outlook V3

Introduction

KBase works with Office 2007 and higherwww.kalmstrom.com

KBase is a knowledge base that works inside Outlook. It is installed in a local Outlook folder, and the articles are shared via a database or a SharePoint site.

KBase can be used together with my incident management application Folder HelpDesk, but it also stands very well alone.

Welcome to the show!Peter KalmströmCEO, kalmstrom.com Business Solutions

Page 2: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

KBase is fully integrated in Microsoft Outlook.

Articles can be full-text

searched.

Create a new article.

KBase in Outlook

Reading pane

Page 3: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

All Outlook features, like format text,

spelling check and insert attachment and images, work as they

normally do.

ID, Time and Creator are filled out automatically

The KBase Article

Page 4: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

Add new categories or types by right clicking on the superior level

Select category and type from the dropdown in the KBase form

KBase Categories and Types

Page 5: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

Add custom fields to the KBase Outlook form

Custom fields in the KBase Outlook form

KBase Custom Fields

Page 6: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

KBase Search

Enter a word or phrase in the search dialog box. Regular expressions and *

searches are supported.

Page 7: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

Select KBase articles to export, export by category and type or export by creator.

Export KBase Articles to Excel

Page 8: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

Open KBase articles

KBase in Excel

Open KBase articles

Page 9: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

Table of content is generated automatically.Articles are grouped by category and type and with a collapsible outline.

Uncheck the Problem category or type you don’t want to publish.

Publish KBase Articles to HTML

Page 10: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

Table of content

Article

KBase as Web Pages

Page 11: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

When SharePoint is selected as sharing option the articles can be reached there without exporting.

Use SharePoint views to display the articles in different ways. The default view shows all articles grouped by category and type, just like in Outlook.

KBase in SharePoint

Page 12: KBase for Outlook V3

KBase works with Office 2007 and higherwww.kalmstrom.com

Thank you for watching this slide show!

At www.kalmstrom.com you may download KBase and test it for 30 days. You are also welcome to download the manual and watch the video demonstrations about installation and use of KBase.

On my web site you will also find information about my other Outlook and SharePoint solutions.

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