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Knowledge Management Features

Is Form House Manager somehow like Windows Explorer?
Yes and No. You have a collection of documents that you need to work with. The Manager helps you sort, rank, classify, retrieve documents in ways that are specific to Knowledge Management. Here are some practical examples:
Press the Sort button to sort items automatically. This works with both folders and forms. Or drag items within a folder to a different position - the repositioning is permanent, until you sort or make another manual change. Like with sorting, manual positioning works with folders too.
Item dragging is reserved for manual sorting.
To copy/move forms, use copy/cut and paste.
Important: An item may appear in more than one folder. However, it is only one physical item (form file) - that is represented within multiple folders.
These are features that are specific to knowledge management. You won't find them in Windows Explorer, for instance. The basic principles in organizing your forms would be...
  • Create your own folders (right click on top/root item).
  • Populate folders using cut and paste.
  • Sort automatically or manually.
  • Define a folder to be automatically opened at startup (in Options).
  • Enable Automatic MU.
  • Use the Most Recent folder to locate forms you just closed.
  • Use the Find feature to locate forms that are rarely used.
If you wanted to detect all folders/positions where a certain form appears, run Find for its name (or part of it). You will be taken, in sequence, to all locations. The hierarchy is automatically expanded and the form is highlighted at each location.

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