[![](http://blog.jumpbox.com/images/2009/01/rampupheader.gif "ktlogo")](http://blog.jumpbox.com/category/screencasts/) [![](http://blog.jumpbox.com/images/2009/01/ktlogo.png "ktlogo")](http://www.knowledgetree.com)

How do you currently store and share documents within your company? If you’re not using a document management system there’s room to make things more efficient by setting up an open source application like Knowledge Tree. Benefits from moving from a traditional file-based approach to a database-backended system include:

  1. Maintain a versioned history for every document
  2. Have granular access controls over who can see & do what
  3. Assign tags and custom meta data to folders and files for more meaningful search
  4. Setup workflows to automate notifications for common approval processes
  5. Delegate administrative authority to atomic business units
  6. Have powerful search and custom query features

This tutorial is intended to give you the motivation and instruction you need to get started with Knowledge Tree. In the next twenty-five minutes we’ll walk through the “how & why” of the steps involved in moving a fictitious lemonade stand company from a filesystem-based approach into using Knowledge Tree. We’ll use the JumpBox for Knowledge Tree demonstrate the above features and you’ll come away with a convenient reference that will allow you to do the same for your organization.

Below is the video, a time-coded table of contents, the widget to launch your own private instance and the backup file that contains the final state of the application used in the tutorial. Leave a comment if you have questions. We plan to start releasing these videos regularly as we believe they’re the missing piece that will help people get started with these powerful applications.

Time Topic
04:39 Create users
05:28 Create groups
06:15 Assign users -> groups
08:22 Add folder & doc
10:26 Demo access with no permissions
11:05 Add restricted permissions and retry
12:02 Enable Webdav (*safe mode off) and demo
14:25 Bulk upload multiple files
17:31 Checkout / edit / checkin
20:22 See version history
21:02 Add meta data and tags
22:39 Search based on tag and contents
25:44 Offsite and local backups
Get the state of the system at the end of the tutorial [here](http://blog.jumpbox.com/images/2009/01/jb-knowledgetree-111-docs-d140a8d2d59511dda4f8001c42e9736f-20090104110313.tgz).