Add to KMS

Add to KMS lets users copy a document from Epona365 Web into a practice area's document library in Epona KMS. The copy runs entirely under the signed-in user's own SharePoint permissions — there is no separate KMS authentication or KMS group membership involved.

This replaces the older nominate/publish workflow (the KMS sidebar, the Nominated and Published document views, and document rating, which depended on the old published-document view). Those are all removed; if you're looking for them, see the note under Migrating from the legacy KMS integration.

Requirements

• Add to KMS is enabled for the organization — see Configuration.
• At least one practice area is configured, and the user has Contribute access to its document library — see Configuration.
• Each practice area's configured library must be a document library root.

Usage

1. Right-click a document.
2. Select Add to KMS.
3. Choose a Practice area from the dropdown.
4. Click Send to copy the document into that practice area's KMS library, or Cancel to close without doing anything.
5. A toast confirms success. On failure, a toast shows the reason:
   • If the practice area's library no longer exists (renamed, moved, deleted), the toast names the practice area directly: "The KMS library for practice area '<name>' could not be found. Please contact your administrator."
   • Any other failure (access denied, file checked out, name rejected, etc.) is shown with its own SharePoint reason.

Notes:

• The Add to KMS menu item is hidden entirely when the user has no accessible practice area — practice areas the user cannot access are filtered out of the picker.
• Epona KMS picks up newly copied documents by periodically scanning the library rather than being notified directly, so it can take a short time for a document to appear in KMS after the copy completes.

Configuration

Within DMSConfigurationCenter

1. Open DMSConfigurationCenter and go to Knowledge management system (KMS).
2. Check Enable to turn the feature on.
3. Add one row per practice area under Practice areas: a Name (shown in the picker) and a Library url (the KMS document library the document is copied into — must be a library root).
4. Save.

Note: if a Library url points to a subfolder rather than the library root, the copy still succeeds in SharePoint, but the document never appears in KMS — Epona KMS only scans library roots.

Note: that DMSConfigurationCenter category also holds settings for KMSforLegal, an older and entirely separate product — see DMSConfigurationCenter — Knowledge management system (KMS). The Enable and Practice areas settings above are the only ones Add to KMS (stand-alone Epona KMS) reads or writes.

Migrating from the legacy KMS integration

Epona has moved to Epona KMS (a standalone application), and the older in-SharePoint KMS integration has been fully retired from Epona365 Web:

• The Nominate to KMS and Publish to KMS context-menu actions are gone, along with the KMS modal and the KMS sidebar.
• The Nominated and Published document views are gone.
• Document rating is gone — it relied on a list view only the old Published documents view produced.
• The KMS Viewers, KMS Nominators and KMS Administrators SharePoint groups are no longer used by Epona365 Web (see Permissions Reference).

Practice areas are configured independently of the old KMS settings, so upgrading does not migrate anything automatically — an administrator must add the practice-area rows described above before Add to KMS has anything to offer users.