Knowledge Graph: Companies

The Companies Knowledge Graph is your centralized workspace for managing Company profiles within your Library. With powerful search and filtering tools, customizable views, bulk actions, and detailed profile pages, you can efficiently organize, update, and review Company records in one streamlined interface.

Accessing Companies

To access Companies in your Library, click on Companies under Library in the left-navigation menu. Alternatively, you can go to this link to route directly to Companies in your Library.

Companies: Main Page

The Companies Graph serves as your central hub for viewing, organizing, and managing Company profiles. By default, profiles are displayed alphabetically (A–Z). Each row displays the Company's name and profile image on the left, with associated properties and tags shown to the right.

Company Tags

Tags can be applied and updated directly from the Graph without opening individual Company profiles. Clicking a tag field in the table will display available options within that tag group. Selecting a tag immediately applies it to the profile. This allows you to quickly categorize and organize Companies at scale.

Search and Filters

You can use the Search Bar in the top-right corner of any Library page to locate Company profiles by name. To further refine results, click the Filter icon to apply filters. Available filters are based on the user-generated tags configured for Company profiles.

You can use Quick Filters to save and instantly reapply a specific set of filters.

To create a Quick Filter:

1. Apply your desired filters.

2. Click Save.

3. Provide a name and description.

4. Click Save again.

To use an existing Quick Filter, select it from the Quick Filters menu to automatically apply the saved configuration.

Customizing Views

Using the Columns button, you can customize how information is displayed in the Graph.

You can:

• Toggle columns on or off

• Reorder columns via drag and drop

• Sort by any column (ascending or descending)

At the bottom of the table, you can:

• Adjust the number of rows displayed

• Navigate between pages

This flexibility allows you to tailor the Graph to your workflow.

Actions Menu

Selecting one or more profiles using the checkbox on the left activates the bulk Actions bar.

From here, you can:

• Update properties

• Merge Company profiles (when multiple are selected)

• Update tags

• Delete Company profiles

Company profiles are automatically generated when files are uploaded. To manually create a profile, click + New Company in the top-right corner.

Company Profile Page

Clicking into a Company profile opens its detailed view.

The Overview page provides a snapshot of key information, including activity history and edit tracking (who made changes and when), along with any comments associated with the profile.

On the right-hand panel, you can:

• View and toggle properties

• Update a Company domain

• Update tags

Click Edit in the top-right corner to edit the Company name, set Company type, update Company domain, or update the profile picture.

Projects, Notes, Files, and Media

You can toggle between tabs at the top of the page to view Projects, Notes, Files, and Media.

• Projects: View and add Projects and Opportunities associated with this Company. Project/Opportunity status, name, location, and submission date will be displayed in this page.

• Notes: Add internal notes for future reference. Notes added here also appear in the main Notes section within the Content page.

• Files: All files associated with the Company appear in this tab. You can upload files directly to the profile, and they will also populate in the Files section of the main menu.

• Media: All images and assets associated with this profile can be found here.

The Companies Knowledge Graph is a flexible and comprehensive system to manage Company data. With customizable views, powerful filters, bulk actions, and detailed profile pages, you can efficiently organize and maintain accurate records in one centralized location.

You can always find more information on Content Management in our Support Center. Please send any questions or feedback to Support@Kantiv.com.