This guide will detail how users with permission to at least one category can create a Knowledge Base article.
Steps
1. Head to Applications > Knowledge Base
2. Click the '+' button (This will only appear to users with create article permissions to at least one category as set by administrators on the admin side)
3. Select 'Create an article' from the pop-up:
4. Complete the details of your article as required:
- Language: Set which language the article will be written in. (Multiple language versions of articles can be created, but they require a native speaker to manually rewrite them)
- Article Title: Enter the article title
- Category: Choose which category the article will be saved in (Only those a person has permission to add to will appear listed)
- Tags: Enter any tag terms to aid searching for this article
- Author: By default, the author of the article is the person creating it, but this can be changed.
- Created Date: The current date is set by default but can be changed at any time (the database will still recognise the original date)
- Article Cover/Thumbnail: Upload an appropriate image for the article. The image will be displayed to the left of the article in the list of articles, and at the top of the article when viewing it. Dimensions of the cover image area: This will be shown in a 150 x 150 container on the landing page.
- Embed Video (optional): Insert iframe code. The video will be displayed at the top of the article. If a cover image is also uploaded, the video will take precedence.
- Description: This is the main body of the article. Use the tool available in CK Editor to create custom content. Learn how to add images or video.
- Enable Commenting: Tick the checkbox to enable comments on the article. The box for this will appear at the end of the article to users with view rights.
5. Choose the status and save the article to create it.
- Draft: The article is saved as a personal draft only the user can access OR if an approval process has been set up, users who cannot publish will submit drafts for approval
- Publish: The article is made live, and those with permissions can view it
- Archive: The article is no longer active and will be removed later
6. View, edit and manage the article over time.
Users with category permissions to edit will see the pencil icon and be able to make changes.
Update the content as needed over time and change the article status or properties if required.
