Step-by-step Guide On Common Procedures

Written by Ivanna Parra

Last published at: December 27th, 2023

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This guide will show you step-by-step how to do common procedures on your Knowledge Base.

Move An Article To A Different Category

  • Access your Dashboard
  • Select the Article
  • Select Actions > Move Category and select the new category to which you want to move it

 

 

Create A Private Article

  • Access your Dashboard
  • Select New Article +
  • Click on Access Level , choose Private, and select the users that can access it

 

 

Create User Groups

  • Click on the Users button
  • Access the  Groups tab 
  • Click on New Group
  • Enter the Group Name and choose which users will be part of the group
  • Click on Save Changes

 

 

Unpublish Articles In Bulk

  • Select the Articles
  • Select Actions > Save as Draft
  • The articles will now be tagged as Draft & Unpublished

 

 

Create A New Article Template

  • Access your Dashboard
  • Click on Article Templates  section
  • Click New Article Template and create your new template

 

 

What A Tab Looks Like

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