You can make use of a user guide to help a user get a complete understanding of a feature or a product. For example, this is how a user guide might look for using article template
TABLE OF CONTENTS
Introduction to templates
Standardize your knowledge base by creating templates such as a simple FAQ-style article, step-by-step guides, How-To, Release notes, and a lot more. Your team can simply choose from the predefined templates and start creating their articles from there - saving them time.
Creating templates
- Go to Knowledge Base
- Click on the hamburger menu on the top left
- Select Article templates
- Click on New template and start creating your template
Mark a template as default to load it automatically while creating a new article.
Using templates
- Once you save a template, click on Use template to open the template as a new article
- Make the relevant changes to the template and save the article
Add your Table of content for your FAQ
Content creation FAQs
- How to add callout cards to my content?
You can insert callout cards using quick insert
- How to add callout cards to my content?
- How to automatically generate a Table of content for my article?
The Table of content can be created based on the heading of each section in an article. Click on TOC on your text editor once you have added the headers using the paragraph format
- How to automatically generate a Table of content for my article?
- How to track multiple versions for my article?
You can navigate to the Versions section of an article to access all the previous versions and to track how your article has evolved
- How to track multiple versions for my article?
- How to add a code snippet to my article?
To add a code snippet, click on the Insert code icon on the text editor in your knowledge base article. This will open a popup window where you can enter the code that has to be displayed in the snippet as shown below
- How to add a code snippet to my article?
<body> <p>This is a sample code snippet</p> </body>
Content management FAQs
- How to filter articles based on its properties?
Go to the article list views and enter the values based on which the articles have to be filtered
- How to filter articles based on its properties?
- How to reorder articles automatically?
Go to Manage under the Solutions tab and click on the edit button that appears when you hover over the relevant folder. In the window that opens, click on the Order articles drop-down and select how you want the article to be sorted
- How to reorder articles automatically?
- How to perform bulk actions on articles?
Go to the article list views and filter the articles on which you want to perform bulk actions. Then select the bulk action that you would like to perform from the button that appears over the list of articles
- How to perform bulk actions on articles?
- How to make my folder visible to a specific customer segment?
Click on the folder for which you would like to control the visibility and select the Visible to Drop-down. There you can select from the list of customer/company segment that you have already created
- How to make my folder visible to a specific customer segment?
Add your Table of content for your FAQ
Content creation FAQs
- How to add callout cards to my content?
You can insert callout cards using quick insert
- How to add callout cards to my content?
- How to automatically generate a Table of content for my article?
The Table of content can be created based on the heading of each section in an article. Click on TOC on your text editor once you have added the headers using the paragraph format
- How to automatically generate a Table of content for my article?
- How to track multiple versions for my article?
You can navigate to the Versions section of an article to access all the previous versions and to track how your article has evolved
- How to track multiple versions for my article?
- How to add a code snippet to my article?
To add a code snippet, click on the Insert code icon on the text editor in your knowledge base article. This will open a popup window where you can enter the code that has to be displayed in the snippet as shown below
- How to add a code snippet to my article?
<body> <p>This is a sample code snippet</p> </body>
Content management FAQs
- How to filter articles based on its properties?
Go to the article list views and enter the values based on which the articles have to be filtered
- How to filter articles based on its properties?
- How to reorder articles automatically?
Go to Manage under the Solutions tab and click on the edit button that appears when you hover over the relevant folder. In the window that opens, click on the Order articles drop-down and select how you want the article to be sorted
- How to reorder articles automatically?
- How to perform bulk actions on articles?
Go to the article list views and filter the articles on which you want to perform bulk actions. Then select the bulk action that you would like to perform from the button that appears over the list of articles
- How to perform bulk actions on articles?
- How to make my folder visible to a specific customer segment?
Click on the folder for which you would like to control the visibility and select the Visible to Drop-down. There you can select from the list of customer/company segment that you have already created
- How to make my folder visible to a specific customer segment?
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