Populating a knowledge base


In the knowledge base, you can organize a convenient structure for information display, thanks to the option of creating any levels of nesting of articles.

A new article is added in a few clicks. Just click on the "Add article" button in the upper right corner of the main knowledge base page or on the page of any specific article:

After that, the sidebar panel will open for writing an article. Specify the title of the article and fill in the content. The visual editor will allow you to beautifully arrange the text of the article. Also, you can copy the text from any source (website, Google Document, Google Sheets, etc.) and paste along with the pictures.

You can create lists, insert images, videos, tables, links, headlines, quotes and so on.

Tips and tricks. To change the text format, do not select it, but just place the cursor in the desired place and choose the style.

Videos can be inserted from YouTube and Vimeo using the player's code or link:

You can create a table with any number of rows and columns:

For the convenience of writing an article, use the full–screen mode by clicking on the corresponding button:

If necessary, you can attach files to your article from your computer or from Google Drive. For example, templates of documents, examples of a brief, an estimate, or a commercial proposal. Knowledge base users will be able to view attachments in one click.

You can add the files only after the article is saved.

After writing the article, you can save it as a draft, and if it is ready, publish it immediately.

The Apply button saves the content, and the Save button saves and closes the editing window. You can also save the article by pressing the Enter key.

When the article is ready – publish it. This can be done while viewing the article and on the Edit article page.

Publish button when viewing the article

Check–box for publishing on the Edit article page

After that, the article will be available to all readers. If the knowledge base is open to external users, then the published article will be available to any person by a direct link.

Inside the knowledge base, information about the authors of the article will be displayed.

Article settings

To the right of the editor, there are settings for the current article.

Article URL – generated automatically when you specify the title of an article. If necessary, you can change it to more readable or short one.

Important article – when checking the box, the selected article will be displayed on the main page and can be easily available.

You can also mark the article as featured when viewing it:

Parent articles – if necessary, select one or more articles when you want it to be displayed in several sections at once. If you add an article on any particular page of the knowledge base, then the parent article will be installed automatically.

Any article can become a parent article, which means that you can create an unlimited number of nested articles. After creation, you can change the sequence of Child articles using the Drag & Drop method:

Tags – for additional categorization of articles and quick search any content, add tags. The tag can be found in the drop–down list or be created in the same window, simply by typing the name.

The tags will be displayed in the content of the knowledge base and in the external database on the main page.

Editing and deleting an article

To edit an article, click on the pencil icon:

To delete, click on 3 vertical dots at the top of the article and select "Delete":

In the same menu, you can unpublish the article. If an external access is available to the knowledge base, the article can be viewed through an external link or copied and shared with a colleague:

At the end of the published article, readers can report whether the article was useful, and also leave a comment:

Search in the knowledge base

You can search for any materials in the knowledge base with keywords and tags. Search is carried out both by name and by the content of the article.  

Search on the main page

Search by tags in the external knowledge base is available on the main page or at the end of the article. In the internal knowledge base – in the content under the articles.


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