Delete, Hide, Rename
  • 06 May 2022
  • 3 Minutes to read
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Delete, Hide, Rename

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Deleting Categories

You can delete the unwanted categories as per your requirement.

All the subcategories and articles under that level would also be deleted when you delete a category. Deleted items would be available in recycle bin for 30 days.

There are two ways to delete a category.

Method 1

7_Screenshot-Category_delete_more_option

  1. From the knowledge base portal, go to Documentation

  2. Hover the mouse pointer over the category and ••• (More) icon appears

  3. Click ••• (More) → Delete
    8_Screenshot-Category_delete_confirmation

  4. Click Yes in the Delete confirmation prompt window


Method 2

9_Screenshot-Category_delete_more_option_folder

  1. From the knowledge base portal, go to Documentation

  2. Navigate to the desired category

  3. Click ••• (More) on the top right → Delete
    8_Screenshot-Category_delete_confirmation

  4. Click Yes in the Delete confirmation prompt window


Deleting subcategories

When you delete a subcategory, all the subcategories and articles under that level would also be deleted. Deleted items would be available in recycle bin for 30 days.

There are three ways to delete a subcategory.

Method 1

17_Screenshot-SubCategory_delete_more_option_left_nav_panel

  1. From the knowledge base portal, go to Documentation
  2. Hover the mouse pointer over the desired subcategory on the left navigation panel, and ••• (More) icon appears
  3. Click ••• (More) → Delete

18_Screenshot-SubCategory_delete_confirmation_more_option_left_nav_panel

  1. Click Yes in the Delete confirmation prompt window

Method 2

24_Screenshot-SubCategory_delete_more_option_right

  1. From the knowledge base portal, go to Documentation
  2. Navigate to the desired subcategory
  3. Click ••• (More) on the top right → Delete
    18_Screenshot-SubCategory_delete_confirmation_more_option_left_nav_panel
  4. Click Yes in the Delete confirmation prompt window

Method 3

10_Screenshot-Subcategory_delete_more_option

  1. From the knowledge base portal, go to Documentation
  2. Navigate to the higher level of the subcategory you want to delete
  3. Click ••• (More) next to the desired subcategory→ Delete

25_Screenshot-SubCategory_delete_confirmation_2021

  1. Click Yes in the Delete confirmation prompt window

Deleting multiple subcategories

You can delete multiple subcategories under the same parent category simultaneously.

11_Screenshot-Multiple_subcategories_delete

  1. From the knowledge base portal, go to Documentation

  2. Navigate to the previous higher level of the subcategories you want to delete

  3. Select the checkbox of the categories you want to delete
    12_Screenshot-Multiple_subcategories_delete_confirmation

  4. Click DeleteYes in the Delete confirmation prompt window


Hiding Categories

You can hide a category or subcategory within the documentation editor so that it is only accessible by team accounts. Hidden categories are struck-through in the categories list of the Documentation window.

19_Screenshot-Hidden_category_in_documentation

For example, you may want your sales team to have access to a category containing pricing details but don't want that category to be visible to customers. You would hide the article so it wouldn't appear in your public documentation.

When you hide a category or subcategory, all the subcategories and articles under that level will also be hidden.

There are three ways to hide a category/subcategory.

Method 1

13_Screenshot-Category_hide_more_option

  1. From the knowledge base portal, go to Documentation
  2. Hover the mouse pointer over the category or subcategory name in the left navigation panel, and ••• (More) icon appears
  3. Click ••• (More) → Hide

Method 2

20_Screenshot-Category_hide_more_option_category_type

  1. From the knowledge base portal, go to Documentation
  2. Navigate to the desired category or subcategory level
  3. Click ••• (More) icon on the top right of the window → Hide

Method 3

15_Screenshot-Subcategory_hide_more_option

  1. From the knowledge base portal, go to Documentation
  2. Navigate to the higher level of the subcategory you want to hide
  3. Click ••• (More) → Hide

Hiding multiple subcategories

You can hide multiple subcategories under the same parent category simultaneously.

12_Screenshot-Multiple_subcategories_hide

  1. From the knowledge base portal, go to Documentation
  2. Navigate to the previous higher level of the subcategories you want to delete
  3. Hover the mouse pointer over the subcategories you want to hide and select the checkbox adjacent to the subcategories name
  4. Click Hide

Renaming categories or subcategories

Method 1

  1. From the knowledge base portal, go to Documentation
  2. Double-click the desired category or subcategory on the left navigation panel
  3. Update the name and click anywhere in the window to save

Method 2

6_Screenshot-Category_rename_more_option

  1. From the knowledge base portal, go to Documentation
  2. Hover the mouse pointer over the category or subcategory, and ••• (More) icon appears
  3. Click ••• (More) → Rename
  4. Update the name and click anywhere in the window to save

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