Creating an article

You can add articles inside the already created category or subcategory. Suppose you have a blank Knowledge base, then first add a category before you can add an Article.

Accessing the 'Add article' module

There are four methods to access the Add article module.

Method 1

By hovering over an open category or below a closed category and clicking the purple + icon, and selecting Add article

Method 2

By clicking on the More Actions icon (•••) next to a category name and selecting Add article.

Method 3

Click on the Category (Folder/Index).
- If the category contains any article or subcategory from the editor space, click on the + New option at the top and select Add article.

• If the category is empty, click on the Add dropdown at the center of the page and select Add article

Method 4

Select the category(Folder/Index/Page), click on the ••• More options at the top-right, and select Add article.

The Add article module opens with four options

• New article

• From template

• Copy existing

• Link existing

New article

Select the New article(default selection) in the Add article module. Type in the article title and click on the Create button.

Your article will be added to the respective Category/Subcategory with a new Article status Indicator (light-blue dot) to show that it has not been published.

From template

Select the From template in the Add article module. Choose a template from the Select a template dropdown, edit the article title, and click on the Create button.

Your article will be added to the respective category/subcategory with a new Article status Indicator (light-blue dot) to show that it has not been published.

Copy existing article

Create a clone article of an existing article from your project's respective version and language.

Select the Copy existing in the Add article module. Select an article from the Select article search bar, edit the title, and click on the Create button.

Your clone article will be added to the respective category/subcategory with a new article indicator (light-blue dot) to show that it has not been published.

Link existing article

This creates a shared article among the different categories. The shared articles are termed as References in Document360.

Select the Link existing in the Add article module. Search and select an article from the Select article search bar, and click on the Create button.

The article would be referenced in the selected category/subcategory.

Moving an article into categories

Using three methods, you can move any article inside the category/subcategory or to an entirely new category/subcategory.

Method 1

In the category manager or above the editor toolbar, click on the ••• More option, select Move to, and navigate to the desired category or subcategory.

Method 2

Another easy method to move an article/category is by dragging and dropping the article into the desired category using the Reorder icon to the left of the article in the category manager.

Method 3

If you want to move multiple articles at the same time, you can use the Bulk operations functionality. The bulk move can be made on the dedicated Bulk operations page or the category index in the portal.

Saving an article

Document360 automatically saves your documentation content at regular intervals. You can also save your work using the standard keyboard save command Ctrl+S.

You can also view the information of your most recent saved draft of the article by clicking on the cloud icon next to the article title at the top.