Creating an article
  • 28 Sep 2022
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Creating an article

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    Lumière
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There is no French content available for this article, You are viewing the fallback version (English).

You can add articles inside the already created category or subcategory. If 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

1_Screenshot-Accessing_add_article_module_method1

Method 2

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

2_Screenshot-Accessing_add_article_module_method2

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.

3_Screenshot-Accessing_add_article_module_method3

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

3_Screenshot-Accessing_add_article_module_method3_new_category

Method 4

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

4_Screenshot-Accessing_add_article_module_method4

Article title

The character limit for the article title is 150 including spaces.

The Add article module opens with four options


New article

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

Article title

You must name the article before you can start writing. The article name would be considered for the article slug, which you can change at a later point in time

For example, If the article title is 'Installation support V10.83364', then the article slug would be '/Installation-support-V1083364/'

5_Screenshot-Add_article_module_New_article

Your 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.


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.

Document360 article templates are pre-designed articles that you can use while creating a new article for your Knowledge base.
Read more →

6_Screenshot-Add_article_module_From_template

Your 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.

Navigate to Templates overview page

If you want to add, manage, or make changes to any existing template, you can navigate to the Templates overview page by clicking on the Manage templates above the dropdown.


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. Search and select an article from the Select article search bar, edit the article title, and click on the Create button.

7_Screenshot-Add_article_module_Copy_existing

Cloned article attributes

The clone version of the article will be treated as any new article. Only the article content and partial article slug would be similar to the original article. The article settings (SEO, Tags, and other settings) will not be cloned.

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.

8_Screenshot-Add_article_module_Link_existing

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.

9_Screenshot-Add_article_module_Link_existing_after_creation


Moving an article into categories

You can move any article inside the category/subcategory or to an entirely new category/subcategory using three methods.

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.

11_Screenshot-Moving_an_article_inside_categories_method_2

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.

10_Screenshot-Moving_an_article_inside_categories

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.

12_Screenshot-Moving_an_article_inside_categories_method_3


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.

4_Screenshot-Saving_an_article_while_editing


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