Creating a New Knowledge Base Article

Overview
The Knowledge Base lets you publish how-to guides, FAQs, and policies for employees or clients. Learn how to draft and publish a new article.

Steps

1. Navigate to Knowledge Base in the left sidebar.

2. Click Add New Article (blue button).

3. Choose For Employees or For Clients.

4. Enter a clear Article Heading.

5. Select an Article Category from the dropdown (or click Add to create one).

6. Write your content in the rich-text Description field (use headings, lists, images).

7. (Optional) Upload attachments via the Upload File box.

8. Click Save to publish.

Tips

• Use descriptive headings (e.g. “How to Reset Your Password”).

• Break long content into sections with subheadings.

• Attach screenshots or PDFs for visual guidance.

Troubleshooting

• Save button disabled? Ensure you’ve chosen audience, heading, and category.

• File upload failing? Check file size/format (max 10 MB; PDF/PNG/JPG).