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Creating a Knowledge Base Article

< 1 min read

  1. Go to Support > Knowledge Base.
  2. Click the “New Article” button.
  3. Fill in the article details:
    • Subject/Title – What the article is about.
    • Category – Organize content into folders (e.g., Billing, Account Settings).
    • Description – The content area (supports formatting, links, and images).
    • Visible to Clients – Toggle ON if this article should appear in the Client Portal.
  4. Optional:
    • Attach files, screenshots, or documents.
    • Add internal notes (visible only to staff).
    • Set Ordering to define the article’s position within a category.
  5. Click Save to publish.
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