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Managing Articles

Articles are the core content of your Knowledge Base. Each article belongs to a category and can be configured for internal staff use, public access, or both.

You can access article management from Knowledge Base > Articles.

Permissions Required
  • View Knowledge Base to read articles
  • Manage Knowledge Base to create, edit, publish, and delete articles

Understanding Article Status

Articles progress through different statuses during their lifecycle:

StatusDescriptionVisibility
DraftWork in progressAdmin only
PublishedLive and accessibleBased on visibility settings
ArchivedRetired but preservedAdmin only

New articles start as drafts, giving you time to write and review before publishing.


Creating an Article

  1. Navigate to Knowledge Base > Articles
  2. Click Add Article
  3. Fill in the article details:

Basic Information

FieldDescription
TitleArticle headline (appears in search results and navigation)
CategoryWhich category this article belongs to
SlugURL-friendly identifier (auto-generated, editable)

Content

Choose your preferred editor format:

  • Markdown - Write using Markdown syntax with live preview
  • Rich Text - Use the visual editor with formatting toolbar

The editor format is saved with the article, so you can use different formats for different articles.

Visibility Settings

SettingOptionsDescription
VisibilityPublic / InternalWho can access this article
Require LoginYes / No / InheritFor public articles, require authentication
FeaturedYes / NoShow on Knowledge Base homepage

SEO Fields (Public Articles)

FieldDescription
Meta TitleCustom title for search engines (defaults to article title)
Meta DescriptionDescription shown in search results (defaults to excerpt)
ExcerptShort summary (auto-generated from content if not provided)

Tags

Add relevant tags to improve searchability. Tags help users find related articles and improve search result relevance.

  1. Click Save as Draft or Publish

Content Editors

Markdown Editor

The Markdown editor provides a split view with your source text on the left and a live preview on the right.

Supported Markdown features:

  • Headers: # H1, ## H2, ### H3
  • Emphasis: *italic*, **bold**, ***bold italic***
  • Lists: Ordered and unordered
  • Links: [text](url)
  • Images: ![alt](url)
  • Code: Inline `code` and fenced code blocks
  • Tables: GitHub-flavored Markdown tables
  • Blockquotes: > quoted text

Rich Text Editor

The Rich Text editor provides a familiar word-processor experience with a toolbar for formatting:

  • Text formatting (bold, italic, underline, strikethrough)
  • Headings (H1-H4)
  • Lists (bulleted, numbered)
  • Links and images
  • Tables
  • Code blocks
Switching Editors

Each article stores its content format. If you need to switch from Markdown to Rich Text (or vice versa), create a new article or manually convert the content.


Adding Images

You can add images to articles using two methods, both accessible via buttons below the content editor.

Upload Image

Click Upload Image to select a file from your device:

  1. Click the Upload Image button below the editor
  2. Select an image file from your computer
  3. The image uploads automatically and inserts at your cursor position

Supported file types:

  • JPEG (.jpg, .jpeg)
  • PNG (.png)
  • GIF (.gif)
  • WebP (.webp)

Size limit: 5MB per image

Uploaded images are stored on Manage1to1 servers and served directly within your articles.

Insert Image from URL

Click Insert Image from URL to embed an image hosted elsewhere:

  1. Click the Insert Image from URL button below the editor
  2. Enter the full URL of the image (must start with http:// or https://)
  3. Click Insert

The image displays inline from its original source. Use this for:

  • Images hosted on your school website
  • Screenshots from external documentation
  • Images from approved cloud storage
External Images

External images depend on the source server. If the original image is moved or deleted, it will no longer display in your article. For permanent content, prefer uploading images directly.


Article URLs

Each article has a unique URL based on its category and slug:

/kb/{category-slug}/{article-slug}

For articles in subcategories:

/kb/{parent-slug}/{subcategory-slug}/{article-slug}

URL Best Practices

  • Keep slugs short but descriptive
  • Use keywords users might search for
  • Avoid dates or version numbers in slugs
  • Use hyphens to separate words

Changing URLs

When you change an article's slug, the old URL automatically redirects to the new one (HTTP 301 redirect). This preserves:

  • Bookmarks and saved links
  • Search engine rankings
  • Links from other articles or external sites

Publishing Workflow

Draft to Published

  1. Write and save your article as a draft
  2. Preview the article using the Preview button
  3. Review formatting, links, and accuracy
  4. Click Publish to make it live

Making Updates

When editing a published article:

  • Changes save immediately
  • No separate draft version exists
  • Consider timing for significant changes

Archiving

Instead of deleting old content:

  1. Navigate to the article
  2. Click Archive
  3. The article becomes hidden from public view but preserved in the system

Archived articles:

  • Maintain their view history and analytics
  • Can be restored if needed
  • Don't appear in search results or navigation

Restoring Archived Articles

To restore an archived article:

  1. Navigate to Knowledge Base > Articles
  2. Filter by Archived status to find the article
  3. Click on the article to view it
  4. Click Restore to Draft
  5. The article returns to draft status for review
  6. Review and update the content if needed
  7. Click Publish to make it live again
tip

Restoring an article sets it to draft status rather than immediately publishing, giving you an opportunity to review and update the content before making it publicly available again.


Viewing and Previewing

Admin View

Click on any article in the list to see:

  • Full rendered content
  • Metadata (author, dates, status)
  • View count and feedback stats
  • Edit and delete options

Preview Mode

The Preview button shows exactly how the article will appear to end users, including:

  • Full content rendering
  • Related articles sidebar
  • Feedback buttons
  • Breadcrumb navigation

Tags

Tags help categorize articles across category boundaries and improve search relevance.

Adding Tags

  1. In the article editor, find the Tags field
  2. Type a tag name and press Enter
  3. Repeat for additional tags
  4. Tags auto-complete from existing tags

Tag Best Practices

  • Use consistent naming (decide on pluralization rules)
  • Create broad tags for discoverability
  • Avoid too many tags (5-10 per article is usually sufficient)
  • Review and consolidate tags periodically

Article Analytics

Each article tracks usage metrics:

MetricDescription
View CountTotal number of views
Helpful (Yes)Users who clicked "Yes" on feedback
Helpful (No)Users who clicked "No" on feedback
Published DateWhen article was first published
Last UpdatedMost recent edit date

View detailed analytics from the article view page or the main Analytics dashboard.


Bulk Operations

From the article list, you can perform bulk operations:

  1. Select multiple articles using checkboxes
  2. Choose an action from the bulk actions dropdown:
    • Publish - Publish all selected drafts
    • Archive - Archive all selected articles
    • Delete - Permanently delete selected articles
Bulk Delete

Bulk delete is permanent and cannot be undone. Use Archive for content you may need later.


Search and Filtering

The article list supports filtering to find content quickly:

FilterOptions
StatusAll, Draft, Published, Archived
CategoryAny category or "Uncategorized"
VisibilityPublic, Internal
SearchTitle, content, tags

Combine filters to narrow results. For example: Published + Internal + "password" finds all published internal articles about passwords.


Best Practices

Writing Effective Articles

  • Start with a clear problem statement
  • Use headings to structure content
  • Include step-by-step instructions where applicable
  • Add screenshots for visual processes
  • End with related links or next steps

Maintenance

  • Review articles quarterly for accuracy
  • Update screenshots when UI changes
  • Check links for broken URLs
  • Monitor feedback and improve low-rated articles
  • Unused uploaded images are automatically cleaned up after 30 days

Internal Documentation

For internal articles:

  • Include context only staff would need
  • Reference internal tools and processes
  • Link to related tickets or issues
  • Note when procedures change

Related articles

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