Knowledge Base Templates

Templates give authors a starting point with default headers or other content for articles. Templates help foster consistent formatting and content organization for articles. You can create and manage templates from the Knowledge Base app in Site Administration.

To navigate to the Knowledge Base app, click Menu () and navigate to Content and Data → Knowledge Base.

Creating Templates

1. Click the Templates tab.

2. Click Add (). This brings up the New Template form.

   

3. Enter a title for the template.

4. Use the WYSIWYG editor to create the template’s content. To view or edit the article’s HTML source, click the Source button (</>) in the editor. You can also set the template’s permissions via the form’s Permissions section.

5. Click Publish to finish creating the template.

Managing Templates

Each template appears in a list in the Templates tab. You can take the following actions on each template via its Actions icon ():

View: Display the template. From here, you can print the template, use it to create an article, edit it, modify its permissions, or delete it.

Edit: Change the template’s title and content.

Permissions: Configure the template’s permissions. You can choose whether a Role can change permissions, update, view, or delete the template.

Delete: Remove the template from the Knowledge Base.

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