Create a knowledge base article
To add an article:
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Open the Knowledge base section.
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Click New. This opens a page.
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Fill out the article fields.
Field | Field value |
Title | Enter the name of the knowledge base article. |
Type | Select the type of the knowledge base article, for example, "Rules and regulations" or "FAQ." |
Rich text | Add the article itself. The field supports rich text. |
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Open the Attachments tab and add relevant files, for example, documents related to the knowledge base article. To do this, drag the relevant file or click the
button and select the file in the upload window. -
Click
to set up access permissions for the article (optional). Learn more: Share records. -
Click the
button in the rich text toolbar to add a video to the article (optional). The following methods are available:- External link. Provide a URL to an external video source, such as YouTube or Vimeo.
- Embedded code. Insert embed code provided by a video hosting service.
- Local file. Upload a video file from your local machine.
To embed videos from external domains, the corresponding domains must be added as trusted sources in the Content Security Policy section of the System Designer. YouTube and Vimeo domains are pre-configured as trusted sources out of the box. Learn more: Set up content security policy.
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Save the changes.
As a result, Creatio will add an article to the knowledge base list.