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How do I create an article?

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You can use the +Add Article button to create a new article. You can find it on the top right corner in both Articles’ Card View and List View.

Follow these steps to create an article:

  1. Click the Main Menu.
  2. Go to the Support tab.
  3. Select the Articles module.
  4. Click the +Add Article button.
  5. Fill in the following mandatory information:
  • Title - Enter the name of the article.
  • Category - Pick the category where the article belongs.
  • Subcategory - Pick the subcategory where the article belongs. 
  • Status - Pick the status of your article from the drop-down. Status defines what phase your article is currently in.
  • Author - Select the author from the drop-down. It lists the CRM users who have access to the Articles module.
  • Visibility - Select to whom your article must be visible. It can be made: 
    • Public - Anybody in the world can read your articles. 
    • Logged in Contacts - Only the contacts who have logged in using their portal credentials can read your articles.  
    • Employees - Only your employees can read your articles.
  1. Click Save and Continue to create the article and write the content.
  2. Click Cancel to exit article creation.

The article is created, and you can now start adding content.

To know more about Articles, click here.
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