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How do I create Articles?

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Follow these steps to create the articles:
  1. Log in to the CRM.
  2. Go to the Help Desk.
  3. Click Articles. The article window opens.
  4. Click Add Article.
  5. Enter or Select the following information:
    1. Title: Enter the name of the article.
    2. Status: Select the status of your article from the drop-down. 
      1. Draft - This shows that you are still writing article content.
      2. To be reviewed - This shows that the article needs to be reviewed.
      3. Reviewed - This shows the article has been reviewed and is ready to be published.
      4. Published - This shows that the article has been published and is available on KB for users to view.
      5. Junk - This shows that the article is moved to trash but can be reviewed later.
    3. Author: The person who is writing the article is selected from the drop-down list.
    4. Visibility: Choose who should access your articles from the below group of users.
      1. Public - Anyone who accesses Vtiger Knowledge Base can view the articles.
      2. Logged in Contacts - Those who are logged in can read your articles.
      3. Employees - Only employees of your organization can read your articles.
    5. Source Document: This is the source of the document if any references you would want to add.
  6. Click Save and Continue.
Note - You can also preview your document before publishing it to correct any errors by clicking the Preview button on the right side of the article editor.
The article is created in the Article editor and ready for you to start writing the content. 
You have an editor’s toolbar, like in a Word document, where you can edit your article by adding headers, tables, screenshots, and links. You can also choose the font style, size, color, etc.

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