FAQs in this section
What are Articles in Vtiger CRM?
How are Articles better than FAQs?
In which editions of Vtiger CRM is the Articles Add-on available?
Is the Articles module available by default in the CRM?
How do I install the Articles module?
Where will my articles appear after publishing?
How do I change the appearance of the Help Center from the Articles module?
How do I create an article?
How do I see if my article will appear on the Help Center before publishing?
How do I add an article from the Cases module?
How do I create an article using Quick Create?
In which status should I create my article?
How do my customers view my articles if it is in the Draft status?
Should I meet any pre-requisites before I create an article?
How do I add screenshots to an article?
How do I add external links to an article?
How do I save the changes made to an article?
What is the Card View in Articles?
What can I do in the List View of the Articles module?
How is the Article's Summary View different from other modules?
How do I add a brief introduction to an Article?
How do I import Articles from my system to the CRM?
How do I export the articles from the CRM?
How do I print an article?
How do I change the template of an article?
How do I see views recorded on my article?
How do I see the rating of my articles?
Is it mandatory to install the Articles extension?
When I click the Do button from Articles' Summary View, it is not showing anything. Why?
How do I access the Help Center link from the article?
What do you mean by Quality Audit in Vtiger CRM?
How do you access the Quality Audit module in Vtiger CRM?
What do you mean by Audit template in Vtiger CRM?
What do you mean by Audit Forms in Vtiger CRM?
What do you mean by Audit Insights in Vtiger CRM?
What are Articles in Vtiger CRM?
What are the benefits of using articles in Vtiger CRM?
What is the Knowledge Base in Vtiger CRM?
What is Preview in Articles?
How do I install Articles?
Explain Summary View in Articles?
How do I create Articles?
How can I generate an app-specific password for Gmail?
How do I enable 2-Step Verification for my Google account?
What are the steps to generate an app password in Yahoo?
What is an app password for Yahoo Mail?
What are the steps to remove an app password in Yahoo Mail?
Why does Gmail show an SMTP connection failure error in Vtiger CRM?

How do I publish Articles?

Publishing an article will have the following steps:

Step 1: Adding screenshots to an article

Follow these steps to add screenshots to the article:
  1. Log in to the CRM.
  2. Go to the Help Desk.
  3. Click Articles. The article editor opens.
  4. Choose the article you want to add screenshots.
  5. Click the Image icon in the toolbar. An Image properties window opens.
  6. In the Image Info tab, paste the Image URL in the URL field.
  7. Add the Width and Height of the image.
  8. Choose Alignment.
  9. Click OK. 
The screenshot will be added to the article.

Step 2: Adding links to an article

Follow these steps to add links to the article:
  1. Log in to the CRM.
  2. Go to the Help Desk.
  3. Click Articles. The article editor opens.
  4. Select the Article you want to add links to.
  5. Select the text that you want to link the other article to.
  6. Click the Link icon in the toolbar. A Link window opens.
  7. Select the Link Type as URL from the drop-down.
  8. Type the URL of the external document or other article in the URL field under the Link Info tab.
  9. Click OK.
The text will appear in blue, underlined form indicating the hyperlink is added to the text.
Note - After adding the link, click the Preview button to see if the link is working, and directs you to the link that you have added.
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