Knowledge

Knowledge Base Module:

1. Navigate to the Knowledge Base section on the left-hand menu.

The Knowledge Base Module allows users to manage articles, organize categories, and easily find information with efficient search and export functionalities. Follow this guide to understand and use the module effectively.

Adding a New Article

To create a new article in the Knowledge Base:

1. Click on the Add New Article button.

2. On the "Add New Article" screen, fill in the following details: 

• Article Heading: Enter the title of your article.

• Article Category: Select a relevant category or create a new one by clicking Add.

• Description: Use the text editor to draft the article's content. You can format text, add images, or include links.

• Upload File: Attach supporting files if needed.

3. Choose whether the article is for Employees or Clients.

4. Click Save to publish the article or Cancel to discard changes.

Note: Ensure that the article heading and category are relevant and concise for easy understanding.

Managing Article Categories

To organize your articles effectively:

The categories are listed below – 

1. Click on the Manage Article Category button.

2. On the "Article Category" screen, you can: 

• Add a new category by entering the name in the "Category Name" field and clicking Save.

• Edit an existing category by modifying its name and clicking Save.

• Delete a category by clicking the Delete button next to it.

Best Practice: Use descriptive and meaningful category names to improve searchability.

Using Search and Filters

Find specific articles quickly with the search and filter options:

1. Use the Search bar at the top of the Knowledge Base listing page to type keywords or titles.

Action Items: Edit and Delete Articles

To modify or remove an article:

1. Navigate to the Knowledge Base listing page.

2. Locate the article in the table.

3. Under the Action column: 

• Click Edit to update the article’s content, category, or audience.

• Click Delete to remove the article permanently.

Warning: Deleted articles cannot be recovered. Ensure to double-check before deletion.

FAQs

1. Can I recover a deleted article?

• No, deleted articles are permanently removed. Always verify before deletion.

2. How do I create a new category?

• Use the Manage Article Category button to add a new category.

3. What file formats can I attach to an article?

• Common file formats like PDF, DOCX, and PNG are supported.

Best Practices

• Use clear and concise titles for articles.

• Regularly update articles to ensure accuracy.

• Organize articles in meaningful categories to enhance searchability.

• Encourage employees or clients to utilize the search bar for faster navigation.

Support Assistance

For further assistance, contact our support team at support@projeni.com. We’re here to help!