How to Edit a KB Article

This article will show you step-by-step how to edit an article in the TeamDynamix Knowledge Base. This is useful if you would like to update information, make changes to the formatting or settings, or permanently delete an article.


Table of Contents


Answer

You can edit articles regardless of their Status. It doesn’t matter if they are Approved (published articles) or Submitted (drafts of articles).

1. Navigate to the article that you would like to edit.

2. Click Edit Article on the right-hand side of the screen.

 

Delete an Article

If you would like to permanently DELETE the entire article, click Delete Article on the upper right side of the screen. Only click this if you are certain that you would like to permanently delete it. You cannot retrieve past versions of the article or its contents after doing so, and any existing links to the article will lead to a dead-end.

 

Edit the Contents

If you would like to make an edit or change to the contents of the article, make changes in the Body section as you would normally:

To immediately make the revisions to the article, click Update Article:

To create an alternate draft version of the article (which you can save and then publish later) click Save as Draft:

If you decide against saving any edits, you can always click Cancel.

 

Edit the Settings

1. To edit the settings of an article (the title, summary, tags, review date, owner, etc), click the Settings header:

2. Make the necessary changes.

► Alert: If you change the Status of the article it may alter the viewing permissions (ie. changing from “Approved” to “Submitted” will set it from Public to Not Public)

3. Click Save.

 

After you save the edits for an article, the revision will be logged at the bottom of the article in the History section.

 

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Details

Article ID: 11951
Created
Thu 4/11/24 2:21 PM
Modified
Thu 5/2/24 11:39 AM