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Knowledge Base Article Templates


Templates are primarily used for formatting articles for consistent styling in text, graphics and overall appearance.

To establish a knowledge base template follow these steps.

  1. From the Home Tab click the Tools Tab.
  2. From the Tools Tab click the Knowledge icon.
  3. Click the New icon to create a New Template.

The example above is a basic formatting template for articles which will have the content generated directly within the knowledge base.

·         The Subject header is at the top of the page and this will automatically generate the Subject of the article at the top of the article body. The text has already been established and will automatically come up as Tahoma 10 pt based on this example.A border will show at the bottom of each article as shown here.Any related articles will appear listed at the bottom of each article.

When a template has been created it will appear within a new article window under the template icon in the top tool bar.

Anytime a template is chosen it will pre-populate the article with any preferences built into the Template.

If you choose a Template after you have entered in your content the Template will over write any existing content.


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