General actions on KB Guides, Chapters, and Articles

From the Manager Content page you can:

• Edit a KB Guide
• Hide/unhide a KB Guide
• Delete a KB Guide
• Edit Chapter
• Move Chapter
• Delete Chapter
• Move Article
• Remove Article

For all of these actions:

1. Go to the Manage Content page.
2. Select the knowledge base board where the widget was added. 
3. Select the Guides tab > Type > Guides.

Edit a KB Guide

You can edit any chapter in a guide.

1. Open the Options menu (3 dots) near the guide you want to edit.
   

    

2. Select Edit. 
   A window to edit the title or avatar or description of the KB Guide opens.
   

    

3. Edit the Title, Avatar, and/or Description of the KB guide.
   

    

4. Select Save.

The Title is updated.

 

Hide/unhide a KB Guide

When creating a KB Guide, such as while drafting articles, you can choose to hide the work-in-progress guide from the community. Once you're finished and ready to publish, simply unhide the guide to make it visible.

To hide a KB Guide:

1. Open the Options menu (3 dots) near the guide you want to edit.
2. Select Hide.
   

    

You get a confirmation that the guide is hidden and the KB guide is tagged as hidden. 

 

 The Guide is marked as HIDDEN.

 

When you’re ready, select Unhide to make it visible in the community. 

 

Delete a KB Guide

After a guide is deleted, it is no longer available in the knowledge base board. . However, the articles that were in that KB guide are still available in the community. 

1. Open the Options menu (3 dots) near the guide you want to delete.
2. Select Delete.

 

A confirmation window opens.

Select Delete.

3. The Guide is no longer available in the knowledge base board. However, the articles that were in that KB Guide are still available in the community. 

 

Edit Chapter

You can edit any chapter in a guide.

1. Open the Options menu (3 dots) near the article you want to edit.
   
   

    

2. Edit the Title and/or the Description of the Chapter.
   
    
    

   

3. Select Save.

The title of the chapter is updated.

 

Move Chapter

You can move a chapter from one guide to another.

 

1. Open the Options menu (3 dots) near the chapter you want to move.
2. Select Move.
   

   A window to select a destination guide opens.
   

   
3. Select the Guide to which you want to move this chapter. 
   
4. Select Move. 
   The Chapter along with its articles are moved to the selected guide.  

Delete Chapter

After a chapter is deleted, it is no longer available in the Guide. However, the articles that were in that chapter are still available in the community. 

1. Open the Options menu (3 dots) near the chapter you want to delete.
2. Select Delete. 
   

   A confirmation window opens.

   
3. Select Delete.
   The Chapter is no longer available in the guide. However, the articles that were in that chapter are still available in the community.
   

    

Move Article

You can move an article from one chapter to another within the guide or directly under a guide.

1. Open the Options menu (3 dots) near the article you want to move.
2. Select Move.
   
   

   
   A window opens where you can enter the destination for the selected article.

    

   

3. Select another chapter in the same guide or in another guide as a destination.
   
   
   

   In our example, we choose to move it under the guide called “FAQs.”
   

   
   The article is now under the “FAQs” Guide. 

Remove Article

You can remove an article from a guide. This does not delete the article from the community. 

1. Open the Options menu (3 dots) near the article you want to remove.
2. Select Remove.
   

   A window to confirm your action appears.
   

   
3. Click Remove. 
   
   The article is removed from the guide.

Related topics:

• About KB Guides
• Adding KB Guides
• Guides widget configuration
• CRUD Action audit logs