Aurora: Edit knowledge base articles
There are multiple scenarios in which you might need to edit an existing knowledge base article.
- Save progress on a new article and return later to continue working on your draft before publishing.
- Modify, edit, and repost published content to fix any mistakes or add new information.
- Edit and restore a previous version of an article.
Authors typically have permission to:
- edit their own article
- view the history of their own article
Admins or moderators can:
- Edit any knowledge base article
- Block further edits to articles
Check out the walkthroughs below to learn how to edit a draft or edit a previously published article.
Edit a draft
10 STEPS
1. While creating your content you can always save the draft and come back later to work on it.
Click Save Draft
2. The draft is saved with a version number
3. Let's see how you can find this draft.
Go to the board where the draft was created. Click Options menu and click Manage Content
4. The Content Management Dashboard opens.
5. You are automatically taken to the Drafts tab
6. Depending on your permission, you can see all the drafts. Members can mostly see only their own drafts.
Click the article you want to work on.
7. When the draft is ready to be published, click Publish
8. The published version get a new version number.
9. Your draft is published.
10. Scroll up and that's it. You're done.
Here's an interactive tutorial
Here's an example of how you can save progress on a new article and return later to continue working on your draft before publishing.
https://www.iorad.com/player/2051697/Intermitted-save--drafts
Notes:
- Admins and moderators can access the Content Management dashboard by going to Account > Manage Content.
- Authors can access only their own content on the Content Management dashboard. Go to Options > View My Drafts to open your drafts in the Content Management Dashboard.
Edit previously published content
Let's take an example of editing a published KB article.
10 STEPS
1. Open the published article you want to edit.
2. The article opens
3. Click the Options menu and click Edit
4. The article opens in the editor
5. Edit the article. For example, you may want to hyperlink another content.
6. Use the hyperlink option on the editor's toolbar
7. Enter the URL
8. Click Insert Link
9.
10. You can either Cancel, Save Draft or Publish
Here's an interactive tutorial
https://www.iorad.com/player/2051832/Edit-Published-Content
Edit and restore older versions of content
To edit and publish an old version of an article that is still in your community, you can restore them as is or make additional edits to the previous version and publish them.
7 STEPS
1. Go to the article that you want to edit.
2. Click Options menu
3. Click History
4. The history of edits on the article opens in a pop-up. Click the > against the version you want to edit and restore
5. Click ... against the version you want to edit and restore
6. Click Edit and Restore
7. The article opens in an editor. After you make changes to article, you can either Cancel, Save Draft or Publish
Here's an interactive tutorial
https://www.iorad.com/player/2051842/Edit-and-Restore-for-the-edit-article
Learn more on how you can edit and restore old versions.
Every article gets a version number after it is edited and published. The published article displays the latest version number along with the date and time.
Permissions
Permission |
Purpose |
Start new articles and edit drafts |
To edit KB article drafts. |
Edit own published articles |
To edit your own KB article. |
Edit any published article |
To edit your own KB articles and articles published by others. |
Related topics: