Guide admins can add or edit draft articles. Agents who are not Guide admins can add and edit drafts in sections where they have been granted permission (see Restricting access to knowledge base content).
This article covers the following topics:
Adding draft articles
When you create a draft article, it is saved but not published. You can continue working on it until it's ready to publish.
To add a draft article
- Select Add > Article in the top menu bar.
The article that is created is a draft by default.
- Enter the initial content of your draft article.
- In the Article settings panel, under the Placement section, click Manage sections.
- Select the section where you want to publish your article, then click Ok.
- Click Save.
Be sure to note the URL for your draft, as you can use this URL to return directly to the article until it is published. The URL for the draft version of the article is different from the published version, though the article ID remains the same.
You can also view your article drafts by viewing your help center activity, or if you're a Guide admin, you can view a list of all drafts. On Enterprise plans, you can use the Team publishing workflow to view all articles in draft state. See Reviewing, approving, and publishing articles with Team Publishing.
Editing draft articles
You can edit draft articles as needed.
To edit a draft
- Open the draft you want to edit, then click Edit article.
You can find your draft by viewing your help center activity. Or, if you are a Guide admin, you can view a list of all drafts and select the draft you want from the list. The draft will open in edit mode.
- Make your changes.
- Click Save.
The draft article is updated. You can make more edits, if needed, or you can click Preview to preview your article in your help center.
Publishing draft articles
When you are ready, you can access your draft and publish it.
- Open the draft you want to publish, then click Edit article. You can find your
draft by viewing your help center activity.
Or, if you are a Guide admin, you can view a list of all drafts and select the draft you want from the list. The draft will open in edit mode.
- If the Article settings panel is not displayed in the sidebar, click the Article settings icon () to expand the panel.
- Click the Placement card to expand the Placement panel.
- Chose any of the following options:
- To close the article for comments, deselect Turn on comments.
- To promote the article in its section, select Promote article.
- To add an attachment, click Manage attached media in the Attachments
section at the bottom of the pane. See Attaching media to articles.
The file size limit is 20 MB.
- Add any Labels you want (not available on Suite Team).
As you start typing, a list of existing labels appears for you to choose from. You can add a new keyword by selecting Add as a new label.
Labels can be one word or a multiple word phrase. Labels are indexed for search with a little less weight than the article title. However, since multiple labels with similar words can outweigh the title and body of the article, use labels carefully to balance your search results.
- Click Update settings.
- Click the drop-down arrow on the Save button, then select Publish.
Viewing a list of all drafts (Guide admins only)
You can access a complete list of your draft articles. You must be a Guide admin to view a list of drafts.
To view a list of drafts
- In Guide, click the Manage articles () icon in the sidebar.
The Lists tab opens by default.
- Click Drafts.
A list of all draft articles in your help center brand appears.