How to export knowledge base content from your Help Center as PDF (no coding required)
投稿日時:2017年4月16日
"Hi Patrick,
we really love your product, could you please send us a
printable user manual so we can have an in-depth look at it? Thanks!"
I was shocked when one of our biggest new customers asked me that question. We just moved to a 21st century solution for all our customer support and knowledge sharing activities (yay Zendesk <3) but struggled to deliver on this request in time.
We really love our customers and don't want that to happen again, so we decided to build a Zendesk app that makes exporting knowledge base content as a PDF a breeze. We hope you can benefit from it too! :) (If you do, please let us know! <3)
How does it work?
It only takes 5 minutes, here is how
1. Install the Knowledge Base to PDF Zendesk App
You can find the latest version of the app in the Zendesk app directory. Click install
1.1 Private Help Centers
In order to make the app work with a private help center it is required to configure the app's email (your agent's e-mail) and token field.
Here is how you can obtain a token: https://support.zendesk.com/hc/en-us/articles/226022787-Generating-a-new-API-token-
If you already installed the app and want to configure the fields afterwards you can do that at Admin / Manage / Knowledge Base to PDF / Change settings
* The link above explains how to obtain an API token. Make sure to use your agent's e-mail, otherwise the token won't work
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After successfully installing the app you can access it by clicking on its icon in the left navigation bar:

2. Configure your PDF User Manual
Set a PDF front page title
This text will be shown on your first page, it should describe the document. e.g. [MyProductName] User Manual, etc
Optional: Select categories you want to export
Don't want to export your whole knowledge base? No problem!
This UI control enables you to filter the content that will be included in your PDF. Select any number of categories by clicking on their label, it will only include articles that are part of your selected categories.
3. Download it
A click on the "CREATE USER MANUAL" button will get you to the next step and the download will trigger automatically. Voila, that's it!
Note: This step can take from a few seconds to a minute depending on the size of your knowledge base.
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Other popular use cases
Product Knowledge Base Versioning
You just released a new version of your product that will require changes of your knowledge base articles, but you still have to support previous versions of your product.
No problem! Create a snapshot of your whole knowledge base as a PDF user manual before changing the articles for your new product and send it to customers requesting documentation about older versions
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Updates
2017-05-01: Added support for generating PDFs from private help center content
Contact
If you have questions, feedback, or love the app, please leave a comment or contact us directly: support@kolibridigital.com
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29件のコメント
Krista Shaver
Will you be narrowing the export down to the article at any point? I don't want the entire section for every export, it would be great to be able to pick and choose articles for an export.
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BIPO Support
This function is exactly what I am looking for. However, after setting up as guided above, when I click on Knowledge Base to PDF, I encountered the Categories section is in constant "Loading". Can please advise how I can resolve this?
Caitlyn
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Ron de Vries
Hi Patrick,
Is there a solution already on selecting which Brand the APP chooses to generate?
Best regards,
Ron
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Delphiansystems
Hi Patrick,
This sounds pretty good app!! But when I tried, it does nothing. no pdf generation, no error, no message. Can you please tell what I'm doing wrong?
Thanks
Ashok
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John Fricker
Hi Patrick,
Any progress on selecting which Brand's Knowledge base you're pulling from yet? Only thing I'd need to make this useable for me!
Thanks
John
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Diane Pedersen
Patrick,
I'm having two issues with the Knowledge Base to PDF app:
1. There is no way to select by brand. We have content separated into three brands and I want to be able to select a brand and then select from the categories in that brand.
2. When I generate a PDF, I'm not seeing any page numbers.
Regards,
Diane
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Jeff Jones
Sadie,
I used Knowledge Print PDF Download Controls from the Marketplace. It generates a block of Code to place into your help center which adds a button to download the knowledge base document to a PDF or download the full section to PDF.
Hope that helps you!
Jeff
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Sadie Dickman
Jeff--
That is great info! I thought I tried everything to get this to work.
Can you share info about the other solution you used? Is it an app?
Thanks!
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Jeff Jones
I only have about 155 articles, so it's not a lot of content. I did end up getting it to pull in the categories using another web browser. I found another solution that allowed me to embed the "Print to PDF" button inside of the knowledge base in the help center though, that seemed to work more effectively.
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Jessie Schutz
Welcome to the Community, Jeff!
Do you have a lot of content in your Help Center? Perhaps it's just taking some time to get everything compiled.
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