Step-by-Step Guide: Adding an Article to the Knowledge Base

8 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Knowledge Base"

  • Navigate to the left sidebar of the dashboard.
  • Locate the "Knowledge Base" option.
  • Click on the "Knowledge Base" link to access the relevant section.
  • Next, look for the "Add New Article" button to proceed with adding content.

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STEP 2: Click on "Add New Article"

  • Navigate to the Knowledge Base section.
  • Click on the Add New Article link highlighted in red.
  • Ensure you have the necessary details ready for the new article.
  • After clicking, proceed to the next step to Select "For Employees/For Clients".

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STEP 3: Select "For Employees"

  • Click on the option labeled "For Employees" to specify the audience for the article.
  • Ensure that you have selected the correct option as this will determine the visibility of the article.
  • Proceed to the next step to enter the "Article Heading."

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STEP 4: Enter Article Heading

  • Click on the "Article Heading" field (marked with a red border).
  • This field is mandatory (indicated by the asterisk *).
  • Ensure to provide a concise and relevant title for the article.
  • After entering the heading, proceed to the next step to select the "Article Category".

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STEP 5: Select Article Category

  • Click on the "Article Category" field highlighted in red.
  • Choose an appropriate category from the dropdown list.
  • Ensure the field marked with an asterisk (*) is filled, as it is required.
  • Proceed to the next step by writing the description of the article.

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STEP 6: Fill Description for the Article

  • Click on the "Description" field to enter the article details.
  • Use the formatting options (Normal, Bold, Italics, etc.) to style your text.
  • Ensure to provide a comprehensive description relevant to the article.
  • After completing, proceed to the next step by clicking on "Upload File."

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STEP 7: Click on "Upload File"

  • Locate the "Upload File" section highlighted in red.
  • Click on the "Upload File" area to open the file selection dialog.
  • Choose the desired file from your device.
  • Ensure the file is appropriate for the article you are creating.

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STEP 8: Click on "Save" to Submit Your Article

  • Ensure all required fields (marked with *) are filled out: Article Heading, Article Category, and Description.
  • Review your uploaded file to confirm it's correct.
  • Click the Save button at the bottom of the form to submit your article.
  • If needed, you can click Cancel to discard changes.

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