Editing and Managing Draft Articles

Summary

This article explains how to edit a draft article and use the available management actions. Learn how to publish, preview (including on a specific help center), duplicate, delete, and access other key features for your drafts.

When to Use This

This guide is for when you are creating a new article or updating an existing one and need to manage the draft version. It is useful for understanding the options available before and after publishing your content.

Step-by-Step Instructions

1. Open a Draft: From the article list in Knowledge, click on a draft article to open it in the editor.
2. Edit Content: Add or modify the text and other content within the editor as needed.
3. Publish the Article: Once your edits are complete, click the "Publish" button in the top-right corner to make the article live.
4. Access More Options: Click the three-dot menu in the top-right corner to reveal a dropdown of additional actions.
5. Preview Your Draft (General Preview): Select "Preview draft" from the menu to see how your changes will appear before publishing.

Previewing an Article on a Specific Help Center

If you have multiple help centers configured, you can preview how an article will render on a specific help center before it goes live.

1. Navigate to the Knowledge section in the sidebar.
2. Click on the article you wish to preview to open it.
3. Click the three-dot menu (options menu) in the article interface.
4. Select Preview draft article (for drafts) or View live article (for published content).
5. When prompted, select the help center you want to preview.
6. Click Preview.
7. The article will open in a new tab, showing how it appears on the selected help center.

multiple-help-center-walkthrough.mp4 3024x1718

6. Use Other Management Tools: From the same menu, you can "Duplicate" the article, "Move" it, "Pin" it, "Download" it, view its "History" and "Insights," or "Delete" the draft entirely.

Editing and Managing Draft Articles 3024x1396

Common Questions (FAQs)

How can I see what my article will look like before I publish it? Use the "Preview draft" option from the three-dot menu to see a preview of your article.

How do I preview how an article will look on a specific help center? Use the three-dot menu and choose Preview draft article or View live article, then select the help center when prompted.

What is the difference between saving and publishing? Saving updates the draft that only you and your team can see. Publishing makes the changes live for your audience to view.

Can I restore a deleted draft? The video does not specify, but typically, deleting an article is a permanent action. Be cautious when using the "Delete" option.

Troubleshooting Tips

• Publish Button is Disabled: If you cannot click the "Publish" button, you may not have the required permissions. Contact your administrator for assistance.
• Accidentally Edited a Live Article: If you made accidental edits to a published article, you can use the "History" feature to potentially revert to a previous version.
• I don't see the help center selection modal: Ensure you have created at least two help center configurations. If only one exists, it may default to that one automatically.
• The preview isn't loading: Check your internet connection and ensure that the help center configuration you selected is active and properly set up.