Admin / Editor · Allow about 10 minutes

Before you begin

Editor, Admin, or Owner. Have a destination knowledgebase and a clear reader outcome.

1. Start a focused draft

1. Open Content Manager. Use New and choose Article to open the editor.

2. Enter a specific title and description. Open Article properties to choose the knowledgebase, category, owner, tags, visibility, and review settings.

3. Add a short summary explaining what the reader will accomplish. Write the prerequisites before the instructions.

2. Write and illustrate the steps

1. Use headings to split the task into stages and a numbered list for actions.

2. Use the insert controls or the command menu to add images, tables, callouts, links, or learning tools.

3. For each screenshot, add descriptive alternative text and a caption explaining what the reader should notice. Keep credentials and personal data out of images.

4. Open Article properties → Article to check owner, tags, audience, and review settings. These values stay with the draft while you use Actions, SEO, or Files.

3. Preview and publish

1. Preview the article. Read it as a new customer and check links, image legibility, headings, and mobile layout.

2. Choose Publish when it is ready. One click saves pending edits and publishes. Owners, Admins, and Editors can publish immediately, including articles written by another author in the workspace.

3. For an additional editorial check, send a saved draft to a reviewer. This is optional and does not remove your publishing access.

4. Open the published Reader article with the intended access. Search for it using a customer’s likely wording.

4. Update or retire an article

1. Edit published content as a separate working draft. Readers keep the current published content, title, location, and URL until you republish.

2. Use Article properties → Actions for Revision history, Duplicate article, Archive, or Delete. Duplicate creates a separate draft with its own media.

3. Unpublish removes Reader access and returns the article to Draft. Delete moves it to Content Manager → Recently deleted for 30 days; Restore returns it to Draft. Archive is a separate choice.

Check your result

The article is published, readable, correctly categorised, and available to its intended audience.

If something goes wrong

• Publish blocked: read the validation feedback and check the article is not archived, the subscription limit has not been reached, and any imported-source restrictions are resolved. Review is not required.

• Missing in Reader: check published status, knowledgebase visibility, category, and audience.

• Media missing: confirm the upload completed and the asset is available before publishing.

Continue learning

• Write accessible articles and manage media

• Insert a learning tool in an article

• Maintain ownership, reviews, and versions

• Update a published article safely

• Recover a deleted article or restore an earlier version

• Annotate screenshots in the article editor

• Navigate Beetl and switch experiences