![]() The label will not persist on any new articles created based on the template. When an agent creates an article based on this template, the current agent will be set as the author automatically. ![]() Tags are elements placed in the automation documentation template (DOCX, PPTX, XLSX) that the. The template does not restrict agents to publishing in a specific section. But Document Generation software easily creates reports. Agents can create new articles in any section where they have permission, see Allowing agents to add, edit, and delete articles. New articles based on this template will be created in the section you specify, unless an agent manually changes the section. Alternatively, you might want agents to create new content as a draft or work in progress. You might want to create a restricted help center section for agents to publish new content, depending on your workflow. Let’s face it, it’s impossible to write effective technical documentation if you aren’t 100 crystal clear on the content you’re trying to produce. In Publish in section select a section for the template.Set the Managed by and Visible to permissions.Īgents will only be able to use templates where they have management permissions for editing.For example, a Problem/Solution template might include sections for the problem, the conditions, and the steps for the solution.ĭo not include images or attachments, as they will not be included in any new article created based on this template. You might want to include headings specific to the type of template you are creating. Enter the headings and content for your template in the body.For example, you might want to create a Q&A template and a How To template, and include that in the template title. Think about the types of templates you plan to create and consider including the type in the title. Click Articles in the top menu bar, then select Add article.Īlternatively, you can open an existing article that you want to make a template.To create a template for Knowledge and the Knowledge Capture app As a Sales Rep, Id like to generate quote documents with a click. ![]()
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