Article templates in Zoho Connect

Article templates in Zoho Connect

Feature availability 

Overview

Instead of creating an Article from scratch, you can use one of our pre-defined Templates if it suits the topic of your article.

How to use an Article template?

    1. Click Manuals from the menu in the left.
    2. Open an existing manual or create a new Manual.
    3. Click Create Article in the top-right side of your Manual.
    4. Click Pick from Template optionfound below the menu bar.



    5. In the pop-out, select the template of your choice and click the Preview to take a look at the content.   

                          

    6. Once decided, click Use this Template
    7. After applying the template, you can make changes to the content to suit your needs.

How to save an existing article as a template and share it?

  1. Click Manuals from the menu in the left.
  2. Navigate to the Article you would like to save as a template.
  3. Click the ellipses  in the top-right part of the Article.
  4. From the dropdown, select Save as template.



  5. In the new pop-out, provide a name and select if you would like to include tags and attachments.
  6. In the same pop-out, select who should have access to the Article template.
  7. You can choose between only you, all network members or specific users.



  8. Once you've added the selected users, you can choose if they get read only access or if they can read and edit the template.



  9. Use the dropdown next to their names to change access or to remove sharing.
  10. Once done, click Save Template.

How to access a saved template?

  1. Navigate to the Manual where you need to create a new article.
  2. Click + New Article in the top-left part of your Manual or the center for a new Manual that does not have any Article.
  3. In the editor, click Pick from Template.



  4. In the new pop-out, select Using a template.

  5. From the list of templates, click Use this template, next to the one you need.
  6. The content from the template is added to your editor and you can continue working on the Article.