Zoho Desk’s built-in WYSIWYG ("What You See Is What You Get") content editor allows businesses to create quickly and edit their knowledge base articles to a preferred style. The simple interface provides basic and advanced formatting options along with HTML editing functionalities that are essential for most authors to control the content style and format.
The common rich text formatting options available are:
- Font style - Bold, Italics, Underline
- Font and background coloring
- Heading - Normal text, Heading 1, Heading 2 and so on applicable for creating a TOC in the article.
- Text alignment - Left, right, justify, or center.
- Text direction - Left to right or right to left.
- Numbered and bulleted lists
- Increase or decrease the indent of a text.
- Insert image from the desktop, gallery, or URL.
- Clearing existing formatting of the text.
- Format painter - Copy the style or formatting of the text on a new text.
- Insert article as link within an article and set whether the article can be accessed by the agent or users.
- Insert links (an URL or email address), remove links, embed video, insert tab or accordion, insert HTML (article content can be entered in HTML format), table, horizontal rule, and more.
- Switch between normal and edit view.
- Switch between rich text and plain text, mainly used to remove all formatting from text that is copied from elsewhere.
Users can select the number of rows and columns along with formatting the table with different styles and colors. Some of the additional functionalities are mentioned below; these options are also available upon right clicking on the table.
- Insert rows/columns - before or after a selected cell
- Resize table - drag to resize the table and its cells
- Style the table - dashed borders, alternate rows, no borders
- Style the cells - padding (normal, narrow, custom margin, etc.), text alignment (left, right, center).
- Adding table background color
- Adding a table theme - colors, dotted borders, etc.
- Modify rows and columns - insert or delete rows and columns.
Inserting code
Select this option if you want a code to be added.
Inserting Accordion
Provides an option to display a large amount of content in Card or List view for a more organized and structured display. Readers can minimize and expand the content to their preference, which ensures the scroll is reduced and the content is not spaced out.
Card view
The card view organizes the content into various rows or cards that give a more distinguished look. Each card can be expanded, collapsed, and rearranged.
List view
The content can be added in a list format, particularly useful for short content such as troubleshooting tips, FAQs, etc., where the heading is visible and the readers can expand to read the entire content.
To insert an accordion
- Go to the Knowledge Base module and choose the category, folder, or subfolder.
- Select an article to edit or add a new article.
- Click Insert > Insert accordion.
- In the accordion title, enter the title to be displayed and enter the description in the next tab.
- Click + Add accordion item to add more accordions.
- Click Preview to view the output and click Insert.
- To edit the inserted accordion, hover on the accordion and click the Edit icon.
- To change the card view to a list view, edit the accordion, select List View, and click Preview.
Inserting Tabs
The article content on the page can be organized in different tabs. Each topic can be inserted as a tab with a static heading. Readers can click on the tab to read further. Tab views are of two types.
Card view
Line view
To insert a tab
- Go to the Knowledge Base module and choose the category, folder, or subfolder.
- Select an article to edit or add a new article.
- Click Insert > Insert tab.
- In the Tab title, enter the title to be displayed and enter the description in the next tab.
- Click + Add tab item to add more tabs.
Click Preview to view the output and click Insert.
- To edit the inserted tab, hover on the tab and click the Edit icon.
- To change the card view to a list view, edit the tab, select Line View, and click Preview.
Note:
When there are multiple tabs, it will be clubbed and displayed under the
More (
) icon. You can click the icon and select the tab you want to view. One of the existing tabs will be moved under more, and the selected tab will replace the existing tab.