Formatting Knowledge Base Articles Using WYSIWYG Editor - Online Help | Zoho Desk

Formatting Knowledge Base Articles Using WYSIWYG Editor

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:


  1. Font style - Bold, Italics, Underline
  2. Font and background coloring 
  3. Heading - Normal text, Heading 1, Heading 2 and so on applicable for creating a TOC in the article. Click the TOC tab from the right panel to view the TOC structure. 
  4. Text alignment - Left, right, justify, or center. 
  5. Text direction - Left to right or right to left.
  6. Numbered and bulleted lists
  7. Increase or decrease the indent of a text.
  8. Insert image from the desktop, gallery, or URL.
  9. Clearing existing formatting of the text.
  10. Format painter - Copy the style or formatting of the text on a new text.
  11. Insert article as link within an article and set whether the article can be accessed by the agent or users. 

  12. 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), insert table, insert horizontal rule, and more. 
    Using the Insert HTML option, you can customize or format even the background color of a text.

  13. Switch between normal and edit view.
  14. Switch between rich text and plain text, mainly used to remove all formatting from text that is copied from elsewhere.

 Table formatting

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. 
  1. Insert rows/columns - before or after a selected cell
  2. Resize table - drag to resize the table and its cells
  3. Style the table - dashed borders, alternate rows, no borders
  4. Style the cells - padding (normal, narrow, custom margin, etc.), text alignment (left, right, center). 
  5. Adding table background color
  6. Adding a table theme - colors, dotted borders, etc. 
  7. Modify rows and columns - insert or delete rows and columns.



Inserting code 

Select this option to add a code. You can add code snippets with actual examples of how a function, class, or library is used. This can be helpful for testers or developers who need clarification on the codes used.

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, and so on, where the heading is visible and the readers can expand to read the entire content. 


To insert an accordion
  1. Go to the Knowledge Base module and choose the category, folder, or subfolder. 
  2. Select an article to edit or add a new article. 
  3. Click Insert > Insert accordion
  4. In the accordion title, enter the title to be displayed and enter the description in the next tab. 
  5. Click + Add accordion item to add more accordions. 
  6. Click Preview to view the output and click Insert

  7. To edit the inserted accordion, hover over it and click the Edit icon.
  8. 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
  1. Go to the Knowledge Base module and choose the category, folder, or subfolder. 
  2. Select an article to edit or add a new article. 
  3. Click Insert > Insert tab
  4. In the Tab title, enter the title to be displayed and enter the description in the next tab. 

  5. Click + Add tab item to add more tabs. 
  6. Click Preview to view the output and click Insert.
  7. To edit the inserted tab, hover over it and click the Edit icon.

  8. To change the card view to a list view, edit the tab, select Line View, and click Preview

Notes
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.


Text Styles

Imagine you are creating a technical document, and there are some important points to be highlighted. For example, to install a screen capture tool, it might require Windows 10 and 8 GB of RAM. If the prerequisites are not met, then the user will not be able to install the tool. In this scenario, you can use the text styles 'Alert' or 'Warning' to highlight these important details. This will help users understand what’s crucial and ensure they don’t miss it.
The text styles available in the Kb editor are Notes, Warning, Alert, Info, Idea, and Quote



Organize KB content in TOC

The Table of Contents (TOC) will be populated based on the Font style and heading provided in the content editor. You can apply header styles to the content to organize a long article with headings so that readers can locate and navigate to the relevant information instantly. It uses hyperlinks to point to anchors (or bookmarks) for navigation.
There are three heading levels available. The top-level in the TOC is Heading 1 and the sub-levels are Heading 2 and Heading 3.
The title and paragraph style are not added in the TOC. 

Import Articles in KB editor

Assume there is an existing document in your cloud storage or computer. Copying and pasting or retyping the entire content into the KB editor could be time-consuming. To avoid this rework, use the Import Article option.

The following file formats are supported:


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Adding, Editing, Cloning, Unpublishing, and Deleting Knowledge Base Articles

                                                                                                                The Knowledge Base (KB) is a self-serve online library of information that enables your customers to access solution articles for addressing various product or service-related queries. You can create articles related to your product or service and ...
                                                                                                              • Allowing Public Comments on Knowledge Base Articles

                                                                                                                Customer feedback plays an important role in improving products, as well as the instructional resources associated with them. With more organizations implementing self-service customer support models, it's imperative to give customers an opportunity ...
                                                                                                              • FAQs: Knowledge Base

                                                                                                                Can I get my knowledge base articles reviewed? Your knowledge base articles must be reviewed to ensure it contains correct and updated information. Although this is optional, it helps you eliminate incorrect information while building trust and ...
                                                                                                              • Setting up 301 Redirects for your Knowledge Base Articles

                                                                                                                You can change the URLs of articles real quick, and there is no special trick to it. For instance, you may want to remove the usage of dates to make the content timeless or update the URL to be in sync with a new title. Or maybe you just didn’t give ...
                                                                                                              • Structurizing the Knowledge Base - Category, Department, Sections, and Sub-section

                                                                                                                Knowledge Base is a vast database of information that an organization houses for its employees, customers, partners, and various stakeholders to refer to and understand what they offer. These information can be in the form of blogs, user manuals, ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources