Creating Articles

Creating Articles

What are articles and chapters? 

Articles: In Learn, knowledge is captured in the form of articles. Articles are like the pages in a book. For example, a "design manual" may contain articles for different topics like web UI elements, animations, navigation, etc.

Chapters: You can group articles of the same kind into chapters inside manuals. Chapters help organize your articles and make it easier to navigate. Similar articles can be grouped into chapters inside manuals. For example,  several articles, each titled pop-up, navigation, layout, etc can be grouped under a chapter titled "UI elements".

Creating articles 

You can create an article in one of the following ways:
  1. Create a new article
  2. Create an article using a template
  3. Import an existing document 
  4. Embed an existing PDF file into an article
You can also create AI generated article using Zoho Learn's writing assistant. Know more about creating an article using AI

Creating a new article 

To create a new article:

  1. Navigate to the manual you want to create an article in.
  2. Click the Add () icon and click Blank

      4. To save your article as draft, click Save and Close in the top-right corner.

      5. Click Publish in the top-right to publish the article to the readers of the manual.

Creating articles using templates 

You can create your article with one of the following template options:
  1. Default templates
  2. Custom templates

Creating articles using the default templates

To create articles using default templates:

  1. Navigate to the manual you want to create an article in.
  2. Click the Add () icon.
  3. Click From template, then go to the Default template tab.
      4. Select a default template from the list and enter a name for your article.
      5. Click Create

      6. To save your article as draft, click Save Draft in the top-right corner.
      7. Click Publish in the top-right to publish the article to the readers of the manual.

Creating articles using custom templates

Feature availability

 

                       

   Plans

 

 

Basic

Express

Professional

Custom Templates

      ❌

      ❌

      ✅


To create articles using custom templates:

  1. Navigate to the manual you want to create an article in.
  2. Click the Add (+) icon.
  3. Click From template, then go to the Custom template tab.


      4. Select a custom template and enter a name for your article.
      5. Click Create. You will be taken to the editor.
      6. To save your article as draft, click Save Draft in the top-right corner.
      7. Click Publish in the top-right to publish the article to the readers of the manual

Importing an existing document

If you have existing documents that you want to include in your knowledge base, you can easily import the documents instead of recreating them manually. After importing, you can also make any minor changes that are required in the article. 

To import a document:

  1. Navigate to the manual you want to create an article in.
  2. Click the Add () icon, then click Import.
  3. Click Browse, then choose the file from your computer.
  4. Click Import.

Notes
  1. You can import RTF, HTM, HTML, DOCX, DOC, TXT, ODT, and zipped HTML files.
  2. Recommended file upload size for import is 10 MB
  3. The HTML file inside a ZIP file will be imported as a single article.
  4. The images with relative paths in the HTML file will also be imported.
  5. If there are multiple HTML files in the ZIP file, only the first file will be imported.      

Embedding PDFs into an article

Embed existing PDF files to create new articles in a manual. If you want to make changes to the embedded PDF file, you can replace it with a new file.

To embed a PDF file:

  1. Navigate to the manual you want to create an article in.
  2. Click the Add () icon, then click Embed.
   
      3. Click Browse, then choose the file from your computer.
      4. Click Upload, then click Next.
      5. Select a chapter and provide a name for the article.
      6. Click Create.



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