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.




        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          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 LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    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


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            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 Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Creating Manuals

                                                                                                                                      What is a manual? A manual is an organized repository of knowledge within a hub. You can think of a manual as a collection of related content. For example, you could have a "Development" space which contains manuals for design, coding standards, ...
                                                                                                                                    • Creating a Lesson

                                                                                                                                      Lessons are individual units of content that can be created within a course. You can create a lesson in one of the following ways: Creating a new lesson Importing lessons Linking an article to a lesson Creating a new lesson To create a new lesson: ...
                                                                                                                                    • Trashed articles

                                                                                                                                      Admins of the manual, space, or hub can restore or permanently delete articles from the trash. If no action is taken, articles will be automatically removed from the trash after 90 days. Viewing trashed articles You can see all the articles that have ...
                                                                                                                                    • Adding Articles to Chapters

                                                                                                                                      To add an article to a chapter: Navigate to your article. Click the Edit icon () to the right of the article view. Click Choose Chapter in the top-right corner. Choose a chapter from the list.
                                                                                                                                    • Making Articles Mandatory for Reading

                                                                                                                                      Feature availability Plan Free Express Professional Mandatory Read ❌ ❌ ✅ Mandatory reading simplifies the process of ensuring that users read and acknowledge essential information. This feature is ideal for sharing policy documentation, and company ...
                                                                                                                                      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