Guide admins can add or edit draft articles. Agents who are not Guide admins can add and edit drafts in sections where they have been granted permission (seeRestricting access to knowledge base content).
This article covers the following topics:
Adding draft articles
When you create a draft article, it is saved but not published. You can continue working on it until it's ready to publish.
To add a draft article
- SelectAdd > Articlein the top menu bar.
The article that is created is a draft by default, as indicated at the top of the article.
- Enter the initial content of your draft article.
- Select a section for your article from thePublish in sectionmenu.
- ClickSave。
Be sure to note the URL for your draft, as you can use this URL to return directly to the article until it is published. The URL for the draft version of the article is different from the published version, though the article ID remains the same.
你can also view your article drafts byviewing your help center activity, or if you're a Guide admin, you canview a list of all drafts。On Enterprise plans, you can use the Team publishing workflow to view all articles in draft state. SeeReviewing, approving, and publishing articles with Team Publishing。
Editing draft articles
你can edit draft articles as needed.
To edit a draft
- Open the draft you want to edit, then clickEdit article。
你can find your draft byviewing your help center activity。Or, if you are a Guide admin, you canview a list of all draftsand select the draft you want from the list. The draft will open in edit mode.
- Make your changes.
- ClickSave。
The draft article is updated. You can make more edits, if needed, or you can clickPreviewto preview your article in your help center.
Publishing draft articles
当你准备好了,你可以访问你的草稿publish it.
- Open the draft you want to publish, then clickEdit article。你can find your draft byviewing your help center activity。
Or, if you are a Guide admin, you canview a list of all draftsand select the draft you want from the list. The draft will open in edit mode.
- Select a section for your article from thePublish in sectionmenu.
- Chose any of the following options:
- To close the article for comments, deselectOpen for comments。
- To promote the article in its section, selectPromote article。
- To add an attachment, clickManage attachmentin the Attachments section at the bottom of the pane. SeeAttaching media to articles。
The file size limit is 20 MB.
- Add anyLabelsyou want (not available on Suite Team).
As you start typing, a list of existing labels appears for you to choose from. You can add a new keyword by selectingAdd as a new label。
Labels can be one word or a multiple word phrase. Labels are indexed for search with a little less weight than the article title. However, since multiple labels with similar words can outweigh the title and body of the article, use labels carefully to balance your search results.
- Click the drop-down arrow on theSavebutton, then selectPublish。
The article is published.
Viewing a list of all drafts (Guide admins only)
你can access a complete list of your draft articles. You must be a Guide admin to view a list of drafts.
To view a list of drafts
- In Guide, click theManage articles(
) icon in the sidebar.TheLists默认选项卡打开。
- ClickDrafts。
A list of all draft articles in your help center brand appears.
8 Comments
Hi all,
Quick question - what is the difference between Editing in Draft and Editing in Published? Here is a scenario. Article is drafted and published, then some changes need to be made to it (and its Translated pages) - is it better to push to Drafts and do the edits (say, replace images and make other changes) or Edit in Published?
Hey Evgeni, to take a published article back to draft status you would need to unpublish it, which would make it inaccessible for your end-users. Unless there is something actively wrong and damaging in the article, it's usually better to edit the article while leaving it in published status.
Hello! Is there a way to delete a draft version of an article?
If you go toGuide admin,you can click onDrafts, select one or more articles, click theArticle settingsbutton that appears at the bottom of the screen, and there will be a删除option in the popup menu that appears. Hope that helps!
Hi Dave. Thanks for that info. Taking those actions will unpubish and delete the entire article, though, right? I just want to delete the draft version, but keep the published version as-is and active.
Is there a way to just delete the draft?
Ah, if you're talking about article Revisions (seeViewing article revisions and restoring a previous version ), then unfortunately, we don't provide a way to delete those.
If you'd like to let our product team know about your use case, the best place for that would be in our Feedback - Help Center (Guide) topic (and using this template to format your feedback). Thanks!
How can I send a link to another agent ( not guide admin, say, full agent or light agent ) to have them look at a draft article if it is not published?
If you are pertaining to just the default access of agents, they are restricted to access draft articles even if you provide the direct link to it. However, if you have management permissions in Guide set to Admin and Agents, your agents can access it.
On the actual draft, you will need to select the correct permission in Article Settings > Managed by.
More information can be found inCreating management permissions to define agent editing and publishing rights。
Hope this helps!
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