Knowledge Base Categories

Build a structured tree of categories and subcategories with custom icons and colours, so articles always sit in the place readers expect to find them.

Knowledge Base Tags

Tags add a flexible layer of labels on top of categories. Use them for topics, audiences, or any cross-cutting theme to make articles easier to find.

Copy Direct Article Link

Once an article is published, use the Copy Link action to grab its public URL. Share it in chat, email, or any record and the reader lands straight on the article.

Article on the Public Portal

The same article rendered on the public portal, with its title, content blocks, and reader-facing layout, ready to be shared with anyone who has the link.

Reader Likes, Dislikes, and Feedback

Each portal article offers a thumbs up or thumbs down, letting readers vote on usefulness. The counts flow back into the backend so you can spot what is working and what needs a rewrite.

Make an Article Public

A single toggle on the article form decides whether it stays internal or appears on the public portal, giving you tight control over what is visible outside the company.

Portal Knowledge Menu

The portal adds a dedicated Knowledge menu where visitors land on the home page, browse categories, and search the full article library.

Portal Home with Recent and Search

The portal home lists recently published articles with their view counts and feedback, alongside a search bar that accepts free text, categories, and tags.

Portal Search Results

Type a keyword and the portal returns matching articles with title, snippet, and category, so readers reach the answer in a click or two.

Article Detail on the Portal

The article detail page on the portal shows the full content with breadcrumbs, related articles, table of contents, and the like or dislike controls.

Knowledge Action Across Sales, Purchase, and Inventory

The Knowledge action appears on the standard record screens across modules, letting your team capture notes and procedures exactly where they are working.

Create an Article From a Record

Start a fresh article straight from the record you are viewing, with the record reference and title prefilled, so context is preserved.

Articles Auto-Linked to the Record

Articles created from a record stay attached to it. Open the same record later and the linked articles are listed right there, one click away.

All Templates in One Library

The template library lists every saved template with its name, category, and a quick preview, so contributors can pick the right starting point at a glance.

Use a Ready-Made Template

Pick any template and a new article opens with its structure, sample sections, and placeholder text already in place, ready for the author to edit.

Build Your Own Templates

Create a new template with your own sections, formatting, and sample content. From then on, every author can spin up articles that look and read consistently.

Knowledge > Articles

The article form shows the reference number, category, tags, contributors, and the block editor itself, so an author has every detail they need to write and publish in one place.

Version History

Every save is logged as a version with author, timestamp, and change summary, giving you a complete audit trail of how an article evolved over time.

Open a Version to Review Changes

Click any version to open it, read the snapshot exactly as it was saved, and restore it to the live article if you need to roll back.

Side-by-Side Version Diff

Compare any two versions in a side-by-side view that highlights what was added, removed, or changed, so reviewers can approve edits quickly and with confidence.

Bookmark and Comment Panel

Bookmark an article for quick access from your dashboard, and use the side panel to read threaded comments or reply inline without losing your place in the content.

Extra Article Actions

The article toolbar carries extra actions such as duplicating, locking, moving through approval stages, and jumping to sub-articles, all from a single header.

Article Analytics Graph

Visualise article performance over time and by category. The graph view supports bar, pie, and line charts, and switches instantly between them.

Pick Your Measure

Swap the measure from views to likes, dislikes, comments, or word count, and the chart redraws so you can answer specific questions in seconds.

Article Analytics List

Switch to the list view to see article-by-article numbers in a table you can sort and filter. Export the result or use it to spot the articles that deserve a refresh.

Portal Search Analytics

Every keyword or phrase visitors type on the public portal is captured here, with frequency and last search date, so you can see exactly what your audience is asking for.