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September 2017 Update

What's new this month

Knowledge Base

  • Home Page
  • Branding
  • Article top bar
  • Search
  • Linking articles to tickets
  • Article preview
  • Tags
  • Adding articles
  • Visibility
  • Admin area

Other updates

Revman
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September 2017

> Knowledge Base > Home page

Home page
The Knowledge Base has been rebuilt with extensive new functionality and a brand new look.

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September 2017

> Knowledge Base > Home page
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September 2017

> Knowledge Base > Branding

Ties to your branding
The Knowledge Base will automatically brand itself based on your chosen navigation color.

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September 2017

> Knowledge Base > Branding
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September 2017

> Knowledge Base > Article top bar

Article top bar
See important information about
an article and rate it to
help guide others.

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September 2017

> Knowledge Base > Article top bar
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September 2017

> Knowledge Base > Search

Search
Search the Knowledge Base and see your results highlighted in an easy to read grid.

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September 2017

> Knowledge Base > Search
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September 2017

> Knowledge Base > Search

Saving searches
Save your most common searches by clicking the icon in the top right of your results. You will be able to select it later from the My Saved Searches drop down.

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September 2017

> Knowledge Base > Search
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September 2017

> Knowledge Base > Search

Saving searches
Once you have a Saved Search, you can also access it by right clicking on the KB button in the main navigation.

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September 2017

> Knowledge Base > Linking articles to tickets

Linking articles to tickets
You can now directly connect KB articles to tickets. You can do this:
- When logging a ticket
- From the Ticket Details screen
- Manually, when adding an action note

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September 2017

> Knowledge Base > Linking articles to tickets

When logging a ticket

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September 2017

> Knowledge Base > Linking articles to tickets

From within a ticket

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September 2017

> Knowledge Base > Linking articles to tickets

Or manually
Just put the number between double square brackets with "kb" before it like the example below.
EXAMPLE: [[KBArticle#]]

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September 2017

> Knowledge Base > Article preview

Article preview
Preview a Knowledge Base article before you link it to an existing ticket, or while logging a new ticket. Check out the articles by clicking on the eye icon, and toggle through them to select the correct one.

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September 2017

> Knowledge Base > Article preview
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September 2017

> Knowledge Base > Tags

Tags
The darker the color, the more articles on the topic.

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September 2017

> Knowledge Base > Adding articles

Adding articles
Add and edit articles anytime, just click the add article button on the KB home or edit button when viewing an article.

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September 2017

> Knowledge Base > Adding attachments and links to articles

Adding attachments and links to articles
Add attachments and external links to your article by clicking these icons.

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September 2017

> Knowledge Base > Visibility

Right click visibility
Right click visibility when editing an article to restrict who can view articles.

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September 2017

> Knowledge Base > Visibility

Restrict visibility
Articles can be restricted by customer, customer type, or internally by team.

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September 2017

> Knowledge Base > Visibility
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September 2017

> Knowledge Base > Visibility

Hover visibility
Hover over the visibility icon to see who can view the Knowledge Base article.

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September 2017

> Knowledge Base > Visibility
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September 2017

> Knowledge Base > Admin area

Admin area
Have control over who can see the Knowledge Base and more.

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September 2017

> Knowledge Base > Admin area
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September 2017

> Other Updates

Other updates
To see more of our recent updates Click Here

Revman

Stay tuned for more updates coming your way.

You can read more about these great new features in our the help guide.