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Content templates

Updated on December 21, 2021

Content templates provide pre-formatted styles that are used to create knowledge articles. Organizations use content templates to provide consistency in certain content types, for example, Frequently Asked Questions (FAQs), How-To documents, or other types of content that requires formatting for consistent quality and clarity.

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Note: Creating and maintaining content templates are restricted to administrators and publishers.

You can create a template using the Rich Text Editor, or you can cut and paste a pre-formatted template from Microsoft Word ™, for example. Microsoft Word formats may require further editing in the rich text editor using the source option.

The templates landing page shows published and draft templates. Published templates are available to you and other authors whenever you create content. Draft templates are in edit mode and are not available to other authors until after they have been published.

Creating a template

  1. From the left navigation pane, click Configurations > Templates. The Templates page shows the list of published templates.
  2. Click New Templates.
  3. On the New Templates page, enter the title and description in the text fields.
  4. Create a template by entering content into the Rich Text Editor (RTE) and applying styles, images, and text alignment. To import an existing template, click the Template icon. For example, a template could contain the company title, logo, font styles, and format.
  5. Click Save Draft to save the draft template.
  6. Click Publish. The new template is displayed under the Published tab and it is available for all authors for selection.

Deleting a template

You can delete an existing template if it is not required. Deleting a template does not affect content to which you have already applied a template style.

To delete a template, perform the following steps:

  1. In the left navigation pane, expand Knowledge and click Templates.
  2. Click the Delete icon.

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