How to Add, Edit & Delete, and Copy a Page

 

Create multiple pages in your help sites to provide the best possible self-help experience to your website visitors and customers.

 

In this article, you'll learn:

 

How to Add a Page:

 

Step 1: On your ProProfs Knowledge Base dashboard, go to + Add New >> Page.

 

Add page in the knowledge base

 

Step 2: Under the Page tab, click Blank Page and then Select. If you want, you can also import pages from the Import tab.

 

Add page in your help sites

 

Step 2.1: You can go to the Import tab and import pages in the following formats: .doc, .docx, and .pdf

 

Import pages into the Knowledge Base

 

How to Edit and Delete a Page:

 

Step 1: Once the page is added, it is opened for editing. By default, the page is titled 'Untitled'.

 

Edit and delete a page

 

Step 2: You can do the following to edit and delete the page:

 

1. Right-click on the page in the Table of Content to rename it, create a duplicate copy, delete it, etc. Alternatively, you can click on the settings icon on the page title in the TOC to invoke the same options.

2. Customize the page URL and access the page settings. In the settings, you can enter SEO keywords, meta description, the author name for the page, and more. You can also decide the page-type as text or video, whether you'd like the page to appear in the Table of Content, etc.

3. & 4. are the page titles.

 

Note: Pages are not permanently deleted. The page will be moved to the vault. You can either delete the page permanently or restore the page.

 

Once you're done editing the page, save the draft and update it to publish.

 

Note: The ability to publish pages depends on the user's role.

Save and publish a page in the knowledge base

 

If you want to edit a page that is saved as a draft or already published, select the page and click Edit Page.

 

Note: If the user begins editing a page that someone else is working on, a warning will be displayed letting you know who is already editing that page. It is a good idea to exit the page and come back later. However, you can still continue editing the page.

Edit page

 

 How to Copy a Page:

 

In the ProProfs Knowledge Base, you can create a copy of a page within a few clicks. What's more exciting is that you can create a copy of the page for the same site as well as for another site added to your account.

 

Step 1: Right-click on the page in the Table of Content of which you wish to create the copy. 

 

 

Step 2.1: To create a copy for the same site,

  • Click the drop-down arrow next to the 'Copy To' option. 
  • Select 'Same Site.' A new draft of the page is created.

 

Creating a copy for the same site

 

Step 2.2: To create a copy for another site,

  • Click the drop-down arrow next to the 'Copy To' option.
  • Select 'Another Site.'

 

Creating a copy of the page for another site

 

  • Choose the site from the drop-down in the overlay box.
  • Click 'Save.'

 

Selecting the Site to create a copy of the page

 

You will see the following message:

 

Page copied successfully

 

That is all about managing a page in the ProProfs Knowledge Base.

 

 

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