Module: KB Articles

 Created Date: 11/9/2018 8:14:26 PM |  User Level: Regular User |  Views: 2,986


KB articles are used to document how to perform tasks and provide consistent information to your team and website visitors.

Key Features

  • Unlimited number of categories.
  • Different KB Articles for specific versions / variations.
  • Classify the KB Articles based on the user level of expertise.
  • Track how many people are viewing the KB Articles with their user/IP address information.
  • KB Articles can be shown based on a specified start/end date.
  • Set the last updated date.
  • Ability to have different display templates.
  • Set SEO information for better positioning on the search engines.


You will need to have a valid system login that has been granted access to the KB Articles module.

Sample Screenshot

Click for the full size version of the image.

KB Articles Grid
KB Articles Edit
KB Articles Edit: Miscellaneous Information
KB Articles Edit: META Information
KB Articles Edit: Advanced Information

Adding & Editing

  • Description: The title of the KB Article.
  • General Information
    • Category: The category that the article is assigned to.
    • Published: Whether the article is visible or not on the website.
      • Draft (Not Visible On Website): The article is not available and if someone would go to this KB Article they would get a message that the article is presently not available.
      • Published (Visible On Website): The article will be available on the website.
    • User Level: The level of knowledge a user should have to be able to use this article. For example, an Administrator (Advanced) should be used by those that are familiar with the overall site.
    • Page Name: This is the KB Article number page name.
      • Note: This name needs to be unique for each page.
    • Version: When dealing with software or even documentation there is a version number assigned. This is where you can have one article for multiple versions. There should be a unique KB Article for each version.
    • Icon: You can use this to assign a unique icon related to the article.
    • Author: This is who the person is that is writing the article.
    • Page Views: The number of views that have happened since the article was originally published.
    • Summary: A brief summary that explains what is covered.
    • Description: The complete detail of the article.
  • Miscellaneous Information
    • Start Date: When is the article available to start being viewed.
    • End Date: When is the article set to no longer be available.
    • Updated Date: The last date that the document was changed.
    • Display Order: The display order for the article. This allows you to display certain items above others. To learn more about how to use display order click here.
    • Template Name: If a custom template is to be used for displaying the article. This is useful if you want the information to be displayed in a unique format that is outside the default format.
    • Language: What language is the article written in. The languages available is what is set within the system.
    • Alternate URL: If the article is available on another URL beyond what this article is you can list it here.
  • META Information - Search Engine Optimization (SEO) Information
    • Title: The title of the page that displays in the web browser.
    • Description: The description that is provided to the search engines.
    • Keywords: Not used by the latest version of the search engines this allows you to set the keywords for this article.
      • Note: Each keyword phrase should be separated by a comma.
    • Robots: Explains to the search engines how it should treat this page.
      • Index, Follow (Default): Index the page and follow all links.
      • No Index, No Follow: Don't index the page and do not follow any links.
      • Follow: Follow all links that this article has in it.
      • Index: The article should be indexed.
      • Index, No Follow: The article should be indexed but any links should not be followed.
      • No Follow: The article should be indexed but any links should not be followed.
      • No Index: The search engines should not index this article.
    • Include in Site Map: States whether or not to include this KB Article in the sites sitemap.xml file.
  • Advanced Information
    • Header Embed: Allows the embedding of custom code in the header of the KB Article.
    • Footer Embed: Allows the embedding of custom code in the footer of the KB Article.

Tips & Tricks

  • KB Articles should be treated as miniature blogs where the information provided is grouped in a standardized format.