Logging In To Your HelpDocs
Understanding Smart 404 Pages
Setting Up a Custom Domain
The HelpDocs Trial
Adding or Changing Your Profile Image
Setting the URL Style for your Articles
Switching Between Multiple Accounts
Understanding Top Articles
Writing and Editing Articles
Using Quote Blocks
Using Markdown Blocks
Embedding Audio Files
Using Code Blocks
Adding an HTML Block
Getting Started with Content Blocks
Using Ordered Lists
Switching the Editor Mode
Adding Tags to Articles
Moving an Article to a Different Category
Text Editor Shortcuts
Understanding Article Statuses
Article Backups, Revisions, and Versioning
Inserting Images into Ordered Lists
Adding Note, Tip, and Warning Callouts
Featuring an Article
Downloading Articles to PDF
Restoring Deleted Articles
Creating Draft Versions of Published Articles with Working Copy
Exporting & Backing Up Your Articles
Getting Started with Taxonomy
Previewing Unpublished Articles
Adding a Table of Contents
Creating a Subcategory
Understanding Search Results
Linking to a Part of an Article
Bulk Select & Edit Multiple Articles
What is Readability?
Delete a Category
Hiding Articles from Public Search Engines
Incompatible Browser Extensions
Collaborating on Articles with Presence
Editing Category Metadata
Setting Up Integrations
Available Commands in Your Slack Workspace
Get Feedback, Activity, and Contact Form Notifications in Slack
Sharing Articles From HelpDocs to Slack
Configuring Your Slack Integration
Installing the Slack Integration
Using HelpDocs with Ticketing Systems
Adding a Feedier Carrier
Connecting Google Analytics
Syncing Content to elevio
Connecting Gainsight PX
Enabling Comments with Disqus
Customizing your HelpDocs
Getting Help with Code Snippets
Customizing Feedback Icons
How to Change the Logo Link
Add HTML Before the Closing Body Tag
Overriding the Font on Your Knowledge Base
Using Different List Styles
Disabling Authorship and Updated Times
Using HelpDocs with RTL Languages
Disabling Related Articles
Making Your Printed HelpDocs Look Nicer
Making Video Embeds Responsive
Adding Lightboxes to Images
Disabling Top Articles
Making Tables Scroll When They're Too Wide for the Page
Using a Background Image in the Header
How to Add Extra Spacing
Custom HTML Templates
Customizing an Article Slug, Meta Description & Short Version
Adding Icons to Categories
Featuring a Category
Adding Custom CSS
Understanding the Contact Form
Uploading Your Brand Logo
Setting a Custom Favicon
Setting Category Display Order
Setting Article Display Order
Hosting HelpDocs at a Subfolder of Your Site
Adding an Open Graph Fallback Image
Adding URL Redirects
Changing the Language in Common Phrases
Choosing a Template
Hiding the Contact Button
Adding Custom Navigation Links
Automatically Translate Articles with Machine Translations
Setting Up Multilingual Docs
Translating Your Docs
Assigning Default Permission Groups to Categories
Creating and Managing Permission Groups
Getting Started with Permissioning
Assigning Permission Groups to Articles
Removing Permission Groups from Articles
Restricting Your Docs to Logged In Users
Shared Password Protection
Restricting Your Docs by IP
Configuring Slack Single Sign On
Accessing User Data in HelpDocs
Using OpenID Connect for Single Sign On
Setting Up and Using SAML Single Sign-On
Restricting your HelpDocs with Custom JWT SSO
Data & Analytics
Getting Team Event History with Audit Trail
Search Click Analytics
Exporting Your Stats
What is the Happiness Score?
What are Tickets Avoided?
Lighthouse Widget API
Adding Lighthouse Trigger Buttons to Webflow
Cancelling Your Account
Tax Residency Certificates and Forms
Subscribing to a Plan for the First Time
Invoices and Email Receipts
Updating Your Billing Information
Changing Your Plan
European Union VAT Charges
Can I migrate or import my data from another service?
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Finding CSS Selectors in Your Browser
Optimizing Your Knowledge Base for Search
Clearing the Cache in Your Browser
Creating a Knowledge Base from Scratch
Writing Clear and Digestible Knowledge Base Articles
Updated by Jake Peters
We've built a ton of knowledge bases for ourselves and others, and in our extensive experience, you can usually get by with just one level of categories. Customers can navigate the flat structure easily, and great search lets them find what they want in seconds.
But once your knowledge base reaches ~ 100 articles, you might wanna add a little more structure. That's when subcategories become useful.
The latest HelpDocs templates (since v3next) support infinitely nested subcategories. You can also implement subcategories on custom templates.
- Head to Settings > Brand
- Under Template, select from the V3NEXT or V4 categories
- Hit Save Changes
Subcategories are exactly the same as regular categories, they just appear differently on your knowledge base. Creating them should feel very familiar.
- In the Content tab, hit Create Category
To change an existing category into a subcategory, just hit the Edit next to it instead
- Enter your metadata (title, icon, etc. as usual)
- In the Parent Category dropdown, choose the category you'd like this subcategory to live in
- Hit Save Changes