Setting or Updating the Name in Your Profile
Can I Schedule a Demo?
The HelpDocs Trial
Setting Up a Custom Domain
Setting the URL Style for your Articles
Switching Between Multiple Accounts
Adding or Changing Your Profile Image
Logging In To Your HelpDocs
Understanding Smart 404 Pages
Understanding Top Articles
Writing and Editing Articles
Adding an HTML Block
Using Markdown Blocks
Using Code Blocks
Getting Started with Content Blocks
Using Quote Blocks
Understanding Article Statuses
Article Backups, Revisions, and Versioning
Text Editor Shortcuts
Adding Tags to Articles
Using Ordered Lists
Moving an Article to a Different Category
Inserting Images into Ordered Lists
Adding Note, Tip, and Warning Callouts
Switching the Editor Mode
Understanding Search Results
Duplicating an Article
Incompatible Browser Extensions
Downloading Articles to PDF
Deleting an Article
What is Readability?
Collaborating on Articles with Presence
Adding a Table of Contents
Restoring Deleted Articles
Editing Category Metadata
Exporting & Backing Up Your Articles
Hiding Articles from Public Search Engines
Delete a Category
Featuring an Article
Creating Draft Versions of Published Articles with Working Copy
Bulk Select & Edit Multiple Articles
Creating a Subcategory
Linking to a Part of an Article
Using help.new to Create Articles
Setting Up Integrations
Available Commands in Your Slack Workspace
Get Feedback, Activity, and Contact Form Notifications in Slack
Installing the Slack Integration
Sharing Articles From HelpDocs to Slack
Configuring Your Slack Integration
Adding a Feedier Carrier
Connecting Google Analytics
Connecting Gainsight PX
Using HelpDocs with Ticketing Systems
Syncing Content to elevio
Enabling Comments with Disqus
Connecting Sunshine Conversations
Customizing your HelpDocs
Making Your Printed HelpDocs Look Nicer
Making Video Embeds Responsive
Disabling Authorship and Updated Times
Getting Help with Code Snippets
Disabling Top Articles
Using Different List Styles
Using HelpDocs with RTL Languages
Disabling Related Articles
Overriding the Font on Your Knowledge Base
Using a Background Image in the Header
Making Tables Scroll When They're Too Wide for the Page
How to Change the Logo Link
How to Add Extra Spacing
Adding Lightboxes to Images
Add HTML Before the Closing Body Tag
Customizing Feedback Icons
Condense Top Article Spacing on Bars V4
Custom HTML Templates
Understanding the Contact Form
Changing the Language in Common Phrases
Hiding the Contact Button
Customizing an Article Slug, Meta Description & Short Version
Adding Custom CSS
Setting Article Display Order
Adding Custom Navigation Links
Setting a Custom Favicon
Setting Category Display Order
Uploading Your Brand Logo
Adding URL Redirects
Featuring a Category
Adding Icons to Categories
Hosting HelpDocs at a Subfolder of Your Site
Adding an Open Graph Fallback Image
Choosing a Template
Testing Customizations with .dev
Adding Cookie Consent
Customizing How Machine Translations Work
Understanding Machine Translation Credits
Automatically Translate Articles with Machine Translations
Setting Up Multilingual
Understanding Multilingual Translation
Getting Started with Permissioning
Creating and Managing Permission Groups
Assigning Permission Groups to Categories
Assigning Permission Groups to Articles
Removing Permission Groups from Articles
Setting Up Two-Factor Authentication
Setting Up and Using SAML Single Sign-On
Restricting your HelpDocs with Custom JWT SSO
Using OpenID Connect for Single Sign On
Configuring Slack Single Sign On
Restricting Your Docs to Logged In Users
Shared Password Protection
Accessing User Data in HelpDocs
Data & Analytics
Getting Team Event History with Audit Trail
Understanding Articles Clicked
What are Tickets Avoided?
Exporting Your Stats
What is the Happiness Score?
Lighthouse Widget API
Integrating Lighthouse with Live Chat Providers
Adding Lighthouse Trigger Buttons to Webflow
Updating Your Billing Information
Cancelling Your Account
Invoices and Email Receipts
European Union VAT Charges
Subscribing to a Plan for the First Time
Changing Your Plan
Tax Residency Certificates and Forms
Can I use multiple HelpDocs accounts together?
Is HelpDocs GDPR compliant?
Can I migrate or import my data from another service?
Is my data secure and protected?
Who counts towards the user limit on plans?
How do I change my email?
Can I Change the HelpDocs Branding?
Can I have a single article appear in multiple categories?
Can I host my internal docs in HelpDocs?
I’m seeing a blank screen when I load my knowledge base
Help! No articles are appearing on my knowledge base
What is an account slug?
How do I reset my password?
I've added a script but it isn't working
Help! My app's not loading 😭
I can't log into my HelpDocs account
Can I embed files into HelpDocs?
How do related articles work?
Can I host my API docs in HelpDocs?
Will translated articles be deleted if I remove that language?
My Article Has a Blank Space to the Left. What's Wrong?
One of my headings isn't showing in the table of contents
I'm getting 'Your connection is not private' on my custom domain
HelpDocs Support Scope
How do I publish an article that's not available in the default language?
Why isn't my contact form showing up?
Creating a Knowledge Base from Scratch
Optimizing Your Knowledge Base for Search
Finding CSS Selectors in Your Browser
Clearing the Cache in Your Browser
Writing Clear and Digestible Knowledge Base Articles
Table of Contents
Updated by Taylor Sloane
At HelpDocs we take regular backups of all your data so you don't need to worry about data loss. That said if you need a copy of your data for any reason it's super easy to grab.
Exporting as JSON
The HelpDocs API is the most flexible way to export data. You can query articles by category and even select which fields you'd like to view. You can learn more about the API in our API docs.
Downloading a CSV File
If you wanna grab a quick copy of all your articles to use as a spreadsheet or import to another piece of software a CSV is the answer. You have a few options when downloading to CSV:
- Include working copy
- Include body
- Include both
- Include neither (recommended)
- Head to Settings > Migrations
- Under Export & Backup click More next to CSV
- Select your preferred options
By default the CSV will contain the following columns:
CSV Download Options
You can choose to download your CSV file a few different ways by clicking the ▾ dropdown menu icon beside the Download CSV button.
Include Working Copy
has_working_copy column and uses the working copy for
description fields. The CSV will contain the following columns:
body fields. The CSV will contain the following columns:
Has all the fields mentioned above ☝️
Includes only an
excerpt field (the first 1000 characters of the article body) and no data about Working Copy.
Downloading a ZIP File
You can export your categories and articles to a .zip file and it'll sort them out into folders for you with metadata included as .yaml files.
- Head to Settings > Migrations
- Under Export & Backup click More next to ZIP
- Click Download as ZIP
Exporting to Google Sheets
Creating a Google Sheet of your articles is just as simple.
- Head to Settings > API Keys and create an API key
- Create a new Google Sheet
- In the top left cell, type =IMPORTDATA("https://api.helpdocs.io/v1/article?format=csv&key=your_api_key")Don't forget to replace your_api_key in the link above with the API key you just created.
- Hit Return
- Save your new sheet
Google will pull all your articles from the HelpDocs API and display them in your sheet.