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
Connecting Google Analytics
Adding a Feedier Carrier
Connecting Gainsight PX
Using HelpDocs with Ticketing Systems
Syncing Content to elevio
Enabling Comments with Disqus
Connecting Sunshine Conversations
Customizing your HelpDocs
Condense Top Article Spacing on Bars V4
Adding Lightboxes to Images
Overriding the Font on Your Knowledge Base
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
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
Add HTML Before the Closing Body Tag
Customizing Feedback Icons
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
Understanding Machine Translation Credits
Customizing How Machine Translations Work
Automatically Translate Articles with Machine Translations
Setting Up Multilingual
Understanding Multilingual Translation
Creating a Read-Only Permission Group for Public Articles
Creating and Managing Permission Groups
Getting Started with Permissioning
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
Cancelling Your Account
Downloading Invoices and Receipts
Updating Your Billing Information
Changing Your Plan
Subscribing to a Plan for the First Time
European Union VAT Charges
Tax Residency Certificates and Forms
I can't log in to my HelpDocs account or complete signup
How do I reset my password?
How do I change my email?
Can I use multiple HelpDocs accounts together?
Can I migrate or import my data from another service?
Who counts towards the user limit on plans?
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?
I've added a script but it isn't working
Help! My app's not loading 😭
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?
Optimizing Your Knowledge Base for Search
Creating a Knowledge Base from Scratch
Finding CSS Selectors in Your Browser
Clearing the Cache in Your Browser
Writing Clear and Digestible Knowledge Base Articles
Security & Compliance
Table of Contents
- Knowledge Base
- Writing and Editing Articles
- Text Editor
- Managing Clips
Updated by Taylor Sloane
Ever needed to use the same text or HTML in multiple articles? We got you. Clips lets you do just that.
- You can access Clips from the sidebar under Clips (or click here)
- From here you can select a Clip from the list
Easy as that!
Clip Features Based on User Role
Differen't members of your team will have different Clips permissions based on their user role. Here's a breakdown of the Clip features each user role has access to.
Unlock others' locked Clips
Creating a New Clip
- Head to Clips from the sidebar
- Click + New Clip
- Add your title and content
- Hit Save
Inserting a Clip
Once you've created your Clip you'll obviously wanna use it over and over again. Here's how it's done.
- Head to your article
- Click the 📎 Clips button in the toolbar
- Search for your Clip and select the result
- Your Clip will be inserted into your article 🎉
Deleting a Clip
- Head to Clips
- Select the Clip you wanna delete
- Click the More button
- Click Remove and confirm
Team Sharing Options
You can have private, shared, or locked Clips based on your sharing access settings.
- Head to Clips
- Select the Clip you wanna edit
- Share or Lock your Clip
Editing the sharing settings changes who on your team can see or edit your Clip. Here's what the combination of sharing access settings mean:
Sharing options selected
Who can access your Clip
Only you can edit and see your Clip
Share with team
Editors and Administrators can edit and see your Clip
Share with team & Lock Clip
Editors can see your Clip
Administrators can edit and see your Clip
When to Use Clips
There's two main use cases for Clips.
- Complicated HTML blocks that you can use to add functionality
This is great if you have an HTML block that's complicated and you don't wanna recreate it each time. Also useful if you have something you use all the time.
- Entire article templates
Make the same kinda article a lot? Create a template of it in Clips and reuse to your heart's content. This is great for FAQ templates or other structured content.