Managing Clips

Ever needed to use the same text or HTML in multiple articles? We got you. Clips lets you do just that.

Accessing Clips

1. You can access Clips from the sidebar under Clips (or click here)
2. From here you can select a Clip from the list

Easy as that!

Clip Features Based on User Role

Different 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.

Creating a New Clip

1. Head to Clips from the sidebar
2. Click + New Clip
3. Add your title and content
4. 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.

1. Head to your article
2. Click the 📎 Clips button in the toolbar
3. Search for your Clip and select the result
4. Insert your Clip:
   1. The Insert button will insert the Clip statically. If you make updates to the Clip after this they will not be updated in the article.
   2. The Insert dynamic button will insert the Clip dynamically. Any updates you make in Clips will also be updated in all articles you've used the dynamic Clip.
5. Your Clip will be inserted into your article 🎉

Deleting a Clip

1. Head to Clips
2. Select the Clip you wanna delete
3. Click the ☰ More button
4. Click Remove and confirm

Team Sharing Options

You can have private, shared, or locked Clips based on your sharing access settings.

1. Head to Clips
2. Select the Clip you wanna edit
3. 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:

Synced Clips

Got multiple HelpDocs accounts? Synced Clips make it easy to manage content across accounts.

When you edit a Synced Clip in your primary account, the changes automatically sync to all your secondary accounts—saving you tons of time when managing multiple Knowledge Bases 🙌

This is perfect for teams managing multiple brands or products that share common support content but need separate Knowledge Bases.

To enable Synced Clips please send us an email.

Viewing Dynamic Clips Stats

You can view where Dynamic Clips are embedded so you can keep track of them. You'll find this inside each Clip.

1. Head to Clips, then pick a Clip
2. Under the title you'll see a badge
3. If the Clip has been embedded dynamically, click the badge to head to a filtered Content view
4. You'll find all a list of articles with the embedded Clip inside

When to Use Clips

There's a few main use cases for Clips.

1. 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.
2. 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.
3. Sections of content you'd like to use in multiple articles
   If you insert a Dynamic Clip, any changes you make in Clips will be reflected in the Clip in every article it's used. You can use this for banners, contact hours, web forms. The sky's the limit 🌞