Getting Started
With HelpDocs you can create a great looking help center, and be up and running in minutes. Here's some quick tips to get you started.
13
docs
- Quickstart Guide New to HelpDocs? Here's the order we'd set your Knowledge Base up in, from bringing your content over to turning on AI and inviting your team.
- Importing Your Content from Another Service Import your help content into HelpDocs from 16 sources. Nothing is written until you review it, nothing existing is deleted, and you can undo the whole import.
- Import from a CSV Map any spreadsheet export into HelpDocs. Full CSV column reference, multilingual rows, redirects from your old URLs, and re-importing to pick up changes.
- Managing Users Manage team docs: invite users, set roles, and control access with ease
- Logging In To Your HelpDocs To improve the experience for your end users, we don't show a login button on your HelpDocs. To access the admin pages where you can edit settings, articles, etc. just go to <your-subdomain>.helpdocs.io/app
- The HelpDocs Trial All new HelpDocs users get a 14 day free trial. 🎉 Here's how to sign up.
- Can I Schedule a Demo? We have a helpful demo, docs, and support available for you 24/7.
- Setting Up a Custom Domain Every HelpDocs customer gets a custom subdomain that looks a little like this: <your subdomain>.helpdocs.io. But if you want to take the customer experience from good to great, you'll want to set up a custom domain.
- Understanding Smart 404 Pages Let's face it, nobody wants their customers to visit a 404 page. If it happens, something has usually gone missing or they've been directed to the wrong place. That's why we've created Smart 404s. 🤓
- Setting the URL Style for your Articles There's two options for article and category links in HelpDocs: permanent or...less so. Disabling permalinks lets you share URLs with your customers that're easier on the eye. But there's some tradeoffs.
- Switching Between Multiple Accounts If you have two or more knowledge bases, you'll probably need to switch between them. A lot. That's where the account switcher comes in. 🦄✨
- Understanding Top Articles Once you start writing articles and getting views to your knowledge base, you'll see a new section on your knowledge base called Top Articles.
- Inviting Guests From Another Organization Invite someone who already has a HelpDocs account in another organization as a guest, and see how guests appear on your People page and work with Require SSO.