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RevoDocs

Knowledge base

Articles for your team, for every customer or for one, published to the customer portal when you choose, with full-text search.

Updated

On this page

The knowledge base holds answers and how-tos: the steps your team follows to set up a VPN client, or the guide that lets a customer's staff reset their own password.

Who an article is for

When you create an article (Documentation → Knowledge base → New article) you choose who it's for:

  • Your team only (internal): never shown to customers.
  • Every customer: listed in every customer's knowledge base. Published to the portal, every customer's portal users can read it.
  • One customer: only that customer's.

Publish to the customer portal (or ⋯ → Show in the customer portal later) puts an article for every customer or for one customer in the portal. Portal users see a Documentation page with the pages and articles shared with them, and can search it.

The search box looks at titles and the full text, and matches the start of words: "print" finds "printer". Global search (⌘K) finds articles by title.

Writing

Articles are written like documentation pages: Markdown, versions, files.