As your knowledge base grows, you might want to reorganize it to keep things easy to navigate. You may find that some articles would fit better in a different category. Salesmate makes it simple to move articles from one category to another.
Note: You need Edit Articles and Organize Categories permissions to move articles or reorder categories. Learn More
How to Move Articles
- Navigate to the Profile Icon from the top right corner.
- Click on the Setup
- Headover to the Library category
- Select the Knowledge Base option
- Click on the Categories tab
- Open any category and locate the article you want to move. Click the three dots next to it and select Move.
- A Move Article popup will appear, showing the article’s current category path.
- Click on the path to search for or browse the category where you’d like to move the article.
- On success, the article moves to the new category with an Updated successfully message.
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Salesmate offers several flexible options to move articles between categories:
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From the Article List: Use quick actions directly in the article listing view.
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Bulk Update: Select multiple articles and change their category in one go.
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From the Article Detail Page: Move the article using options available in its detail view.
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By Editing the Article: Open the article editor and select a new category.
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