Attach article easily

Aug 6th, 2022
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01. Upload a document from your computer or cloud storage.
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02. Add text, images, drawings, shapes, and more.
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How to Attach article and save your time

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You know you are using the proper file editor when such a simple job as Attach article does not take more time than it should. Modifying documents is now an integral part of a lot of working operations in various professional fields, which is the reason convenience and straightforwardness are essential for editing resources. If you find yourself studying guides or trying to find tips about how to Attach article, you may want to get a more easy-to-use solution to save your time on theoretical learning. And here is where DocHub shines. No training is required. Simply open the editor, which will guide you through its principal functions and features.

Kickstart your editing flows in several simple steps.

  1. Go to the DocHub site and hit the Sign up button.
  2. Provide your account details for the signup or opt for the fast signup with your current email profile.
  3. Once you see the Dashboard, you are all set. Click the New Document button to add the file in which you need to Attach article.
  4. Upload it from your device as a drag and drop or use a hyperlink to the cloud where it is saved.
  5. Open the file in the editing mode and utilize the user-friendly toolbar to apply the adjustments needed.
  6. Save the file in your account or download it on your device instantly.

A workflow gets smoother with DocHub. Use this instrument to complete the paperwork you need in short time and get your productivity to the next level!

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How to attach article

4.7 out of 5
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were gonna show you how to add a knowledge article to an incident that youre working on in service now here we are at the home page were gonna go into the incident application remember that open incidents that are assigned to you will be found in the my open items application were gonna go down to the incident application and look at the open items that are there and well be working on a particular incident in this case well work on one that has issues with email dont start there we can go in and put in that name of a person for the contact and then we see down here that the short description says issues with email and at the end of the short description if they scroll to the right a little bit theres an icon for the knowledge base if I click on that it will look inside the short description and it will find search results that match whats shown in the short description so wed look down through these different articles and see if any of them pertain to our incident Ill clic

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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What can Maria do if her support specialists cant see the Knowledge component on their case pages? A. Enable Knowledge search settings.
In Salesforce Classic On the page where you add the content or the body of the HTML Email Template, highlight a text. Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box. Click OK to save the link.
Under Email Message Fields, select HTML body and Text body. Click Save. From Setup, enter Knowledge Article Types in the QuickFind box, then select Knowledge Article Types. Click the label or name of the article type youd like to share via email.
Enable Attaching Articles Inline Click Edit. Click Feed View. Under Articles Tool Settings, select Enable attaching Articles inline. Click Save.
Help Agents Attach Articles to Cases From. Click Object Manager and select Case. Click Case Page Layouts. Click Custom Case Layout. Click Related Lists and drag the Articles related list to your page. Remove the Solutions related list from your page. At the top of the page, click Feed View.
Create Knowledge Articles From the main menu in the Service console, select Knowledge. Click New. Choose the record type for the article. Click Next. Enter the article title in the Title field. Click in the URL name field. Choose a Validation Status. To show what the article is about, enter a summary.
To display knowledge articles with downloadable file attachments, you must create the site setting KnowledgeManagement/DisplayNotes, and set the value to true.
Step-by-Step Process Click Search Knowledge. from within an Incident and search for the article. Click the knowledge article. Click Attach to Incident. Click Save to save the Incident.
In Salesforce Classic. Case Feed Upgrade Process. Enable Case Feed. Create Permission Sets. Assign Permission Set. Assign Custom Profile. Configure the Case Feed Page Layout. In Lightning Experience. Log a Call Action. Send Email Action. Apply a Default Email Template. Send Email Fields. Send Email Considerations.
In Salesforce Classic. Case Feed Upgrade Process. Enable Case Feed. Create Permission Sets. Assign Permission Set. Assign Custom Profile. Configure the Case Feed Page Layout. In Lightning Experience. Log a Call Action. Send Email Action. Apply a Default Email Template. Send Email Fields. Send Email Considerations.

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