Knowledge Base Logo

KnowledgeOwl Support

  • Release notes
  • Video library
  • Status page
  • Contact support
  • Home
  • Glossary
  • Write your docs
    • Categories
      • Create a category
        • Add a category or subcategory
        • Choose a category type
        • Default categories
        • Topic display categories
        • Blog style categories
        • Shared content categories
        • Custom content categories
        • URL redirect categories
        • Category appearance in the table of contents
      • Edit a category
        • Edit a category
        • Internal category note
        • Internal category title
        • Category icons
        • Control subcategory display
        • Customize category behavior in the table of contents
        • Delete a category and its content
      • Visibility and permissions
        • Hide a category from navigation
        • Restrict a category to certain readers
        • Exclude category
      • Reorder and move categories
        • Reorder categories or articles
        • Move categories or articles between levels
      • Why isn't my category showing up in search?
      • Why is a category not displaying to readers?
    • Articles
      • Create a new article
        • Article creation guide
        • Create a blank article
        • Create a new article from template
        • Structure template (sample)
        • Copy from existing article
        • Share articles between categories and knowledge bases
        • Generate article content with AI
        • URL redirect article
      • Edit an article
        • Web accessibility best practices
          • Accessibility starter resources
            • Accessibility auditing tools
              • Screen readers
                • Accessibility conferences and events
                • URL redirect best practices
                  • Add images and files to articles
                  • Edit and update files in articles
                  • Work with links to other websites
                  • Add scripts to articles
                  • Use action links with # or javascript:void(0)
                  • Edit permalinks
                  • Add anchors within articles
                  • Add code samples
                  • Add banners and thumbnails
                  • Change existing article to a URL redirect article
                  • Change existing URL redirect article to a regular article
                  • Editor keyboard shortcuts
                  • Autosave
                  • Sharing "draft" articles
                • Reuse, link, and recommend articles
                  • Share articles between categories and knowledge bases
                  • Topic articles
                  • Related articles section
                  • Link to article or category
                  • Recommend articles in the contextual help widget
                • Article settings
                  • Full and short titles
                  • Use New & Updated article callouts
                  • Publishing status
                  • Display Settings
                  • Redirect old articles to a new permalink
                  • Automatically redirect when you update an article's URL
                  • Internal title
                  • Author note (Internal article note)
                  • Search phrases
                  • Summary
                  • Published date
                  • Schedule an article to be published
                  • Schedule an article to be archived
                  • Edit or remove an article's scheduled publication or archival
                  • Create a template
                  • Add a video callout
                  • Title tagsUpdated
                  • Turn off comments for specific articles
                  • Turn off ratings for specific articles
                • Versioning and history
                  • Versions
                    • Overview
                      • What is a version?
                      • Benefits of using versions
                      • Use cases for versions
                      • Are revisions stored for versions?
                    • How to use versions
                      • Open and edit versions
                      • Create a version
                      • Activate a version
                      • Delete a version
                    • Version notes
                      • What are version notes?
                      • View version notes
                      • Edit version notes
                    • Version sharing/review process
                      • Article in-app version review process
                      • Version review process for readers
                      • In-app version review process, custom content categories
                    • Version PDFs
                      • Generate a version PDF
                      • Change the version PDFs' format or text
                  • Revisions
                    • What is a revision?
                    • Use cases for revisions
                    • View revisions and revision history
                    • Compare revisions
                    • Recover a revision
                    • Delete a revision
                    • Are revisions stored for versions?
                • Reorder and move articles
                  • Reorder articles
                  • Move articles between levels
                • Delete and recover articles
                  • Delete an article
                  • Delete articles in bulk in Manage
                  • Recover a deleted article
                  • Recover multiple deleted articles
                • Change article styles (layout, lists, and other tricks)
                • Files and images
                  • Supported file types
                  • File size limits
                  • Who can access the files and images in my knowledge base?
                  • Find a file's URL
                  • Add images to articles
                    • Add images to articles
                    • Add alternative text to images
                    • Add image captions
                    • Adjust image width for all images
                    • Display images side-by-side
                    • Add files and images directly in your Files page
                    • Edit and update files
                    • Image upload errors
                    • Why are some screenshots blurry?
                    • Image best practices
                      • Intro
                      • File types for screenshots/larger images
                      • File types for icons
                      • Resizing images
                      • Accessible images
                      • Gif and animation usage
                      • Create consistent screenshots
                  • Add videos to articles
                    • Add videos to your articles
                    • Wistia video embeds
                    • Add videos in bulk
                    • Video upload errors
                    • Edit and update videos
                    • Disable video downloads
                  • Add other files to articles
                    • Add files to articles
                    • Display PDF file in articles
                    • Embed Google Drive files in articles
                    • Display Microsoft Office OneDrive files in articles
                    • Display Microsoft Office file in articles
                    • Add files in bulk
                    • Edit and update files
                    • File upload errors
                  • Files page: Manage images and files
                    • Introduction to the Files page
                    • List View
                    • Which Files page view should I use?
                    • Add files and images directly in your Files page
                    • Edit and update files in the Files page
                    • Add a file description for alt text
                    • Find a file's URL
                    • File references
                    • Restoring deleted files
                    • Purge and fully remove files
                    • Manage files with file labels
                    • Use labels as filters
                    • Who can access the files stored in my knowledge base?
                • Tags
                  • What are tags?
                  • Create a tag
                  • Edit a tag
                  • Delete tags
                  • Add an existing tag to an article
                  • Remove a tag from an article
                  • Tags in searches
                  • Hide tags from Search Results
                  • Merge tags
                  • What does merging tags do?
                  • Tags usage report
                • File labels
                  • What are file labels?
                  • Create a file label
                  • Edit a file label
                  • Delete a file label
                  • Add an existing label to a file
                  • Remove a label from a file
                  • Merge labels
                  • What does merging labels do?
                  • Use labels as filters
                • Snippets
                  • What is a snippet?
                  • Snippets page
                  • Create a snippet
                  • Snippet references
                  • Copy existing snippet
                  • Add snippets in content
                  • Undo changes to a snippet
                  • Delete a snippet
                  • Snippet use cases
                  • Snippet best practices
                  • Snippet standardization checklist
                • Shared & synced content
                  • Synced content overview
                  • Shared content articles
                  • Sync behavior in shared content categories
                  • Why isn't my shared content article showing in search results?
                  • How can I tell multiple shared child articles apart?
                  • Synced content in copied knowledge base
                  • Synced knowledge base
                • Style guide
                  • Style guide feature overview
                    • Set up Style guide
                      • Create a style guide
                      • Turn on access to AI content style guide reviews
                      • Style guide starters
                        • Style guide starters overview
                        • Use our sample starter guide
                        • Use another style guide template
                        • Use a common style guide and document exceptions and additions
                        • Additional style guide resources
                    • Review content with your style guide
                      • Use AI to review article content with your style guide
                      • Manually review article content against your style guide
                      • Generate articles with style guide
                  • Import content
                    • Import from Word
                    • Import from Confluence
                    • Import from Document360
                    • Import from Freshdesk
                    • Import from Helpjuice
                    • Import from HubSpot
                    • Import from Zendesk
                    • Import from CSV
                    • Import from other file format
                    • Import from other tool
                    • Import with the API
                    • Testing imports
                    • Import best practices
                  • Create REST API documentation
                    • REST API documentation in KnowledgeOwl
                    • Prerequisites
                    • Create your API documentation
                    • Custom styles
                    • Limitation: content security policy header
                    • Understand Redoc's standalone API docs
                    • Next steps
                  • Generate content
                    • Use Alchemer surveys to generate content in KnowledgeOwl
                • Look and feel
                  • Homepage look and feel
                    • Homepage overview
                    • Change the homepage welcome text
                    • Add a background image to my homepage
                    • Change the background image on my homepage
                    • Remove the homepage welcome text
                    • Change the color of the homepage welcome text
                    • Add category icons to your homepage category panels
                    • Article Lists
                    • New Articles list
                    • Updated Articles list
                    • Popular Articles list
                    • Recent Articles list
                    • Remove article lists from your homepage
                    • Create a custom homepage articles list
                    • Add a custom alert or banner to your homepage
                    • Add a custom icon and header link on your homepage
                  • Overall look and feel
                    • Style your overall theme
                      • Access the theme builder
                      • Choose your colors
                      • Color picker: Which colors control which parts of my theme?
                      • Choose your font
                      • Use a custom font
                      • Choose your logo
                      • Use the new Support theme
                      • Change your favicon
                      • Choose your table of contents behavior
                      • Set your knowledge base time zone, date, and language
                      • Customize style or layout with HTML/CSS
                      • Add a link to the upper right (top navigation)
                      • Undo changes to Customize > Style
                      • Breadcrumbs
                      • Access to the header via Custom Head
                      • Reset your theme
                      • Copy a knowledge base's theme
                    • Configure default behavior
                      • Basic settings
                      • Domain settings
                      • Website settings
                      • Article editor settings
                    • How to use your own domain
                      • Private domain overview
                      • Create a CNAME record on your DNS
                      • Add a private domain
                      • Set up your SSL cert
                      • Make all requests use your new private domain
                      • Add reCAPTCHA
                      • SSL cert troubleshooting: CNAME record has not fully synced
                      • SSL cert troubleshooting: CAA policy does not allow
                      • Update your private domain
                    • Other overall look and feel customizations
                      • Add Fancybox to click to zoom/enlarge images
                        • About Fancybox
                        • Installation
                        • Style images
                        • Change toolbar
                        • Specific images only
                        • Skip images
                        • Upgrade
                      • Remove "Made with KnowledgeOwl" statement from footer
                      • Change Alert div icon or colors
                      • Display a back to top icon when scrolling
                      • Only play GIFs while hovering
                      • Use different logos for different reader groups
                      • Set your footer copyright year to automatically update
                      • Fix anchor links hidden by top navigation
                  • Article look and feel
                    • Use your own syntax highlighter for code blocks
                    • Create an article table of contents (TOC) from headers
                    • Create expanding/collapsing sections in an article
                    • Adjust line spacing
                    • Format numbered list spacing and borders
                    • Customize nested numbered list styles
                    • Use thumbnails and banner images
                    • Update your article actions merge code
                    • Remove the PDF, print, or email icon from all articles
                    • Fix for article editor removing a script
                    • Conditional content based on tags
                    • Style image captions
                    • Style your table footer
                  • Category look and feel
                    • Icon panels styles
                    • Topic display: Hide category description
                    • Topic display: Style your tabs
                    • Icon panels: Change panel background color/category title color
                    • Topic display: Change Quick Links style and/or add header
                    • Hide article descriptions on default category landing pages
                  • Table of contents look and feel
                    • Style your table of contents
                      • Set table of contents default display
                      • Display categories open by default
                      • Change the icons used in the table of contents
                    • Add links to your table of contents
                      • Add or remove Home link in table of contents
                      • Add search bar to table of contents
                      • Add glossary link to table of contents
                      • Add a link to the full PDF download to table of contents
                      • Add custom link to table of contents
                  • Search look and feel
                    • Change your search bar placeholder
                    • Customize the search "No Results" message
                    • Hide tags from Search Results
                    • Style the glossary term callouts in search results
                  • PDF look and feel
                    • Add page numbers to PDFs
                    • Display content only in PDFs
                    • Snippet to force page breaks in PDFs
                    • Display full URL of links in PDFs
                  • Glossary look and feel
                    • Customize how highlighted glossary terms and definitions look
                    • Keep glossary header visible when scrolling
                    • Style the letters at the top of the glossary
                    • Add search to the glossary page
                    • Style the glossary snippet search results
                    • Add a print icon to the Glossary page
                  • Default HTML and CSS
                    • Default HTML
                      • Default Homepage HTML
                      • Default Body HTML
                      • Default Top Navigation HTML
                      • Default Article HTML
                      • Default Article Version HTML
                      • Default Login HTML
                      • Default Manage Reader Subscriptions HTML
                      • Default 404 Error Page HTML
                      • Default Restricted Access Page HTML
                      • Default Right Column HTML
                      • Default Homepage Article HTML (deprecated)
                    • Default Custom CSS
                    • Customize default text
                      • Overview
                      • Add or edit your own text string
                      • Reset a customized text string
                      • Section breakdown: Search
                      • Section breakdown: Table of Contents
                      • Section breakdown: Top Navigation
                      • Section breakdown: Reader Login
                      • Section breakdown: Article
                      • Section breakdown: Miscellaneous
                      • Section breakdown: Required Reading
                      • Section breakdown: Article Lists
                      • Section breakdown: Contact Form
                      • Customize AI chatbot text
                      • Update Style settings with Customize Text merge code
                      • Update Homepage with Customize Text merge code
                    • Merge codes
                      • What are merge codes?
                      • KB Merge Codes
                      • Article
                      • Homepage
                      • Reader
                      • Body
                      • PDF Merge Codes
                      • Custom content category merge codes
                      • Other
                  • Features
                    • Related Articles
                      • Feature overview
                        • How it works
                        • Where do Related Articles show up?
                        • Do deleted or archived articles show in Related Articles?
                        • Use automatic Related Articles
                        • Manually suggest Related Articles
                        • Use both manual and automatic Related Articles
                      • Set up Related Articles
                        • Turn on automatic Related Article suggestions
                        • Backward suggest Related Articles
                        • Set the number of Related Articles to automatically display
                        • Turn off automatically suggested Related Articles
                        • Display Related Articles only in specific articles
                        • Readd the Related Articles section to my articles
                        • Hide Related Articles section from a specific article
                        • Hide Related Articles when there are none
                        • Hide Related Articles when there is one or less
                      • Add and remove Related Articles
                        • Add Related ArticlesUpdated
                        • Reorder or remove Related ArticlesUpdated
                    • Contact Form
                      • Contact form overview
                        • What data is collected in the Contact Form?
                      • Set up your contact form
                        • Set up contact form to send emails to one or more addresses
                        • Custom fields
                        • Integrate contact form with Zendesk
                        • Integrate contact form with Freshdesk
                        • Update wording in the Contact Form
                        • Customize Contact Form link
                        • Contact form submission email delivery issues
                      • Advanced setup
                        • Bypass contact form self-serve
                        • Open the contact form with certain details filled in
                        • Add template text to the start or end of the contact form's subject
                        • Fix error for site owner on Contact Form
                    • Manage articles
                      • Manage articles feature overview
                        • Use Manage filters
                          • Use standard Manage filters
                          • Create a custom Manage filter
                          • Edit a custom Manage filter
                          • Included Tags vs. Excluded Tags
                          • Delete a custom Manage filter
                        • Bulk edit articles
                          • Bulk edit articles in Manage
                          • Manage bulk edit options
                          • Bulk activate "ready for review" versions
                          • Bulk edit articles to make them required reading
                          • Archive articles in bulk in Manage
                          • Delete articles in bulk in Manage
                          • How do bulk edits, archives, and deletes work?
                        • Export Manage articles to CSV
                          • When to use the CSV export
                          • Generate your CSV export
                          • Manage CSV export column list
                          • CSV export tips and tricks
                      • Ratings
                        • Ratings feature overview
                          • Set up ratings
                            • Enable ratings
                            • Change the location of the Ratings section
                            • Add ratings to individual articles
                            • Disable ratings
                            • Add ratings to all articles
                          • Ratings reports and resets
                            • Ratings reporting
                            • Reset article ratings
                        • Article favorites
                          • Feature overview
                            • Set up favorites
                              • Turn on favorites
                              • Rename favorites
                              • Display favorites in the table of contents
                              • Display favorites outside the table of contents
                              • Change the favorites star icon
                              • Change how many favorites are displayed in the Current reader's favorites article list
                              • Add a top navigation link to the Favorite Articles page
                              • Fix missing favorites icon
                            • Add and access favorite articles
                              • Add an article to your favorites
                              • Remove an article from your favorites
                              • Reorder your favorites
                              • Access your favorite articles
                          • Comments
                            • Change your commenter icon or avatar
                            • Comments feature overview
                              • Set up comments
                                • Comments configuration overview
                                • Change comments placeholder, prompt, or button text
                                • Auto approve comments
                                • Set who can submit and view comments
                                • Get emails when comments are submitted
                                • Comment spam protection and security
                                • Limit the max characters allowed in comments
                                • Turn off comments in your knowledge base
                              • Moderate and approve comments
                              • Glossary
                                • Glossary feature overview
                                  • Add terms to your Glossary
                                    • Glossary formattingUpdated
                                    • Add a new glossary term
                                    • When should I use display titles?
                                    • Disable highlighting for a glossary termNew
                                    • Edit existing glossary term
                                    • Delete glossary terms
                                    • Import glossary terms
                                    • Troubleshooting glossary term imports
                                    • Export glossary terms
                                  • Set up Glossary
                                    • Add or remove glossary link in table of contents
                                    • Add glossary terms to your search results
                                    • Add or remove the glossary page from your search results
                                    • Rename the glossary
                                    • Glossary setup FAQs
                                    • View the glossary
                                  • Add Glossary definitions in articles
                                    • Add glossary definitions in articles manually
                                    • Automatically highlight definitions in articles
                                    • When one glossary term contains another glossary term
                                  • Style Glossary terms and definitions
                                  • Style guide
                                    • AI chatbot
                                      • AI chatbot feature overview
                                        • Set up AI chatbot
                                          • External website AI chatbot embed
                                            • Embed AI chatbot on an external website or appUpdated
                                            • Add context to chatbot queries
                                            • AI chatbot JavaScript API Reference
                                            • Chatbot JWT authentication
                                            • Chatbot OAuth 2.0 authentication
                                          • AI chatbot troubleshooting
                                            • How to optimize your content for the AI chatbotNew
                                            • Fix the temporarily unavailable chatbot error
                                        • Owl Intelligence
                                          • Owl Intelligence feature overview
                                            • Set up Owl Intelligence
                                              • Use Owl Intelligence to generate content
                                                • Generate article content with AI
                                                • Generate article meta description with Owl Intelligence
                                                • Article prompts for Owl Intelligence
                                                • Interruption to Owl Intelligence
                                                • Use AI to compare article content to your style guide
                                              • Use Owl Intelligence to evaluate style guide alignment
                                              • URL checker
                                                • URL checker overview
                                                  • Overview
                                                  • Which content is checked
                                                  • Which content isn't checked
                                                • Generate a links report
                                                  • Run the URL checkerUpdated
                                                  • Additional content options
                                                • Use the URL checker links report
                                                  • How to read the URL checker links reportUpdated
                                                  • Common HTTP status codes
                                                  • Tips & tricks for using the links report
                                                  • Links report best practicesUpdated
                                              • Find and replace
                                                • Find and replace feature overview
                                                  • Run a search
                                                    • Run a search
                                                    • Exact matches searches
                                                    • Regex pattern searches
                                                  • Review search results
                                                    • Find and replace results table
                                                    • Find and replace CSV download
                                                  • Replace content
                                                  • Subscriptions
                                                    • Subscription feature overview
                                                      • Set up subscriptions
                                                        • Requirements to turn on subscriptions
                                                        • Set the subscription notification schedule and email subject
                                                        • Set up SMTP for subscriptions
                                                        • Set up public subscriptions
                                                        • Enable subscriptions
                                                        • Add Subscribe button to topic and custom content categories
                                                        • Style the Subscribe button differently
                                                        • Force readers to subscribe with their reader account email address
                                                      • Use subscriptions
                                                        • Subscribe to a category
                                                        • Unsubscribe from a category
                                                        • Trigger/retrigger subscriptions
                                                    • Contextual Help Widget (2.0)
                                                      • Widget feature overview
                                                        • Set up Widget
                                                          • Widget setup and installation
                                                            • Widget setup and installation overview
                                                            • Widget Settings section
                                                            • Widget Admin Settings section
                                                            • Widget Customize Text section
                                                            • Widget Contact Form section
                                                            • Custom Widget Styles
                                                            • Widget 2.0 installation
                                                          • Advanced Widget setup & methods
                                                            • Add spam protection to Widget 2.0 Contact Tab
                                                            • Open widget to specific tab
                                                            • Hide one of the Widget 2.0 tabs
                                                            • Custom Widget Javascript
                                                            • Open widget to a specific article or category
                                                            • Use Widget 2.0 on Single Page Applications
                                                            • Prepopulate Widget 2.0 Contact Form fields
                                                            • Widget methods and functions dictionary
                                                            • Display the widget in your own div wrapper
                                                        • Use widget for contextual help
                                                          • Widget contextual help overview
                                                          • Contextual help widget configuration
                                                          • How to format your recommended page paths
                                                          • Recommend an article or category in contextual help
                                                          • Update an existing recommended page
                                                          • Remove an existing recommended page path
                                                          • Change the order of the Recommended tab
                                                        • Widget authentication
                                                          • Widget authentication--when and how to use it
                                                          • Widget 2.0 JWT authentication
                                                          • Widget 2.0 OAuth2 authentication
                                                        • Upgrade from older widgets
                                                          • Modern Widget vs. Widget 2.0 Comparison
                                                          • Transition checklist: from Modern Widget to Widget 2.0
                                                      • Required Reading
                                                        • Required Reading feature overview
                                                          • Set up Required Reading
                                                            • Turn on Required Reading
                                                            • Add the required reading flag to your article template
                                                            • Add the required reading flag to your Right Column template
                                                            • Add the acknowledgements section to your article template
                                                            • Change the Required Reading text
                                                            • Add a Required Reading link to Table of Contents
                                                            • Add a Required Reading article list to your homepage
                                                          • Add or remove required articles
                                                            • Make individual articles required
                                                            • Bulk edit articles to make them required reading
                                                            • Retrigger the same article for new acknowledgment
                                                            • Remove requirement or start date
                                                          • Required Reading instructions for readers
                                                            • Required reading overview for readers
                                                            • Access the Required Reading page
                                                          • View Required Reading reports
                                                          • Notifications
                                                            • Email notifications
                                                              • Overview
                                                              • Create a new email notification
                                                              • Edit an email notification
                                                              • Delete an email notification
                                                              • Available email notification events
                                                            • Slack notifications
                                                              • Slack notification overview
                                                              • Create a new Slack notification with the KnowledgeOwl app for Slack
                                                              • Create a new Slack notification with a custom Slack app
                                                              • Edit a Slack notification
                                                              • Delete a Slack notification
                                                              • Available Slack notification events
                                                            • Microsoft Teams notifications
                                                              • Webhook notifications
                                                              • SMTP
                                                                • SMTP feature overview
                                                                  • Create an SMTP service
                                                                    • Create a new SMTP service: Basic authentication
                                                                    • Gmail for two-factor authentication
                                                                    • Create a new SMTP service: Microsoft OAuth2
                                                                    • Create a new SMTP service: Unauthenticated
                                                                • PDFs
                                                                  • PDF overview
                                                                  • Individual article PDFs
                                                                  • Standard PDF export (Full PDF Download)
                                                                  • Custom PDF exports
                                                                  • Styling PDFs
                                                                  • Hyperlinks in PDFs
                                                                  • PDF Watermarks and Passwords
                                                                • HTML Zip export
                                                                  • Overview
                                                                  • Generate an HTML Zip export
                                                                  • HTML export on Windows missing categories
                                                                • SEO guide
                                                                  • Get started
                                                                  • Best practices
                                                                  • KnowledgeOwl SEO features
                                                                  • Promote your knowledge base
                                                                  • Make your knowledge base public
                                                                  • Generate your sitemap
                                                                  • Optimize your homepage
                                                                  • Custom title tags and meta descriptions
                                                                  • Public Sitemaps and SEO
                                                                  • Duplicate content
                                                                  • Hide from search engines
                                                                  • Measure SEO performance
                                                                  • Google Search Console
                                                                • Modern & Legacy Contextual Help Widget (deprecated)
                                                                  • How the widget works
                                                                  • Installation
                                                                  • Use the Modern Widget for Contextual Help: Recommend on Pages
                                                                  • Modern Slideout Widget Authentication with OAuth2
                                                                  • Use the Modern Slideout Widget on Single Page Applications
                                                                  • Modern Widget + Zendesk Contact Form fix email address dropdown
                                                                  • Deprecation of Modern & Legacy widget
                                                              • Search
                                                                • Search feature overview
                                                                  • Set up search
                                                                    • General search settings
                                                                      • General settings overview
                                                                      • Enable semantic search
                                                                      • Pagination
                                                                      • Sorting
                                                                      • Filter by category
                                                                      • Article preview text
                                                                      • Exclude category
                                                                      • Shared content articles
                                                                      • Glossary page
                                                                      • Glossary definition search results
                                                                    • Change search text and styles
                                                                      • Keywords
                                                                        • Keywords overview
                                                                        • Language
                                                                        • Fuzziness
                                                                        • Typeahead (autosuggest)
                                                                        • Keyword search fields and weights
                                                                        • Search testing
                                                                      • Synonyms
                                                                        • Intro to synonyms
                                                                        • Create a synonym
                                                                        • Edit a synonym
                                                                        • Delete a synonym
                                                                      • Large PDFs
                                                                    • Search your knowledge base
                                                                      • Keyword search
                                                                        • Keyword search overview
                                                                        • Typeahead (autosuggest) search
                                                                        • Full search results
                                                                        • Exact match searches
                                                                        • Typeahead (autosuggest) versus full text search
                                                                        • Sort search results
                                                                        • Unsupported search characters
                                                                      • Tag search
                                                                        • Tag search overview
                                                                        • Tag search case sensitivity
                                                                        • Save a tag search
                                                                        • Tags versus search phrases
                                                                        • Sort tag search results
                                                                    • Optimize search
                                                                      • Optimize search intro
                                                                      • Use search settings
                                                                      • Use indexed fields well
                                                                      • Use search field weights
                                                                      • Use search phrases
                                                                      • Use synonyms
                                                                      • Use Searches with no results
                                                                    • Run a search reindex
                                                                      • Run a required search reindex
                                                                      • Run an optional search reindex
                                                                      • Delayed reindex
                                                                    • Search FAQs
                                                                      • Why isn't my category showing up in search results?
                                                                      • How do I add keywords to my article?
                                                                      • Why doesn't search work for unhyphenated versions of hyphenated words?
                                                                      • Can I exclude an entire category--and all its articles--from search?
                                                                      • Why doesn't my shared content article show in search results?
                                                                      • Use Google Custom Search Engine in KnowledgeOwl
                                                                    • How search works: Advanced
                                                                      • Search basics
                                                                      • Indexing
                                                                      • Stemming
                                                                      • Search relevance scoring
                                                                  • Reporting and analytics
                                                                    • Owl Analytics
                                                                      • Owl Analytics feature overview
                                                                        • Set up Owl Analytics
                                                                          • Owl Analytics setup
                                                                          • Owl Analytics privacy & compliance settings
                                                                          • Turn off Owl Analytics
                                                                          • Purge all analytics data
                                                                        • Use Owl Analytics reports
                                                                          • Owl Analytics quick start
                                                                            • Readers reports
                                                                              • Overview report
                                                                              • Logs report
                                                                              • View visitor profile
                                                                              • Readers report
                                                                              • Locations report
                                                                              • Row evolution graph
                                                                              • Segmented visits log
                                                                            • Behavior reports
                                                                              • Pageviews report
                                                                              • Searches report
                                                                              • Entry pages report
                                                                              • Exit pages report
                                                                              • Page titles report
                                                                              • Downloads report
                                                                              • Transitions report
                                                                            • Filter, search, & export reports
                                                                              • Use the Period filter
                                                                              • Use the Audience filter
                                                                              • Search an Owl Analytics report
                                                                              • Export data from Owl Analytics
                                                                              • Export data from Owl Analytics programmatically
                                                                          • Owl Analytics Export API
                                                                            • Export API setup
                                                                            • Export API quickstart
                                                                            • Owl Analytics Export API endpoint
                                                                            • Which report format do I need?
                                                                            • Create new Export API tokens
                                                                            • Delete Export API tokens
                                                                            • Export API token best practices
                                                                          • Owl Analytics key concepts
                                                                            • Action
                                                                            • Actions per visit
                                                                            • Average page load time
                                                                            • Average time on page
                                                                            • Bounce/bounce rate
                                                                            • Download
                                                                            • Entry page
                                                                            • Exit/Exit rate
                                                                            • New visitor
                                                                            • Outlink
                                                                            • Pageview
                                                                            • Referrer
                                                                            • Returning visitor
                                                                            • Unique pageviews
                                                                            • Unique download
                                                                            • Unique visitor
                                                                            • Visit
                                                                            • Visitor
                                                                        • Broken links report
                                                                          • Reporting Dashboard
                                                                            • Overview
                                                                            • Your Knowledge Base at a Glance
                                                                            • Article Ratings Report
                                                                            • Popular Articles report
                                                                            • Published Articles with 0 Views
                                                                            • Searches with no Results
                                                                            • Reset article views in the Popular Articles report
                                                                          • Contact form reporting
                                                                            • Overview
                                                                            • Contact Form Activity
                                                                            • Search Activity
                                                                            • Export searches to CSV
                                                                            • Page Breakdown
                                                                          • Widget reporting
                                                                            • Widget reporting overview
                                                                            • Articles Viewed from Remote Pages
                                                                            • Recommended Article Weights
                                                                          • AI chatbot reporting
                                                                            • Overview
                                                                            • Owl Intelligence credits
                                                                            • Daily usage statistics
                                                                            • Questions from readers
                                                                          • Comments reporting
                                                                            • Overview
                                                                            • View comments pending approval
                                                                            • Approve or delete comments
                                                                            • Who can view, approve, and delete comments?
                                                                            • What happens when I approve a comment?
                                                                            • What happens when I delete a comment?
                                                                            • Create a CSV export of your Comments report
                                                                          • Required reading reporting
                                                                            • Required reading reporting overview
                                                                            • Reading the Required Reading Report
                                                                          • Third-party analytics
                                                                            • Set up third-party analytics
                                                                            • Search term analytics
                                                                            • Reader-specific analytics
                                                                        • Security and permissions
                                                                          • KB visibility and access
                                                                            • Create a public knowledge base
                                                                            • Create a public knowledge base with some private content
                                                                            • Create a private knowledge base
                                                                            • Create a private knowledge base with different content for different readers
                                                                            • Restrict content to logged in readers
                                                                            • Restrict by IP address, shared passwords, reader logins, or a combination
                                                                            • Convert a private knowledge base to mixed public and private
                                                                          • Advanced security options
                                                                            • Require login to view files/images
                                                                            • Spam protection
                                                                            • HTTP response headers
                                                                            • Basic authentication
                                                                            • Change authentication type for image / file security
                                                                          • Author management
                                                                            • Authors
                                                                              • What is an author?
                                                                              • Author permissions
                                                                              • Add an author
                                                                              • Edit authors and permissions
                                                                              • Reset an author password
                                                                              • Author login type
                                                                              • Default author rolesUpdated
                                                                              • Export a list of authors
                                                                              • Delete an author
                                                                              • What happens when I delete an author?
                                                                              • Can authors share logins?
                                                                              • Can multiple authors work on the same article?
                                                                              • Author email delivery issues
                                                                              • Why is this email address saying it's on a suppression list?
                                                                            • Author teams
                                                                              • Author teams overview
                                                                                • Create and administer author teams
                                                                                  • Create author teams
                                                                                  • Change the order of author teams
                                                                                  • Edit and delete author teams
                                                                                • Use author teams in content
                                                                                  • Restrict content to author teams
                                                                                  • Inherited author team restrictions
                                                                                  • Remove author team restrictions
                                                                              • Author roles & custom roles
                                                                                • Default author roles
                                                                                • Create a custom author role
                                                                                • Available custom role permissionsUpdated
                                                                            • Reader management
                                                                              • Readers and reader filters
                                                                                • Readers page overview
                                                                                • What's the difference between an author and a reader?
                                                                                • Enable reader logins
                                                                                • Create a reader
                                                                                • Create readers in bulk
                                                                                • Search for readers
                                                                                • Create a custom reader filter
                                                                                • Edit a custom reader filter
                                                                                • Delete a custom reader filter
                                                                                • Edit readers in bulk
                                                                                • Restore a deleted reader
                                                                                • Purge deleted readers
                                                                              • Reader Groups
                                                                                • Reader Groups overview
                                                                                  • Set up Reader Groups
                                                                                    • Create a reader group
                                                                                    • Auto-assign groups by email rules
                                                                                    • Delete a reader group
                                                                                  • Use Reader Groups in content
                                                                                    • Test reader group access
                                                                                    • Restrict content to logged in readers
                                                                                    • Content that supports reader group restrictions
                                                                                    • Content with multiple reader groups
                                                                                    • Check if an article or category is restricted to reader groups
                                                                                    • How inherited reader groups work
                                                                                  • Use Reader Groups in style/theme display
                                                                                  • Reader emails
                                                                                    • Customize your reader welcome emails
                                                                                    • Customize your reader password reset emails
                                                                                    • Configure SMTP for reader emails
                                                                                    • How custom SMTP from/reply impacts the email template from/reply to fields
                                                                                    • Reader email delivery issues
                                                                                  • Reader security, passwords, and login options
                                                                                    • Reader password security
                                                                                    • What's the difference between admin managed and self-administered reader passwords?
                                                                                    • Set up self-administered reader options
                                                                                    • Allow Google log in for readers
                                                                                    • Allow readers to log in through SSO
                                                                                    • Help readers reset their passwords
                                                                                  • Reader signups
                                                                                    • Overview
                                                                                    • Turn on reader signups
                                                                                    • Change the default text of the reader signup form
                                                                                    • Add custom fields to the reader signup form
                                                                                    • Approve or deny single new reader
                                                                                    • Approve or deny multiple readers
                                                                                    • Auto-assign new readers to groups upon signup
                                                                                • Single Sign-On (SSO)
                                                                                  • Single sign-on (SSO) overview
                                                                                  • SSO options for different knowledge base setups
                                                                                  • SSO FAQs
                                                                                  • Update your x509 certificate
                                                                                  • Opening links to SSO knowledge bases from Microsoft Office
                                                                                  • SAML SSO instructions
                                                                                    • SAML SSO setup overview
                                                                                    • Configure SAML SSO (generic instructions)
                                                                                    • Configure SSO with Active Directory Federation Services (AD FS)
                                                                                    • Configure SSO with Azure Active Directory (Azure AD)
                                                                                    • Configure SSO with Google Workspace
                                                                                    • SSO Advanced options
                                                                                    • SAML attribute map
                                                                                    • Custom attribute map rules
                                                                                    • Missing SSO ID mapping warning
                                                                                    • Auto-Assign Groups By Email Rules (SSO Edition)
                                                                                  • Remote authentication instructions
                                                                                    • Overview
                                                                                    • Prerequisites
                                                                                    • Enable remote authentication
                                                                                    • Create your remote auth token request and script
                                                                                  • Salesforce SSO instructions
                                                                                    • Salesforce configuration intro
                                                                                    • Step 1: Enable Salesforce SSO in KnowledgeOwl
                                                                                    • Step 2: Create LoginController apex class in Salesforce
                                                                                    • Step 3: Add the Remote Site in Salesforce
                                                                                    • Step 4: Create a Visualforce page in Salesforce
                                                                                    • Step 5: Create final apex classes in Salesforce
                                                                                • Security, privacy, and compliance
                                                                                  • Consensus Assessments Initiative Questionnaire (CAIQ)
                                                                                  • Cookie declaration
                                                                                  • Privacy policy
                                                                                  • Data Processing Addendum (DPA)
                                                                                  • GDPR
                                                                                  • Maintain GDPR compliance with your own data
                                                                                  • HIPAA compliance
                                                                                  • List of Sub-processors
                                                                                  • Knowledge base backup
                                                                                  • Payment card industry (PCI) compliance
                                                                                  • Required IP addresses
                                                                                  • Security and reliability
                                                                                  • Supported cipher suites
                                                                                  • Uptime SLAs
                                                                                  • Vulnerability Disclosure Policy
                                                                                  • AI security and privacy at KnowledgeOwl
                                                                              • Account and billing
                                                                                • Plans & pricing
                                                                                  • 30-day free trial
                                                                                  • Pricing model
                                                                                  • How can I buy extra AI credits?
                                                                                  • Plans
                                                                                  • Fair pricing policy
                                                                                  • Priority support
                                                                                  • Subscription add-ons
                                                                                • Payments & billing info
                                                                                  • Payment options
                                                                                  • Discounts
                                                                                  • Update payment method
                                                                                  • View past payment receipts
                                                                                  • How we calculate sales tax
                                                                                  • Change your billing email address
                                                                                  • Resolve failed payment or overdue account
                                                                                • Change plan
                                                                                  • Add and remove knowledge bases
                                                                                    • Create an additional knowledge base
                                                                                    • Copy a knowledge base
                                                                                    • Delete a knowledge base
                                                                                    • Remove an unused knowledge base slot
                                                                                  • Add and remove author seats
                                                                                    • Add an author seat: Automatic payments
                                                                                    • Remove an author seat: Automatic payments
                                                                                    • Add an author seat: Invoice
                                                                                    • Remove an author seat: Invoice
                                                                                  • Change billing frequency
                                                                                    • Switch from monthly to yearly subscription
                                                                                    • Switch from yearly to monthly subscription
                                                                                  • Upgrade or downgrade plans
                                                                                    • Upgrade your plan
                                                                                    • Downgrade your plan
                                                                                  • Cancel your account
                                                                                    • Cancellation overview
                                                                                    • Cancel your subscription
                                                                                    • Post-cancellation data deletion
                                                                                • Trial FAQs
                                                                                  • How do I subscribe to KnowledgeOwl?
                                                                                  • Which features are available during my trial?
                                                                                  • How do I extend my trial?
                                                                                  • What happens when my trial expires?
                                                                                  • What are my pricing and plan options?
                                                                                  • How do I add more authors to my trial?
                                                                                  • How do I add more knowledge bases to my trial?
                                                                                  • How do I choose my plan?
                                                                                  • What happens when I subscribe to KnowledgeOwl?
                                                                                  • How do I cancel my trial?
                                                                                  • Why does my Security settings page prevent public access?
                                                                                • SLAs
                                                                                  • Overview
                                                                                  • SLA definitions
                                                                                  • SLA exclusions
                                                                                  • Business plan SLA
                                                                                  • Enterprise plan SLA
                                                                                • Company and Product Info
                                                                                  • Company Website
                                                                                  • Contact support
                                                                                  • How do I stay up-to-date on KnowledgeOwl?
                                                                                  • System requirements and supported browsers
                                                                                  • Troubleshooting software issues
                                                                                  • KnowledgeOwl status page
                                                                                  • What happens during scheduled downtimeUpdated
                                                                                  • KnowledgeOwl W-9
                                                                                  • How can I send product feedback?
                                                                                  • Terms and conditions
                                                                              • Integrations, API, and webhooks
                                                                                • Integrations
                                                                                  • Slack
                                                                                    • Zapier
                                                                                      • Send Contact Form submissions to Google Sheet via Zapier + webhooks
                                                                                        • Prerequisites
                                                                                        • Quickstart
                                                                                        • Tutorial
                                                                                        • More use cases
                                                                                      • Zapier and the KnowledgeOwl API
                                                                                        • Prerequisites
                                                                                        • Quickstart
                                                                                        • Tutorial
                                                                                        • More use cases
                                                                                    • Zendesk
                                                                                      • Install Zendesk App
                                                                                      • Create Zendesk Tickets
                                                                                      • Import from Zendesk
                                                                                    • Ottokit
                                                                                      • Userlane
                                                                                      • API
                                                                                        • Use the KnowledgeOwl API
                                                                                          • Introducing the KnowledgeOwl API
                                                                                          • Authentication
                                                                                          • API keys
                                                                                          • Find your knowledge base ID or project ID
                                                                                          • Pagination and limiting results
                                                                                          • Usage limits
                                                                                          • Input and output formats
                                                                                          • API date formats
                                                                                          • Query operators
                                                                                          • API calls in snippets
                                                                                        • API endpoint reference
                                                                                          • How to work with APIs
                                                                                            • Introduction
                                                                                            • What is an API?
                                                                                            • What is a REST API?
                                                                                            • Calling an API: terminology and tools
                                                                                            • Calling an API: curl
                                                                                            • Calling an API: Postman
                                                                                            • Learn more
                                                                                          • Cookbook: examples with curl and Postman
                                                                                            • Cookbook usage instructions
                                                                                            • Create a category
                                                                                            • Upload and edit files
                                                                                            • Update version metadata
                                                                                          • Cookbook: code samples
                                                                                            • Create a list of articles from a specific category
                                                                                        • Webhooks
                                                                                          • Webhooks overview
                                                                                          • Create a webhook notification
                                                                                          • Edit a webhook notification
                                                                                          • Reactivate a webhook
                                                                                          • Delete a webhook notification
                                                                                          • Available webhook events
                                                                                          • Webhook API calls
                                                                                      • Learning resources
                                                                                        • Getting Started Guide
                                                                                          • Intro to KnowledgeOwl
                                                                                            • Before you start
                                                                                            • Set up your account
                                                                                            • What is a knowledge base?
                                                                                            • How are KnowledgeOwl knowledge bases structured?
                                                                                            • The KnowledgeOwl app vs. a knowledge base
                                                                                            • Get oriented in the app
                                                                                          • Get started with a new knowledge base
                                                                                            • Purpose & audience
                                                                                            • Create a Knowledge Base Brief
                                                                                            • Look & feel
                                                                                            • Set up your domain
                                                                                            • Configure your KB access
                                                                                            • Decide which features to use
                                                                                            • Determine your content hierarchy
                                                                                            • Author roles and permissions
                                                                                            • Version guidelines
                                                                                            • Reporting and analytics
                                                                                            • Content audit cycle
                                                                                            • Create a style or author's guide
                                                                                            • Document your knowledge base's setup
                                                                                          • Explore features
                                                                                            • Intro
                                                                                            • Reader-related features
                                                                                            • Integration-related features
                                                                                            • Author-related features
                                                                                            • Permissions-related features
                                                                                          • Transition to KO from another tool
                                                                                            • How to start your knowledge base
                                                                                              • 2 minute demo video
                                                                                                • Common trial questions
                                                                                                • Video library
                                                                                                  • 2 minute demo of KnowledgeOwl
                                                                                                    • How to start building your knowledge base
                                                                                                      • Articles & Categories - the very basics of your knowledge base
                                                                                                        • Do you need a private, public or mixed use knowledge base?
                                                                                                          • Readers vs. Authors
                                                                                                            • Search feature overview
                                                                                                              • Tips for setting up a customer-facing knowledge base
                                                                                                                • Fave features: Glossary, Favoriting and Comments
                                                                                                                  • Contextual help widget demo
                                                                                                                    • How to set up a knowledge base with both private and public content
                                                                                                                      • Reporting feature overview
                                                                                                                        • Product Newsletter video archive
                                                                                                                          • July 2023
                                                                                                                            • August 2023
                                                                                                                              • September 2023
                                                                                                                                • October 2023
                                                                                                                                  • November 2023
                                                                                                                                  • Wisdom Wednesday Archives
                                                                                                                                    • Get the most out of search
                                                                                                                                      • Working with inline and side-by-side images
                                                                                                                                        • Kate's tags + manage articles process for fast documentation updates
                                                                                                                                          • Get the most out of Glossary
                                                                                                                                            • How to update files and images
                                                                                                                                              • New theme updates
                                                                                                                                                • Intro to file references
                                                                                                                                                  • Customize text tool
                                                                                                                                                    • Sharing files: embeds, links, URL redirects, oh my!
                                                                                                                                                      • Icon panel subcategory display option
                                                                                                                                                        • Get the most out of topic display categories
                                                                                                                                                          • Three use cases for snippets
                                                                                                                                                            • Driving reader engagement: A scavenger hunt (aka the Knowledge Games)
                                                                                                                                                              • Article favorites
                                                                                                                                                                • Tabs display
                                                                                                                                                                  • Versions part one
                                                                                                                                                                    • Versions part two (review and activation)
                                                                                                                                                                      • Customize text article template
                                                                                                                                                                        • Advanced search walkthrough
                                                                                                                                                                        • Glossary feature overview
                                                                                                                                                                        • Wisdom Wednesdays
                                                                                                                                                                          • Overview
                                                                                                                                                                          • September 27th: SMTP changes and Microsoft OAuth2 SMTP
                                                                                                                                                                          •  Advanced Search walkthrough (Aug. 30th)
                                                                                                                                                                          •  Use the Customize Text tool to change your article template (July 5th)
                                                                                                                                                                          •  Version review and activation (June 7th)
                                                                                                                                                                          •  Versions & revisions (May 24th)
                                                                                                                                                                          •  Topic display category tabs layout (April 26th)
                                                                                                                                                                          •  Article Favorites (April 12th)
                                                                                                                                                                          •  Guest presentation on a reader Scavenger Hunt (March 29th)
                                                                                                                                                                          •  Three use cases for snippets (March 15th)
                                                                                                                                                                          •  Get the most from topic display categories (March 1)
                                                                                                                                                                          •  Give your knowledge base a makeover with icon panels subcategory display (Feb. 15th)
                                                                                                                                                                          •  Sharing files: embeds, links, and URL directs, oh my! (Feb. 1)
                                                                                                                                                                          •  Customize Text Tool (Jan. 18th)
                                                                                                                                                                          •  Intro to File References (Jan. 4th)
                                                                                                                                                                          •  New theme updates! (Dec. 14th)
                                                                                                                                                                          •  How to update images & files (Nov. 30th)
                                                                                                                                                                          •  Use tags + Manage filters for fast docs updates/audits (Nov. 16th)
                                                                                                                                                                          •  How to get the most from glossary (Oct.26th)
                                                                                                                                                                          •  In-line and side-by-side images (Oct. 19th)
                                                                                                                                                                          •  Get the most out of search (Oct. 12th)
                                                                                                                                                                          •  Broken Links Report (Oct. 5th)
                                                                                                                                                                      • Release notes
                                                                                                                                                                        • Spread the word
                                                                                                                                                                          • Your review makes a real difference
                                                                                                                                                                          • G2
                                                                                                                                                                          • Capterra
                                                                                                                                                                          • SoftwareReviews
                                                                                                                                                                        • Owlcademy
                                                                                                                                                                        • Home
                                                                                                                                                                        • Learning resources

                                                                                                                                                                        Getting Started Guide

                                                                                                                                                                        New to KnowledgeOwl? Start here!

                                                                                                                                                                        Intro to KnowledgeOwl

                                                                                                                                                                        Get started with a new knowledge base

                                                                                                                                                                        Explore features

                                                                                                                                                                        Transition to KO from another tool

                                                                                                                                                                        How to start your knowledge base

                                                                                                                                                                        2 minute demo video

                                                                                                                                                                        Common trial questions

                                                                                                                                                                        Copyright © 2015 – Silly Moose, LLC. All rights reserved.
                                                                                                                                                                        Powered by KnowledgeOwl knowledge base software.

                                                                                                                                                                        Subscribe for Updates

                                                                                                                                                                        Cancel