Templates provide starting structures for your knowledge entries. This article explains how to use them.

What Are Templates?

Templates are pre-built content structures that help you:

  • Start with the right format
  • Include important sections
  • Follow best practices
  • Save time on formatting

When Templates Appear

When you open the text editor for a knowledge category:

  1. If a template exists, it pre-fills the editor
  2. You modify the template with your information
  3. Save when complete

Template Examples

FAQ Template

## Frequently Asked Questions

### [Question 1]
[Answer 1]

### [Question 2]
[Answer 2]

### [Question 3]
[Answer 3]

Service Template

## [Service Category]

### [Service Name]
[Description of service]

Duration: [Time]
Price: [Amount]

Policy Template

## [Policy Type] Policy

### Overview
[Brief description of policy]

### Details
[Specific terms and conditions]

### Exceptions
[Any exceptions to the policy]

Using a Template

  1. Open the knowledge card for editing
  2. Review the template structure
  3. Replace placeholder text with your content
  4. Add or remove sections as needed
  5. Save your changes

Customizing Templates

Templates are starting points — you can:

  • Add more sections
  • Remove irrelevant parts
  • Reorganize the structure
  • Expand with more detail

When Templates Aren't Available

Not all knowledge types have templates. For those without:

  • Start with a blank editor
  • Reference other knowledge entries for format ideas
  • Use markdown formatting