Instead of constantly being on the phone, monotonously answering the same basic questions over and over, you can have more variety in your daily workload. templates help create a consistent structure for knowledge articles. Open the Customer Service Hub app and select Change area > Service Management. I found an advice that asked me to refer to Microsoft Knowledge Base Article 918064. Create a New Page (make sure to choose Site Page from drop-down – that’s the Modern Page!) The more your readers use your knowledge base, the more they'll trust your organization as a source of accurate information. Microsoft Word templates are ready to use if you’re short on time and just need a fillable outline for a flyer, calendar, or brochure. It's always helpful to include screenshots as examples for any tools, functions, steps, or descriptions that may be confusing to explain in words. HubSpot's knowledge base helps us better serve and delight our customers by helping them access the solutions they need 24/7. We like to solve problems on our own and feel that personal sense of accomplishment when we do. IRIS Fees uses the interface of Microsoft Word to generate fee documents. When writing new articles for your knowledge base, check out this guide for writing effective knowledge base articles. The Knowledge Base template supports a process to compose, review and publish Knowledge Base articles that are searchable by end users. If so, you can update the existing article with more information. Following that, I checked that "Prompt before saving Normal template " in Word Options>Advanced>Save is switched off. This means your articles should be categorized by sections and sub-sections. User guide articles are long, comprehensive guides that cover an entire tool or function. However, there are a few key components that separate an effective knowledge base article template from one that misses the mark. You can include important facts about each department, directions for product or service usage, FAQs, and original content that can provide in-depth solutions. If needed, you can explain why a permanent solution couldn't be attained but that the solution laid out is the best case scenario for improving their situation. If you do not have access to create an article or service page, click the links to download the templates. FAQ articles include a list of questions about the same, related topic on a single page. In the Choose Language dialog box, select the language for the template, and then select OK. It's evident knowledge bases are an invaluable resource to both your company and your customers. You now have a full list of knowledge base articles ready … I'm trying to create a word template to export our knowledge base articles in a standard format for customer distribution. "Changes have been made that affect the global template, Normal. This model assumes the follow organizations are involved in the process: hbspt.cta._relativeUrls=true;hbspt.cta.load(53, 'd1f2da4f-4677-4c44-a84b-e05ad5642649', {}); This isn't exactly the best news for someone in customer service, but it doesn't mean your job is becoming obsolete. Define article fields such as Title, Keywords, and Subject that are used in any knowledge article that’s created based on the template. Template library PoweredTemplate.com Add an Article Template. Define a structure that will be used in any knowledge article that’s created based on this template. Download Knowledge Word templates designs today. If you gain more information on a topic, do a keyword search to see if there are any articles with similar keywords. Call Us: 517-750-1234 | Toll-Free 877-728-9880 It's also helpful to use search-engine-optimized keywords in the title to attract more search volume. For example, list what error messages should be popping up if the problem does exist. Written by Swetha Amaresan The data is either collected and stored through artificial intelligence or manually uploaded by expert contributors. It's important that your knowledge base articles not only contain the solution that the customer is looking for, but is also formatted in a way that makes the answer clear and obvious. The structure of a knowledge base article plays a major role in the piece's clarity and appeal. Get help with all of your Microsoft Word questions. The IRIS support team are not Microsoft Word experts and cannot provide support, advice or maintenance services with respect […] I’ve spent a ton of time on the knowledge base for Microsoft … However, there are some caveats involved in using Microsoft Word that it is important to be aware of. Utilizing the common knowledge base article templates can play an instrumental role in determining the effectiveness of your self-service customer support. Create knowledge articles using templates, Use the rich text editor to create knowledge articles and emails. You'll want to lay out steps specifically for articles that are solving problems or showing how to accomplish a task. Stay up to date with the latest marketing, sales, and service tips and news. See all integrations. In those cases, you can skip this step. Find the perfect tool for your task or occasion with PowerPoint, Excel, and Word templates. Rather than making them browse through related articles on their own, you can link some of your other articles at the bottom or side of the article. However, the difference is that quick answer articles include a table of contents in the form of anchor links -- like FAQ articles -- that allow you to jump down the article to the specific topic you want to learn more about. The right template will depend on the specific needs of your customer audience. However, not every article will be structured in the same format. Before saving the new document, disable spelling and grammar checks in Microsoft Word. Knowledge article templates Article templates have pre-defined fields structured in a specific order. Select Add to add the knowledge article template library that has the following web resource: Under Event Handlers, make sure that the Event field is set to Onload. One way in which customer service has evolved is with the development of knowledge bases. Free and premium plans, Customer service software. We have completely changed our approach to the production process to achieve ACM's goal of a publication portfolio available in flexible formats with accessibility features. They show you exactly what steps to take to complete a specific task or perform a certain function. To create a template, select + New. Similar to an instruction manual, they include information on using every single feature to give you a well-rounded education on the tool or function. The first step is to move them into the Custom Office Templates folder where Word can find them. You can also find keywords and query words by looking in the "Keywords" and "Additional query words" sections that are found in some articles. Click Import . This will make the article more all-encompassing so readers can gain all the information they need from a single source. Start off the article by stating what the problem is, for scenarios that are problem-solution based. While many customers will search specific questions to solve problems, they may also use the database as a way to browse through related topics. For more information, read the benefits of a knowledge base. Identify who should write each article The template enables team members to upload existing documents or create new ones using Web-based content creation tools. Not all knowledge base articles are meant to solve problems; some may just explain how to complete a task. Let’s start at the beginning – your title. Microsoft Word Templates Learn how to create documents in Word that contain Lawmatics data and upload them as templates Lawmatics makes it is easy to turn your Microsoft Word documents into templates that can be used in Lawmatics. Templates also help knowledge managers and authors maintain consistency in branding, language, and structure. Also with the online web access (OWA) for Word, PPT, etc., creating a standard library with files is the way to go - easier for users to create and manage content versus the complicated management of a wiki library. Using templates in articles. The briefer this section is, the better, as people reading will likely be looking to get to the steps to solve their problem quickly. Rather, it's evolving to fit the changing needs of customers. Find how-to articles, training videos, and tutorials. hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '2e6f527c-d9c5-4a8e-a3ab-aea1faa971db', {}); Originally published Mar 14, 2019 8:00:00 AM, updated April 17 2020, An Easy Guide to Writing Effective Knowledge Base Articles [+ Templates], This Data Shows Why Brands Need a Knowledge Base in 2020, Do Customers More Frequently Use Chat or Phone Support? By default, your name will be displayed in this field. Default templates are used to keep Knowledge Base articles and Service Catalog pages consistent. But, how do you go about creating one? Do you want to save changes?" [Brief Description of Problem, if Needed], [Brief Description of Solution, if Needed]. You want to make sure the steps actually solve the problem they claim to solve. They're usually all listed at the top in a table of contents with anchor links that allow you to jump down the article to the specific question you need to be answered. Categorize your knowledge base articles. Tool description articles give a short description of what a specific tool or function is. You never know if you've completely exhausted a topic for interested readers. On the Choose Language dialog box, select the language for the template, and select OK. Marketing automation software. A thought-out title is essential because it’s how customers will actually find the answers to their problems.The fact of the matter is this:If your customers don’t know the knowledge base article can solve their problem, it doesn’t matter one lick how good the rest of the article is!So make your title count. Download Knowledge Base Word templates designs today. FAQs however differ from documentation or knowledge base articles in length, language, and approach. Knowledge Base. You may unsubscribe from these communications at any time. When choosing titles, put yourself into the customer's shoes. This will help customers gain a more well-rounded education on the topic at hand. HubSpot uses the information you provide to us to contact you about our relevant content, products, and services. Wiki's seem old school now. A new article is created in the selected knowledge base and category using the content from the uploaded document. For this reason, we recommend using a Word document as your letter template. Look online if you don’t see a template that suits you. These fields will be pre-populated when the author creates the article using the template, reducing the efforts to fill in these fields. Knowledge basesare online databases that store information about a specific company, their products or services, or related industry topics. Premium plans, Connect your favorite apps to HubSpot. Knowledge Base Article Template in MS Word Subject: 001-79549 Author: XKJ dwj@cypress.com Description ** Last modified by: rskv Created Date: 10/8/2013 8:11:00 AM Company: Cypress Semiconductor Other titles: Knowledge Base Article Template in MS Word So, for longer articles, consider adding a table of contents. In the Article Template Properties dialog box, type the new article title, select the language, and then select OK. To add a section, in the Common Tasks area, select Add a Section, and specify the following: In the Title box, type a title. Template library PoweredTemplate.com If you made templates in an earlier version of Word, you can still use them in Word 2013. 3. After you have entered the required information, select Save. For more information, check out our privacy policy. A template is created and is available for knowledge authors to use to create articles. Write titles based on this information. Instead, you can reiterate in the final step or paragraph that you've reached the end and that the task has been achieved. If this is your first time using Microsoft Word, make sure to … Typical of this process is the immediate posting of articles so end users can access the most up to date information. There is no one-size-fits-all knowledge base article template. To create your own bespoke fees templates you will require knowledge of Microsoft Word to the level of complexity that your bespoke template requires. You can include important facts about each department, directions for product or service usage, FAQs, and original content that can provide in-depth solutions. Knowledge bases are mainly for your customers and prospects, and not internal stakeholders. @swethamaresan. Still have some questions about knowledge bases? To start a new document based on your template, click File > New > Personal, and click your template. Microsoft. As a knowledge manager, you can create knowledge article templates by defining the necessary fields such as Language, Title, Keywords, and Subject. Office of Information Technology. I was able to pull in the title fine, and the subject, but the content of the kb article just comes over as plain html, it does this when choosing rich text … When a customer is looking for a solution to a problem, your knowledge base should make it as easy as possible to find answers. They can simply search the same question on your company's knowledge base, knowing the answer will exist in relation to the appropriate product or service. [HubSpot Data]. Article Templates What are article templates? Knowledge bases have also decreased the need for customers to search for questions on search engines. OneNote has filled the role for teams to quickly and easily create their own knowledge base. [Final Tips/Information to Note about the Tool]. To learn more, see. Then create a knowledge base article template to guide the structure. Quick answer articles highly resemble user guide articles. 19+ FREE WEBSITE Templates - Download Now Microsoft Word (DOC), Adobe Photoshop (PSD), Apple (MAC) Pages, HTML5, WordPress, Microsoft Publisher Elegant Knowledge Base WordPress Theme $49 Lore is a simple and elegant knowledge base template that … You want to use basic language and make it as clear and concise as possible. In the Function field, add the following function: Select the Pass execution context as first parameter box, and then select OK. Knowledge article templates help knowledge authors simplify the process of creating knowledge articles. A company's knowledge base can provide valuable information to customers, prospects, and even employees. Key considerations However, the sheer length of an article could deter some readers. For comprehensive guides, you might not need to utilize steps. Instead, you can divide up the text by explaining different aspects under separate headers. Select File > New to find a Word template Enter a template type, such as business, resume, or invoice, in the Search for online templates box. It's inefficient to have more than one article for the same topic. That way, every article will look and read the same way. Ask yourself if your knowledge base article template: The next knowledge base example we have here does a great job of capturing and utilizing feedback. Not only does this split traffic between multiple articles, but it can get confusing for customers if they have to keep switching back and forth between multiple pages to find all the information they need. To quickly find an article in the Microsoft Knowledge Base, you can search by using keywords and query words. Created by our Global Community of independent Web Developers. To create a new article template, select New. Knowledge Base. Select a template thumbnail to see a larger preview. For example, on HubSpot's knowledge base, you can search by HubSpot product, the type of resource, or a variety of topics, such as Blog, Dashboard, Emails, Integrations, and Sales Templates. Under Knowledge Base Management section, select Article Templates. Identify what the symptoms of the problem are to clearly relay what customers should be looking for. In fact, this could make your job feel even more valuable. In this example, we are selecting the language as English – United States. A company's knowledge base can provide valuable information to customers, prospects, and even employees. Humans are — or aspire to be — self-sufficient creatures. Establish a style guide for your organization that covers preferred spellings and basic grammar as well as visual presentation for knowledge base articles, including fonts, type size, colors, and images. Articles can vary in layout and design depending on the solution they're providing. 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