Knowledge Base - Formatting & Version Management

Article Formatting

When you’re creating a new article or editing an existing article, formatting options are displayed. While inputting text, type the slash command /. This opens a drop-down menu of formatting options. The drop-down menu offers typical options like font styling and alignment, as well as special elements like adding hyperlinks, code, quotes, callouts, tables, and video embeds. DevRev Knowledge Base supports embedding videos directly in articles. Use the / slash command, select Video Link, paste your video URL (YouTube, Loom, Vimeo, Wistia supported), and save.

When you select text in the editor, a formatting bar appears above the text. This bar includes a subset of formatting options from the top pane, along with the Ask AI feature, which can rephrase, lengthen, shorten, or correct the text in articles.

DevRev knowledge base articles can include a table of contents on the customer portal. Use the slash command and header options to label key topics, which form the table of contents on the customer portal.

You can filter articles using various criteria. Click the + icon to reveal additional criteria. You can also sort, group, and customize the displayed columns.

Article version management

Every time an article is updated, a new version is saved. You can track who made updates, when, and restore older versions if needed.

View and restore previous versions:

1. Open the article and click the 3-dot menu at the top right.

2. Select Versions.

3. Click Restore version to revert to a previous version.