Import a Word document to a knowledge base using Knowledge Management v3
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- UpdatedAug 1, 2024
- 3 minutes to read
- Xanadu
- Knowledge Management
Import a Microsoft Word document using Knowledge Management v3 homepage to create a knowledge article.
Before you begin
Starting with the Washington DC release, the Knowledge Management v3 homepage (com.snc.knowledge3) is being prepared for deprecation in a future release. It is replaced by the Knowledge Management Service Portal (com.snc.knowledge_serviceportal), which is active by default for customers beginning with the Madrid release. For more information about the new experience, see Knowledge Management Service Portal homepage features.
The Import Articles button does not appear in the following conditions:
- The Import Articles module is available in the application navigator. Note: Beginning with Madrid, the Import a Word document feature is enabled by default and the Import Articles module is displayed in the application navigator. The Import a Word document feature isn’t enabled automatically for the existing customers who can continue using the Import Articles option on the Knowledge Management v3 page. For more information, see Import a Word document to a knowledge base.
- You cannot contribute to any knowledge base.
Role required: None
About this task
When you import a document, text content from the document is used to create the knowledge article. The articles support all editing functions supported by the TinyMCE editor. All HTML supported by TinyMCE such as tables, lists, and links, as well as styling such as bold and italics, are preserved. Images from the document are added as attachments to the knowledge article and embedded in the article body.
You can import multiple files at a time. Closing the browser or navigating away cancels any in-progress uploads but does not delete articles created from completed imports.
You cannot import documents to knowledge from mobile devices.
- Titles
- HeadingsNote: Only default heading settings are supported. For any headings and subheadings with numbers, the numbers are not imported.
- ImagesNote: Images may not be aligned exactly as in the Word document you import.
- LinksNote: Links are preserved for documents with .docx format only.
- Bold text
- Italic text
- Underlined text
- Ordered and unordered listsNote: After import, the bullets in an unordered list are replaced with dots.
- TablesNote: Only default heading settings are supported. Custom heading styles are imported using the default settings for those styles. Table styling and borders are not supported.
Procedure
Related Content
- Import a Word document to a knowledge base
Import a Word document to create a knowledge article.