Articles

Learn how to create, organize, and manage informational articles to share knowledge and guidelines across your procurement platform.

Overview​

The Articles feature provides a powerful way to share knowledge, guidelines, and important information across your procurement platform. This content management system enables you to:

• Share Knowledge: Create and distribute important information to specific user groups
• Standardize Processes: Document standard operating procedures and best practices
• Improve User Experience: Provide contextual help and guidance for procurement processes
• Maintain Compliance: Share compliance requirements and regulatory information
• Streamline Communication: Centralize important documentation and updates

Articles can be categorized, targeted to specific audiences, and linked to relevant products or services, making them a versatile tool for procurement communication and documentation.

Navigation​

Accessing Articles​

To manage articles in the procurement platform:

1. Navigate to Settings in the main menu
2. Select Store to access store-related settings

3. Click on Articles in the expanded menu

Creating Articles​

Starting a New Article​

To create new content:

1. Click the New Article button on the articles landing page
2. This will open the article creation interface

Article Configuration​

The article details page contains several important configuration options:

• Article Title (Required): Choose a clear, descriptive title that reflects the content
• Category: Assign the article to a relevant category for better organization
• Preset (Required): Define the article's visibility:
  • Select "All" to make it available to everyone
  • Choose specific users for targeted content distribution
• Applies To: Specify whether the article relates to:
  • Products
  • Services
• Thumbnail: Add a visual identifier for the article

Adding Content​

After configuring the article settings:

1. Click Continue to proceed to the content editor
2. Use the rich text editor to add your article content
3. Click Save to publish your article

Managing Articles​

Once published, your article will appear on the articles landing page, where you can:

• View all published articles
• Monitor article status
• Access articles for editing
• Manage article visibility

Article Categories​

Article categories help organize content and improve navigation. Proper categorization makes it easier for users to find relevant information quickly.

Creating Categories​

To create new article categories:

1. Navigate to Settings > Store > Article Categories

2. Click + New Article Category on the landing page

3. Complete the category details:
   • Provide a clear, descriptive name
   • Add any relevant category settings
   • Click Save to create the category

Best Practices​

Content Management​

• Regular Updates: Review and update articles periodically to ensure information remains current
• Consistent Formatting: Maintain consistent formatting across all articles
• Clear Structure: Use headings and sections to organize content logically
• Target Audience: Consider your audience when writing and setting visibility

Organization​

• Effective Categorization: Use categories to group related articles
• Meaningful Titles: Create descriptive titles that reflect content
• Content Hierarchy: Structure content from basic to advanced information
• Version Control: Track and communicate significant content updates

User Experience​

• Searchable Content: Include relevant keywords to improve searchability
• Visual Elements: Use images and formatting to enhance readability
• Concise Writing: Keep content clear and to the point
• Cross-References: Link related articles and resources when appropriate

Interactive Tutorials​

Creating Effective Articles​

Learn how to create well-structured, informative articles that effectively communicate procurement information and guidelines.

Managing Article Categories​

Learn best practices for organizing and managing article categories to improve content discoverability and user experience.