Editing an Article using the Help Center Manager Editor

You can Edit an article directly in Help Center Manager and then Save to Zendesk to push the changes to Zendesk.

You can also make changes in Help Center Manager and save these for review. Save for review saves your changes locally without saving the changes to Zendesk. When using Save for review, the article displays in the Articles page and in the Article View in Help Center Manager with the status Under Review, This Under Review status is separate to any of the review statuses in Zendesk and saving an article "for review" in Help Center Manager saves the changes locally without pushing anything to Zendesk. Running a Quick Sync or a Full Sync will not remove the locally saved versions of any articles that are Under Review.

When making changes in the Editor, you also have the option to Rollback from Zendesk. This loads the latest version from Zendesk and any changes made locally in Help Center Manager will be lost. 

You can also use the Rollback from Zendesk or Save to Zendesk (to push the changes to Zendesk) for more than one article from the Articles page. Refer to Rollback from Zendesk, Save to Zendesk, Delete from Zendesk and Reset Votes.   

The Edit function is accessed with the Edit button from the Article View in Help Center Manager. The Editor provides many options that are not available in the Zendesk editor.

Also, from the Article View, you can click the Edit icon to open the article directly in edit mode in your Zendesk Help Center.

If you are not already signed in to Zendesk, you are prompted to Sign in to Zendesk.

In this Article
Displaying the Editor
Using the Editor
Making a Change to the Title
Adding and Editing Images, Links and Media
Save to Zendesk, Save for Review or Rollback from Zendesk
Reviewing and Editing a Translation of an Article

Displaying the Editor

1. In the Articles page, click anywhere on the row for an article to display the Article View on the right-hand side. 
2. From the Article View, click Edit.
   
   
   The content of the article displays in the editor. 
   
   

To redisplay the article, click the Back to article link.

Using the Editor

You can change text directly in the editor. Use the tools and the menu at the top of the article content to access the editor functions.

There are also shortcut keys you can use for formatting, such as Bold or Italic. The Help lists the shortcut keys and you can also display the Help with Alt+0.

You can also use the the Find and Replace function from the Edit menu in the Editor to find and replace text in the article content. 

This does not find the search text in the Article Title (refer below to Making a Change to the Title).

When you click Save to Zendesk, the changes made to the article are updated to Zendesk.

Making a Change to the Title

To make any changes to the Article Title:

1. Click the Edit icon next to the Title.
   
   
   
   
2. Make the changes.
   
   
   
   
3. When you click Save to Zendesk, the change to the Title is updated in Zendesk.

Adding and Editing Images, Links and Media

The Insert menu of the editor holds the options to add and edit an Image, Link or Media.

• You can add a Link or Media in the editor by entering a URL.
• Selecting the option when the cursor is over an existing link or media, Link or Media displays the details so you can edit it. 

For a Link, you add this as the URL of the article in Zendesk Help Center and you can copy and paste this from an existing Link.

The Title is the text that shows in the link and you can select whether the link opens in a new tab.
For Media, it is not possible to upload images in the editor and the image needs to already have been uploaded in Zendesk. In the editor, you add the image as a link to this image. You could use this to add a second instance of an image that is already in the article, or add a link to an image that is already loaded to another article.

For Media that is a video, add the URL of the video. 

Save to Zendesk, Save for Review or Rollback from Zendesk

When changes have been made, you can click Save to Zendesk, Save for Review or Rollback from Zendesk.

• Save to Zendesk saves the changes and updates them to your Zendesk Help Center.
  
  When you Save to Zendesk, this does not change the publication status of the article. If the article is Published, it will remain as published, or if it is Draft, it will remain as draft.
  
  
• Save for review saves your changes locally without saving them to Zendesk. When using Save for review, the article displays in the Articles page in Help Center Manager as in the example below, and the status shows as Under Review in the Article View, but the Review Status is not changed in Zendesk.
  
  
  
  
• Rollback from Zendesk when confirmed loads the latest version from Zendesk and any changes made locally in Help Center Manager will be lost. If the article had been set as Under review in Help Center Manager, the Rollback will also remove this status.

Reviewing and Editing a Translation of an Article

You can check, edit and save a translation of an article directly in Help Center Manager from the Article View.

If you have selected in the Translate to Save translations locally for review, the translation will show with the status of "Under Review". 

When using the Edit function to edit the translation of an article, you can then do one of the following in the same way as any other article:

• Click Save to Zendesk to save and push the changes to Zendesk.
• Click Save for review to save the changes locally without saving to Zendesk.
• Click Rollback from Zendesk to reload the article from Zendesk.