Upon entering the knowledge base tab within the client portal application, follow these steps to import a word document into the Knowledge Base.
Step 1: Check within the Categories section to make sure the article would fit into one of those categories. If it does not, create a new category via the new option in the upper left corner. You will see the below image appear.
- If creating a new category completely, leave the parent category blank.
- If creating a sub category for an article, select the parent category in the box.
- The order of the category will arrange itself based off of this information.
Step 2: Now that the categories are sorted, navigate to Word Doc, or file with multiple Word docs nestled within.
Step 3: Open Word Doc and save the doc as web page, filtered.
Step 4: You will be prompted with a warning about saving this type of file and how that affect it, select yes to saving.
Step 5: You can now exit this Word doc.
Step 6: Returning to the folder, you will see a new file (2 new files if the original docx file had images)
Step 7: From here, select these files (you can select as many as needed if you are doing a group import, as the TDX system will recognize similar and different file names)
Step 8: Compress the files selected and you will get a new .zip file with the docx file name plus .zip if it didn't have photos. If you are selecting multiple files it will compress as archive.zip. Rename file if desired.
Step 9: In the TDX admin window, navigate to article import.
Step 10: Browse files and select the compressed zip.
Step 11: Fill out Status (only approved articles can be published), and owner of article (check for notification of feedback so that it can be addressed).
Step 12: Finally, select import, and the article(s) will filter into the category selected and once approved and published will be viewable on the knowledge base.