Table of Contents

• Introduction
• Knowledge Base Types
• Content Creation
• Page Builder
• Rich Text
• Customization and Formatting
• Accessibility and Sharing
• Interaction and Feedback
• Comments
• Likes
• Notifications
• Management Features
• Editing
• Pinning
• Deleting
• Configuration
• Integration with Other Features
• How to Create a Knowledge Base
• Step 1: Access SnapApp Platform
• Step 2: Navigate to the Knowledge Base Section
• Step 3: Create a New Knowledge Base
• Step 4: Define Article Name
• Step 5: Choose Input Method
• Step 6: Choose Permission Set
• Step 7: Create Content
• Step 8: Configure Article Properties
• Step 9: Test and Review

Introduction

The Knowledge Base in SnapApp is a central place where you can store, manage, and share information. Knowledge Base helps teams keep all important articles, guides, and updates in one organized location.

You can use the Knowledge Base to:

• Share information with users or team members
• Create guides and tutorials
• Publish announcements and updates
• Store reusable reference content

Below is a simple and detailed overview of the SnapApp Knowledge Base.

Knowledge Base Types

The Knowledge Base supports different types of articles. These types help you organize content based on its purpose.

Some common examples are:

• Announcements – Used to share important updates or news
• Tutorials – Step-by-step guides that explain how something works
• Q&A Sections – Articles where questions and answers are shared
• Ideas – A place to share thoughts, suggestions, or innovations
• Tips – Short articles that provide helpful advice
• Code Snippets – Small pieces of code shared for reference or examples

Note: The Knowledge Base is flexible and can be used for anything based on user requirements. The list above is only a small set of examples.

Content Creation

Authors can create Knowledge Base articles using different input methods. You can choose the option that best suits your content.

Page Builder

• The Page Builder gives full control over how your article looks
• You can add text, images, HTML, CSS, and custom UI elements
• After entering the article name, you are redirected to the Page Builder interface
• You can visually design your article using different components

Rich Text

• The Rich Text editor is simple and easy to use
• Best suited for Q&A articles or basic text content
• No design or technical knowledge is required

Customization and Formatting

Using the Page Builder, authors can:

• Format text
• Add images and multimedia
• Embed custom elements
• Apply styles using HTML and CSS

This allows you to create visually rich and well-structured articles.

Accessibility and Sharing

Each article can be configured as public or private.

• Public Articles
• Accessible to anyone
• No login required

• Can be shared using a direct URL

• Private Articles

• Require authentication
• Only accessible to authorized users

Interaction and Feedback

Users can interact with Knowledge Base articles in multiple ways.

Comments

• Users can leave comments on articles
• Helps with discussion and collaboration

Likes

• Users can like articles
• Shows appreciation or usefulness

Notifications

• Users receive notifications when mentioned or tagged
• Helps users respond on time

Management Features

Authors can manage and maintain Knowledge Base content easily.

Editing

• Authors can edit their articles anytime
• Users can edit or delete their own comments

Pinning

• Important articles can be pinned
• Pinned articles stay highlighted

Deleting

• Articles that are no longer needed can be deleted

Configuration

Authors can configure:

• Article URL (slug)
• Visibility (public or private)
• Metadata and other properties

Integration with Other Features

The Knowledge Base integrates smoothly with other SnapApp features.

• Feed System
• Articles can appear in feeds

• Enables real-time updates and collaboration

• User Profiles

• User actions are linked to profiles
• Improves visibility and accountability

How to Create a Knowledge Base

Follow the steps below carefully to create and set up a Knowledge Base in SnapApp. Each step explains what to do and what to expect next.

Step 1: Access SnapApp Platform

• Open the SnapApp application in your browser
• Log in using your registered username and password
• Make sure you have the required permissions to create and manage a Knowledge Base (If you do not have permission, contact your administrator).

Step 2: Navigate to the Knowledge Base Section

• After logging in, go to the top-right corner of the screen
• Click on the dropdown menu
• Select Application Settings
• Once the Application Settings page opens:
• Look at the left navigation panel
• Expand the Data dropdown
• Click on Knowledge Base
• You will now see the Knowledge Base list view page, where all existing Knowledge Bases are shown

Step 3: Create a New Knowledge Base

• On the Knowledge Base list view page, look at the right side of the screen
• Click the Add New button
• This will open the Create Knowledge Base screen, where you can start configuring a new Knowledge Base

Step 4: Define Article Name

• Enter a clear and meaningful Name for your Knowledge Base (Example: Product Documentation, Internal Help Center)
• Provide a suitable Subject label This helps identify the Knowledge Base easily within SnapApp

Step 5: Choose Input Method

• Decide how articles in this Knowledge Base will be created
• Choose one of the following input methods:
• Page Builder – Best for visually rich and customizable articles
• Rich Text – Best for simple text-based articles like Q&A or notes
• Select the option that best fits your content needs

Step 6: Choose Permission Set

• Click the Add button to select or create a permission set
• Choose which actions users are allowed to perform:
• Create
• Read
• Update
• Delete
• Select the appropriate Access Level from the dropdown:
• Admin
• Basic User
• Elevated Admin
• Unauthenticated User
• After selecting permissions and access level, click Save
• This step controls who can access and manage the Knowledge Base

Step 7: Create Content

• Once the Knowledge Base is created, start adding articles
• Use the selected input method (Page Builder or Rich Text)
• Add relevant content such as:
• Text and headings
• Images or screenshots
• Multimedia or additional information

Step 8: Configure Article Properties

For each article, configure the following settings:

• Visibility – Choose whether the article is public or private
• URL (Slug) – Define a clean and readable article URL
• Metadata – Add any additional information if required
• Access Permissions – Control who can view or edit the article

Step 9: Test and Review

Before making the Knowledge Base available to users:

• Open each article and review the content
• Check for spelling, clarity, and completeness
• Verify visibility and permission settings
• Make final changes if required to ensure a smooth user experience

Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai