Importing an article from a document

Turn an existing file into a draft article instead of retyping it.

When to use

Use this when your content already exists as a document in the Documents app and you want it as a help article.

Before you start

You need access to the document and kb:write to create the article.
The import is one way: the document becomes a draft article, and the article links back to its source document.
The result is always a draft; you review before publishing.

Steps

Open /knowledge/kb and choose to import from a document.
Select the document in the picker.
The text is extracted into a new draft article.
Open the draft, fix headings and formatting, and choose a category.
Publish, or submit for review if required.

Help Center — importing a document as a draft article

Tips & common mistakes

Check tables and images after import; extraction keeps text but formatting may need cleanup.
Changing the article later does not change the original document.
Set the category before publishing so the article is findable.
Import avoids retyping, but still rewrite jargon for customers.

Requiring read acknowledgement Versions and comments