ScreenSteps

How do I share the URL for an article from the administration area?

Updated on

Many times you will want to send the url for an article to a customer or other user.  This article will show you how to easily get the urls for those articles from the administration area.

If the article is in Draft

If your article has not yet been published, you can get a link to the draft version of the article. Follow these instructions to generate a preview URL:

How to generate a preview link before an article is published

If the article is published

Select "View in Published Site" from the article action menu

Or... Click on the published link that appears in the article preview

View your entire knowledge base

If you would like to view what your knowledge base looks like from a viewer's perspective, here is how.

Click on View Published Site

Remember, you are copying URLs that will send a reader to the customer facing knowledge base--NOT your Admin area where you edit your knowledge base content.

8 Comments

Wendie Hipolito

When I click the gear next to my article, I do not see the option "Copy public URL". All our Salesforce users can see our Salesforce Manual when logged in. What am I missing?

Greg DeVore

@Wendle -

Are you sure you aren't clicking on the gear next to the chapter title? Could that be the problem?

Amie

When I click to "Generate a Preview URL" nothing happens. I'm using the Zendesk integration - is this the reason?

Trevor DeVore

@Amie - yes, that is the reason. Zendesk doesn't support this feature so we can't offer it. We will be fixing this in our user interface so that the option doesn't appear if you are using the Zendesk integration.

Zaqesana

I can't create a url for an article could someone help out as to how this is done?

Trevor DeVore

@zaqesana - please email [email protected] and we can help you out. Just provide the details about which article you are trying to share and the steps you've taken which didn't work.

Oskar F. Rønager

Hi,

Is it possible to send an URL link to a customer which does not use Screensteps? It seems like they are asked to login, when you send them the link to the article.

- Oskar

Amie Barder

@Oksar: It sounds like your site is set to "private", in which case your end-users will need an account in order to log in and see your articles. If you change your site to "public", anyone will be able to access the articles without log in credentials.

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