Organizing manuals in Categories

Updated Oct 04, 2018

This article will show you how to organize manuals in categories within your site. When you add a category, any manuals under the category will appear within the category.

Note: This feature is not available if your site is connected to Zendesk or WordPress [deprecated].

What is a category?

Categories are used to divide manuals into broader groups. In the example below, Customer Support is the category. Separating manuals can make it easier for your end users to navigate through your site.


Add a new category

Click on the Manuals action menu and select New Category

Name the Category and select a heading style

The heading style affects the icons that appear next to manual titles in that group. Unstyled has no icons, Small has small icons, and Large has large icons.

Click Save Category to create the new category.

Heading style examples


Andrew Nilsen

Can we create similar dividers within a manual to help better organize chapters?

Greg DeVore

@Andrew - There isn't any way to create dividers inside of a chapter.

Matthew Stephens

Is there a way to have two groups side by side. Say a list of top articles on the left and new articles on the right?

Greg DeVore

@Matthew - Groups are only for grouping manuals. You can't group collections of articles.


"Groups" don't seem to be really groups. Its just label that is indistinguishable from Manual Labels in my big list of Site Contents (which isn't even alphabetically ordered to begin - that needs to be fixed). I was expecting to be able to actually put Manuals inside a Group that is collapsible.

Trying to manage dozens of manuals is very frustrating.

Ja DeVore

@Feidhlim - Currently, groups is meant to organize manuals for the end-user view of the knowledge base. But your point is valid--managing a large number of manuals in the Admin area gets to be tricky.

Our team is planning to improve the Admin experience when it comes to manual management. We do not have a set date on when the improvement will be released, but it is on our road map.

Thanks for the feedback!


Hey there!

Can you add a manual within a chapter, or more specifically, add the same graphics that are created with a manual (the images/logos) for a neater chapter view?

Trevor DeVore

@Natasha - ScreenSteps does not have an interface for adding icons to chapters.

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