In this Help Doc
Inline Format Menu
Highlight text to view the pop-up (inline) format menu with basic formatting options, such as bold, italic, strikethrough, linking, code format and clear formatting:
Select the text
The Inline Format Menu will appear above the selected text
B will make the text bold
I will make the text italic
This will make a strikethrough text, with a horizontal line through the center.
Link to a website, different document or video outside of MetaPulse.
The keyboard shortcut for Link is Cmd-K on a Mac and Ctrl-K on a PC.
NOTE: You can also link to another Knowledge item by typing the # symbol and choosing the desired Knowledge item.
The Inline code will highlight or emphasize a piece of code inside a paragraph. This will also treat the code as text.
Clear formatting will remove all formatting from the selected text
Add comment allows you to add comments to a specific highlighted text in the document. See Add Comments.
Insert Sidebar Menu
When on a new line, a "+" symbol appears in the left sidebar. When clicked, it becomes X and provides additional options, such as embedding other Knowledge items and videos, inserting horizontal line and Table of Contents:
Click the "+" symbol
This will collapse the menu
Paragraph settings
Click the "+" symbol
Click Paragraph. For more info, see Paragraph Menu.
Upload image
Click the "+" symbol
Click Upload image. Drag and drop the image you want to upload
The image will appear in the center. To align it to the left or right,
click the Toggle float button. Once the image is moved, the underneath text will wrap around the image.
Click Edit image allows you to
Change the link address of the image
Put alternative text to the image. This is an explanation of what the image is. If for some reason the image is not displayed, the alternative text will be visible and the viewer will have a conceptual understanding of what the image contains.
You can specify the width and height of the image
To remove the image, click the Remove image button.
Create a Study List
A Study List is a list of items a person needs to study and check off. This is very useful if you want to create a training pack for specific roles that require studying of policies in a specific order. (Salesperson role for example.)
Click the "+" symbol
Click Add Study List item
Select the desired Knowledge item. Click Apply.
Click the Study list. Click Edit Knowledge items.
Select a Knowledge item from the drop-down list.
You can change the order of the Knowledge items by dragging and dropping an item in the desired position. Click Apply.
The Study list will look like the image above. If you need to add more Knowledge items, follow the steps 4 - 6.
To remove the Study list, click on it and click the Remove knowledge items button.
NOTE: When assigning a study list automatically (through publishing it or assigning it to a Responsible Position), it won't assign the sub items. However all sub items need to be marked as studied in order to attest to the study list. If they've already studied the sub item, they don't need to restudy it.
When manually assigning a study list, the sub items are assigned. This means if they've already studied the sub item they need to restudy it.
This gives the manager some control over how study list assignment works. If you just want the Responsible Positions to catch up to the latest changes, you can update and publish the study list and it will only require them to study what they haven't already studied.
If you want the member to restudy the entire list, you should do a manual assignment.
Add Glossary terms that share the same tag
Click the "+" symbol
Click Add Glossary Terms
Select the desired tag by either typing its name or select it from the menu
You can expand/collapse the tag to see all terms under that tag
Click Apply
The glossary terms will be displayed. If you click on it, a small menu will appear at the top.
You can edit the selection
You can also toggle the heading on/off.
To remove the Glossary Terms, click Remove Glossary Terms.
Embed video
Click the "+" symbol
Click Embed video
Click Upload video to upload a video stored in your local repository
You can add a video which is already posted online by entering its link
You can change the width and height, if necessary.
Click Apply
To edit the video settings, click Edit video.
To remove the video, click Remove video.
Upload file
Click the "+" symbol
Click Embed. Drag and drop the image you want to upload.
To download the file, click on it and click Download file.
To remove the file, click on it and click Remove file.
Insert table
Click the "+" symbol
Click Insert table.
The table will appear empty. When you start adding data, it will look like the image above.
Horizontal line
Click the "+" symbol
Click Horizontal line
The horizontal line will appear
Table of contents
Click the "+" symbol
Click Table of contents
You can toggle the heading on/off
You can show/hide different heading levels. If "1" is selected, it will only display the H1 headings in the Table of Contents.
In our example, level 3 is selected, so it displays the H1, H2 and H3 headings and also which heading level falls under which one.
To remove the Table of Contents, click the trash button.
Embed graph
Click the "+" symbol
Click Embed Graph
Select the desired graph. Click Apply.
The added graph won't be immediately displayed
Click Preview
The graph will be visible now
To remove the graph, Edit the Knowledge item, click on the graph and then click the Remove graph button.
Style Sidebar Menu
Paragraph Menu
Click on the Paragraph menu. The available paragraph options are:
Normal is the default text size
Heading has 4 different sizes for the headings
Lead Paragraph makes the paragraph slightly bigger than the rest. This is used for the opening paragraph in an article.
Small Text makes the default text size smaller
Bulleted List allows you to create an unordered list
You can create a Numbered List
Quote turns a paragraph into a quote
Code Block allows you to put a piece of code in the Knowledge item. This will highlight or emphasize the code and will also treat it as text.
Align & Indent Menu
Below the Paragraph options lies the text alignment menu:
Click on the Align & Indent menu
Choose one of the options to align or indent the paragraph
Top Floating Menu for Other Features
View Menu
Click on the 3 dots
Click View
HTML code allows you to modify the HTML code to change the appearance of the text and images
Hide comments will hide all comments on the Knowledge item. For more info on comments, see Add Comments.
Insert Menu
Click on the 3 dots
Click Insert
Upload image - For more info, see Upload image.
Embed video - For more info, see Embed video.
Upload file - For more info, see Upload file.
Insert table - For more info, see Insert table.
Horizontal rule - For more info, see Horizontal line.
Table of contents - For more info, see Table of contents.
Version history - For more info, see Version history.
Link - For more info, see Link.
Comment - For more info, see Add Comments.
Format Menu
Clear formatting will remove all formatting from the selected text
Paragraph
Click on the 3 dots
Click Format
Click the Paragraph menu. For more info, see Paragraph Menu.
Text
Click on the 3 dots
Click Format
Click the Text menu
Align & Indent
Click on the 3 dots
Click Format
Click the Align & Indent menu
Bullets & numbering
Click on the 3 dots
Click Format
Click the Bullets & numbering menu
Table
Click on the 3 dots
Click Format
Click the Table menu
MetaPulse Menu
Click on the 3 dots
Click MetaPulse
Graph - For more info, see Embed graph.
Study list - For more info, see Create a Study List.
Knowledge Item Link - For more info, see Link.
Glossary Terms - For more info, see steps 3 - 5 in Add Glossary terms that share the same tag.
Undo & Redo
Click on the 3 dots
You can use the undo or redo options to revert changes
Comments & Suggestions
Add Comments
The comments are used between members to facilitate a collaboration on a specific Knowledge item. They do not change anything on the Knowledge item nor are highlighted on it.
Select the text
Click Add comment
Type the comment
Click Add comment
To view the comment, click on the text.
Click the arrow
If the comment is accepted and the corrections are done, you can mark it as resolved.
You can also type a reply to the person who submitted the comment
If the comment needs to be changed or updated, click the 3-dot menu. You can unsubscribe from the comment thread, edit the comment or delete it.
Add Suggestions
With suggestions, you can suggest changes to a Knowledge item without changing the original text. If the Author approves your suggestions, they will replace the original text.
Ensure the member is added as a Collaborator and has Comment & Suggest permissions to be able to create comments and suggestions. See Add Collaborators.
Click Suggest Changes
Select the text that needs correction and type the correction. The incorrect text is represented in red, whereas the correct text is in green.
NOTE: Apart from suggesting text corrections, you can suggest adding or removing all of the available formatting options, images, study lists, graphs, videos, horizontal line, Table of Contents, Version History and Glossary Terms by simply selecting that option from its menu.Click Comments & Suggestions
You can see the suggestion here. Click on it.
NOTE: It will also take you to the location in the document and highlight it.
You can Reject or Accept the suggestion
You can also type a reply to the person who submitted the suggestion
To unsubscribe from the comment thread, click the 3-dot menu and click Unsubscribe.
Add Collaborators
Click on Collaborators
Select a member or a Group
Assign a permission level:
Admin has permission to edit and publish that Knowledge item. Creators and Authors of knowledge items have Admin permissions.
Edit allows a member to edit a Knowledge item and add comments and suggestions to it, but they can't submit it for approval or publish it. Edit permission level allows adding non-admin collaborators.
Comment & suggest allows a member to add comments and suggestions only.
Click Add Collaborator
The member will appear as a collaborator. The member will receive an email with a link for the Knowledge item.
Click Back
If you notice one or more members displayed in the upper-right corner, it means that they are currently editing the Knowledge item.
Remove Collaborators
Click on Collaborators
Click on the member's permissions
Click Remove Collaborator
View Comments & Suggestions
Click Comments & Suggestions
Click on the desired comment or suggestion
It will take you to the location of the comment or suggestion and highlight it
Version History
Version History allows you to review previous versions of any Knowledge item.
Click on the 3 dots
Click Insert
Click Version history
The Version history table will appear
Select the type of update you are going to do. In this example, it's a Major change.
It will automatically update the Version history table
Click Preview
Before submitting the Knowledge item, you can check the Version history.
It lists all changes done to this Knowledge item. By clicking on the desired version, it will open up.
Click Edit to enter Summary and description for this version, if needed.
You can also View this version
Also, you can filter the Version History by clicking on it and then select the depth of the Version History to be displayed
You can also toggle the Version History heading on/off.
Link
Add a link to a page outside of MetaPulse
Add a link to internal Knowledge item
Accept All Suggestions
Click Comments & Suggestions
Click Suggestions
Click Accept All Suggestions. Click OK.
Glossary
Create Glossary terms
Click Glossary
Click the + symbol
Type in the term you are defining. If the term is unique, you will receive a green confirmation message.
NOTE: If the term is similar to another existing term, it will display the term and ask you if you want to modify that term. Also, if you enter a synonym of a term, it will display a message.
Enter the definition of the term.
NOTE: You can apply different formatting options to the definition, such as bold, italic, numbered lists, etc. To do that, see Markdown Syntax.If you want to add any synonyms or alternative names for this term, type them and click Enter or return.
Type in tag names. Tags are used to group glossary terms. For example, you may have a few terms that you want everyone in your marketing department to know so you tag them "Marketing" and then when you click the tag name within glossary, all glossary terms with the same tag name will be listed. Click Enter or return.
Click Add Glossary Term
The glossary term will appear at the top
NOTE: When you close Glossary and open it again, this item won't be at the top since the list is alphabetically ordered.If the definition of the term is not fully visible, click the expand / collapse button
The tag is listed.
NOTE: If you click on it, the Glossary page will open and all glossary terms with the same tag name will be listed.
Add Glossary terms in your Knowledge items
Click the location where you would like to add a glossary term
Click Glossary
Type the glossary term
NOTE: You can also search by any term within the definition, synonyms and tags.Click the glossary term
It will be added
NOTE: You can also add a term or synonym within the Knowledge item by typing it
If you are done adding terms, click Close.
Click Preview
The glossary term will be underlined. Click it.
Its definition will pop up
View Glossary terms in your Knowledge items
Click the glossary term
A popup window will appear with the term. If there is more text than the window can fit, it will be cut off. To see the full text, click anywhere inside the popup window.
The full text will be displayed in the sidebar. If synonyms were entered, they will be listed as well. See above image.
If tags were entered, they will be listed.
NOTE: If you click on it, the Glossary page will open and all glossary terms with the same tag name will be listed.
Convert to New Editor
Existing Knowledge items created using the legacy editor can be converted to the new Editor by using the Convert to new editor link.
