Glossary
Oliver Zdravkovski avatar
Written by Oliver Zdravkovski
Updated over a week ago

In this help doc


Create a Knowledge Glossary term

  1. Click Glossary

  2. If you have more than one Organization, you can select the desired one.

  3. Click New Term

  4. Type in the term you are defining. If the term is unique, you will receive a green confirmation message.

  5. If the term is similar to another existing term, it will display the term and ask you if you want to modify that term. If this is a unique term, skip this step.

  6. Enter the definition of the term

  7. You can apply different formatting options to the definition, such as bold, italic, numbered lists, etc. For bold text, add ** symbols before and after a word or text. See image above. For more formatting options, see Markdown Syntax.

  8. If you want to add any synonyms or alternative names for this term, type them and click Enter or return.

  9. 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.

  10. Click Add Glossary Term

  11. The new glossary term will be displayed.


Edit a Knowledge Glossary term

  1. Click Glossary

  2. If you have more than one Organization, you can select the desired one.

  3. Click Edit Term

  4. Type in the term you are defining

  5. 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.

  6. Type in any aliases or alternative names for this term. Click Enter or return.

  7. 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.

  8. Click Save


Delete a Knowledge Glossary term

  1. Click Glossary

  2. If you have more than one Organization, you can select the desired one.

  3. Click Delete Term

  4. Click OK


Import Glossary

  1. Click Glossary

  2. If you have more than one Organization, you can select the desired one.

  3. Click the 3-dot menu

  4. Click Import from CSV

  5. Download the sample CSV file.

    NOTE: When filling in the CSV file with new Glossary Terms, leave the ID column empty. You would only need to use the ID column if you need to update existing Glossary terms. See image above. To get the IDs, you would need to export the existing Glossary terms first. See Export Glossary.

  6. Choose file you want to import

  7. Enter the Email address you would like to receive the import results to.

  8. Click Import Glossary Entries

  9. The status of the import will be displayed. Also, here you can see all your previous imports.


Export Glossary

  1. Click Glossary

  2. If you have more than one Organization, you can select the desired one.

  3. Click the 3-dot menu

  4. Click Export as CSV

  5. Enter the Email address you would like to receive the export results to.

  6. Click Send email with download link


View Previous Imports

  1. Click Glossary

  2. If you have more than one Organization, you can select the desired one.

  3. Click the 3-dot menu

  4. Click Import from CSV

  5. Click View Previous Imports

  6. All previous imports will be displayed


Use the Glossary search bar to find terms

  1. Click Glossary

  2. If you have more than one Organization, you can select the desired one.

  3. You can search by the glossary term name

  4. The term/s will be displayed. The search term will be highlighted.

  5. You can search by synonyms or the alternative names for the terms

  6. You can search by words in the content

  7. You can search by tags

  8. You can combine multiple keywords. All of them need to be part of a glossary term.


Share a glossary term with another member

  1. Click Glossary

  2. If you have more than one Organization, you can select the desired one.

  3. Click the link on the desired glossary term to copy it. You can paste it to the desired member.


Edit a tag

  1. Click Glossary

  2. Click the desired tag

  3. Click the pencil to edit the tag

  4. You can change the name

  5. You also add tag description. This is optional.

  6. To delete the tag, click Delete. Then click Delete Tag.

  7. To merge this tag with another tag, see Merge tags.

  8. Click Save


Merge tags

  1. Click Glossary

  2. Click the desired tag

  3. Click the pencil to edit the tag

  4. Click Merge

  5. Select the other tag you want to merge this tag with.

  6. Click Merge Tag

  7. The glossary terms from the 1st tag will be displayed under the new tag.
    NOTE: The merged tag will take the name of the 2nd tag. If you want to change its name, see step 4 in Edit a tag.


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