In this help doc
Create a Knowledge Glossary term
Click Glossary
If you have more than one Organization, you can select the desired one.
Click New Term
Type in the term you are defining. If the term is unique, you will receive a green confirmation message.
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.
Enter the definition of the term
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.
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 new glossary term will be displayed.
Edit a Knowledge Glossary term
Click Glossary
If you have more than one Organization, you can select the desired one.
Click Edit Term
Type in the term you are defining
Enter the definition of the term.
โNOTE: You can apply different formatting options to the definition, such as bold, italic, numbered lists, etc. To do that, see Markdown Syntax.Type in any aliases or alternative names for this term. 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 Save
Delete a Knowledge Glossary term
Click Glossary
If you have more than one Organization, you can select the desired one.
Click Delete Term
Click OK
Import Glossary
Click Glossary
If you have more than one Organization, you can select the desired one.
Click the 3-dot menu
Click Import from CSV
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.
Choose file you want to import
Enter the Email address you would like to receive the import results to.
Click Import Glossary Entries
The status of the import will be displayed. Also, here you can see all your previous imports.
Export Glossary
Click Glossary
If you have more than one Organization, you can select the desired one.
Click the 3-dot menu
Click Export as CSV
Enter the Email address you would like to receive the export results to.
Click Send email with download link
View Previous Imports
Click Glossary
If you have more than one Organization, you can select the desired one.
Click the 3-dot menu
Click Import from CSV
Click View Previous Imports
All previous imports will be displayed
Use the Glossary search bar to find terms
Click Glossary
If you have more than one Organization, you can select the desired one.
You can search by the glossary term name
The term/s will be displayed. The search term will be highlighted.
You can search by synonyms or the alternative names for the terms
You can search by words in the content
You can search by tags
You can combine multiple keywords. All of them need to be part of a glossary term.
Share a glossary term with another member
Click Glossary
If you have more than one Organization, you can select the desired one.
Click the link on the desired glossary term to copy it. You can paste it to the desired member.
Edit a tag
Click Glossary
Click the desired tag
Click the pencil to edit the tag
You can change the name
You also add tag description. This is optional.
To delete the tag, click Delete. Then click Delete Tag.
To merge this tag with another tag, see Merge tags.
Click Save
Merge tags
Click Glossary
Click the desired tag
Click the pencil to edit the tag
Click Merge
Select the other tag you want to merge this tag with.
Click Merge Tag
The glossary terms from the 1st tag will be displayed under the new tag.
โNOTE: 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.