How to Add and Edit a Client Specific Help Article

In Fortix you can create your own business help articles for your users and link them to the relevant pages. This feature needs the permission UnifiedHelpEdit.

This article explains how to Add/Edit your Fortix Business System articles.

Info: Contact Fortix support to discuss the relevant permissions in creating your Help articles.

Add a New Article

Add a new help article by clicking on the Add New tab. This is permission based and only users with the correct permission will be able to see the Add New tab.

The Add New document form opens with the section for Client Specific Documentation - Available only in the specific client system - e.g. client.fortix.systems

Client Documentation.

This is where you can add help articles for your business to use. This block is reserved for your business help articles.

Start by adding the Document Title

Next click on "+ Click to add content" and select the type of content you want to add.

There is a vast choice including images, Youtube links, paragraphs and various heading.

Type the content into the newly created field.

When the field is active, you are able to add three columns with content. In the top left corner are three menu options available:

1. Green + to Add extra columns

2. Yellow More Menu (Move Right, Move Left, Move Up, Move Down, Increase, Decrease, Duplicate and HTML)

3. Orange Delete the current activated column

Add Content Columns to this block

Move this Column or Change Size

Delete this Column

To change the format of the content, use the format tools found at the top of the screen.

Click the Text Settings icon in the format tools to change the Font size., Letter spacing and line spacing.

To change the colour of the text in the content, click the Colour icon.

Click the More icon to extent the format options available.

To add an image, click the IMAGE icon.

Add the path for the image to be uploaded and click OK.

As an option, the image can be opened in a separate window if clicked on.

When linking an image to the image block, press OK once the image icon stopped blinking.

Edit the image by clicking the pencil when the image is active.

Within the column, all the block options are available by clicking the +, More or Delete icons.

Scroll down and click SAVE .

Edit an Article

Click the Edit tab to edit an article.