<aside> πŸ’‘ From the Global Articles tab users can view the Articles created for all Customers. User can also add and edit Parent Articles.

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Global Articles πŸ“–


<aside> πŸ’‘ On the left, click the Article tab to open the Global Articles page

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Customer Articles

<aside> πŸ’‘ The Customer Article tab lists all of the Articles records for all the Customers

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<aside> πŸ’‘ Users can:

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Parent Articles

<aside> πŸ’‘ Parent Article records can be sent down to any Customer Article catalog

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<aside> πŸ’‘ This capability can be useful to ensure that Articles are consistent in each Customer’s catalog

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<aside> πŸ’‘ Create new Parent Articles with the New button

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  1. Use the β€˜Import’ button to create new Articles using a spreadsheet

    <aside> πŸ’‘ The Parent Article Import capability is similar to the Customer Article tool; it allows users to import articles en masse

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    <aside> πŸ’‘ Users must complete data entry in a XLSX sheet beforehand; Article Number, Category, Type, Description and Reader Description are required fields

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  2. At the top, click the Import button

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  3. Click the Browse button and find the sheet with the data

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