Help Article
Overview
Help Article – Business Overview
What the Help Article is used for
The Help Article is used in Dafater to create and manage self‑service support content for customers, partners, or internal teams. It acts as a central knowledge source where common questions, how‑to guides, policies, and explanations are documented in a clear and accessible way.
From a business perspective, Help Articles reduce support workload, improve user satisfaction, and ensure consistent answers across the organization.
Prerequisites or setup requirements
Before using the Help Article, the business should ensure:
- Clear ownership of support content (for example, support, operations, or product teams)
- Defined categories or topics for organizing articles logically
- Agreed writing standards (tone, terminology, and level of detail)
- A review and approval approach to ensure information is accurate and up to date
These preparations help ensure that Help Articles are reliable and easy to use.
Typical workflow and business fit
The typical business workflow for a Help Article includes:
- Identify a need – A recurring customer question, support issue, or internal process gap is identified
- Create the Help Article – The content is written in simple, business‑friendly language
- Review and approve – The article is checked for accuracy and clarity
- Publish for use – The article becomes available to users as a reference
- Maintain and update – Content is revised as processes, policies, or offerings change
This workflow supports customer service, onboarding, and operational consistency across Dafater.
Key business scenarios where Help Article is essential
The Help Article is especially important in scenarios such as:
- Customer self‑service support to reduce incoming inquiries
- Onboarding new customers, partners, or employees
- Explaining business processes, policies, or service terms
- Providing step‑by‑step guidance for common tasks
- Sharing updates or clarifications when business rules change
In these situations, Help Articles improve clarity and reduce dependency on manual support.
Important considerations for users
When working with the Help Article, users should keep in mind:
- Write from the user’s point of view, not internal jargon
- Keep articles concise and focused on one topic
- Regularly review content to avoid outdated information
- Ensure consistency across all Help Articles
- Use clear titles so users can quickly find what they need
Used correctly, the Help Article becomes a valuable business asset that improves efficiency, trust, and overall user experience in Dafater.
Basic Information
- Module: Website
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | ✓ | - | Help article title shown to Dafater users |
| category | Category | Link | ✓ | Help Category | Classification linking article to a Dafater help category |
| published | Published | Check | - | Indicates whether article is visible to Dafater users | |
| author | Author | Data | - | Person responsible for creating the Dafater help article | |
| level | Level | Select | Beginner, Intermediate, Expert | Target user expertise level for understanding the Dafater article | |
| content | Content | Text Editor | ✓ | - | Main instructional content explaining Dafater feature or process |
| likes | Likes | Int | - | Total user likes received for this Dafater article | |
| route | Route | Data | - | Web URL path used to access the Dafater article | |
| helpful | Helpful | Int | - | Count of users marking the Dafater article as helpful | |
| not_helpful | Not Helpful | Int | - | Count of users marking the Dafater article as not helpful |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Knowledge Base Contributor | ✓ | ✓ | ✓ | |||
| Knowledge Base Editor | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Help Category | Links to | Website |