How to Create a Book
Time: 2 minutes Result: New knowledge book container
What is a Book?
A Book is a container for organizing related knowledge articles. Think of it as a category or folder for your team's knowledge.
Examples:
- Company Policies
- Onboarding Guide
- Product Documentation
- Team Processes
Steps
Step 1: Navigate to Books
- In the sidebar, click Knowledge
- Select Books
Step 2: Click Create
- Click the + Create button (top right)
- The book form opens
Step 3: Fill Book Details
| Field | Description | Required |
|---|---|---|
| Title | Book name | ✅ |
| Description | Brief summary | Optional |
| Assign Users | Who can access | Optional |
Step 4: Attach Files (Optional)
- If you have supporting files, click Attach
- Upload relevant documents
- Files are linked to the book
Step 5: Save
- Review all information
- Click Save
- Book is created
Result
✅ Book is created with:
- Title and description
- User assignments (if set)
- Ready for articles
Next Steps
Troubleshooting
Q: Who can see my book? A: By default, all workspace users can see books. Use user assignments to restrict access.
Q: Can I organize books into categories? A: Books are the top-level category. Organize content within books using articles.