odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/productivity/discuss.md

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/discuss.html"
+---
+
+:show-content:
+:hide-page-toc:
+# 
+# Discuss
+
+Odoo **Discuss** is an internal communication app that allows users to connect through messages,
+notes, file sharing, and video calls. **Discuss** enables communication through a persistent chat
+window that works across applications, or through the dedicated *Discuss* dashboard.
+
+Upon opening the :menuselection:`Discuss app`, the :guilabel:`Discuss` dashboard appears.
+
+# Inbox, starred, and history
+
+Upon opening the :menuselection:`Discuss app`, the *Discuss* dashboard appears.
+
+On the :guilabel:`Discuss` dashboard, unread messages are visible in the :icon:`fa-inbox`
+:guilabel:`Inbox`. :icon:`fa-star-o` :guilabel:`Starred` is where starred messages are stored.
+:icon:`fa-history` :guilabel:`History` shows chatter updates for records in the Odoo database the
+user has been assigned to, or tagged on.
+
+# Direct messages
+
+*Direct messages* allow the user to communicate privately with one or multiple team members. To
+start a new direct message, click the :icon:`fa-plus` icon, next to :guilabel:`Direct Messages` on
+the :guilabel:`Discuss` dashboard, and enter the name of the desired person in the :guilabel:`Start
+a conversation` search bar that appears.
+
+> **tip**:
+>    Multiple names can be selected in the :guilabel:`Start a conversation` search bar. Once all of
+   the names have been entered, press :kbd:`Enter`.
+
+## Direct message actions
+
+Hover over a direct message in the chat window to see a menu of actions to take on the message.
+
+- :icon:`oi-smile-add` :guilabel:`(Add a Reaction)`: open a drop-down menu of emojis that can be
+  used to react to the direct message.
+- :icon:`fa-reply` :guilabel:`(Reply)`: reply to the direct message in a thread.
+- :icon:`fa-star-o` :guilabel:`(Mark as Todo)`: add the message to the :guilabel:`Starred` tab.
+- :icon:`fa-ellipsis-h` :guilabel:`(Expand)`: reveals more message actions, including:
+
+  - :icon:`fa-thumb-tack` :guilabel:`Pin`
+  - :icon:`fa-eye-slash` :guilabel:`Mark as Unread`
+  - :icon:`fa-pencil` :guilabel:`Edit`
+  - :icon:`fa-trash` :guilabel:`Delete`
+
+## Conversation actions
+
+The icons in the top-right corner of a direct message conversation represent different actions the
+user can take on that conversation.
+
+Click :icon:`fa-bell` :guilabel:`Notification Settings` to set up notification preferences for the
+conversation, or click :icon:`fa-phone` :guilabel:`Start a Call` to begin a meeting. See the
+:ref:`Meetings <discuss/meetings>` section for more information about meetings.
+
+At the top of the direct message window, click the name of the direct message to change the group
+name, and choose to add a description in the adjacent :guilabel:`Add a description` field.
+
+.. image:: discuss/conversation-actions.png
+   :alt: View of the conversation actions.
+
+
+> **note**:
+>    The :guilabel:`Add a description` field is **only** available for group messages with more than
+   two participants.
+
+## User status
+
+It is helpful to see what colleagues are up to, and how quickly they can respond to messages, by
+checking their status. The status is displayed as a circle in the bottom-right corner of a contact's
+photo in the :icon:`fa-users` :guilabel:`(Members List)`.
+
+The color of the circle represents the user's status:
+
+- Green = online
+- Orange = away
+- White = offline
+- Airplane = out of the office
+
+## Leave a direct message conversation
+
+To leave a direct message conversations, click the :icon:`fa-times` :guilabel:`(Leave this channel)`
+icon next to the conversation name in the :guilabel:`Direct Messages` section of the sidebar.
+
+> **note**:
+>    Leaving a conversation does **not** delete the direct messages in the conversation. The direct
+   message conversation's history is visible when another direct message with the same person, or
+   group, is created.
+
+.. _discuss/meetings:
+
+# Meetings
+
+In **Discuss**, *Meetings* are video calls. To start a meeting from the :guilabel:`Discuss`
+dashboard, click :guilabel:`Start a meeting` in the top-left corner, and select who to invite to the
+meeting, via the :guilabel:`Invite People` drop-down window that appears. To start a meeting from a
+direct message, click the :icon:`fa-phone` :guilabel:`Start a Call` icon in the top-right corner.
+
+.. image:: discuss/meeting.png
+   :alt: View of a Meeting in Odoo Discuss.
+
+Once a meeting has been started, the following buttons can be used:
+
++-----------------------------+--------------------------------+
+| Icon                        | Use                            |
++=============================+================================+
+| :icon:`fa-microphone`       | :guilabel:`Mute`               |
++-----------------------------+--------------------------------+
+| :icon:`fa-microphone-slash` | :guilabel:`Unmute`             |
++-----------------------------+--------------------------------+
+| :icon:`fa-headphones`       | :guilabel:`Deafen`             |
++-----------------------------+--------------------------------+
+| :icon:`fa-deaf`             | :guilabel:`Undeafen`           |
++-----------------------------+--------------------------------+
+| :icon:`fa-video-camera`     | :guilabel:`Turn camera on/off` |
++-----------------------------+--------------------------------+
+| :icon:`fa-hand-paper-o`     | :guilabel:`Raise Hand`         |
++-----------------------------+--------------------------------+
+| :icon:`fa-desktop`          | :guilabel:`Share Screen`       |
++-----------------------------+--------------------------------+
+| :icon:`fa-arrows-alt`       | :guilabel:`Enter Full Screen`  |
++-----------------------------+--------------------------------+
+
+.. _discuss_app/notification_preferences:
+
+# User-specific notification preferences
+
+Access user-specific preferences for the **Discuss** app by navigating to :menuselection:`Settings
+app --> Manage Users`, select a user, then click the :guilabel:`Preferences` tab.
+
+.. image:: discuss/preferences-user.png
+   :alt: View of the Preferences tab for Odoo Discuss.
+
+By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this
+setting enabled, a notification email is sent by Odoo every time a message is sent from the chatter
+of a record, a note is sent with an `@` mention (from the chatter of a record), or a notification is
+sent for a record the user follows.
+
+By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the **Discuss** app's
+*Inbox*.
+
+# Chat from different applications
+
+The **Discuss** application enables communication across all of Odoo's applications. To view chats
+and channels, or start a new message, select the speech bubbles that are consistently present in the
+upper-right corner of the database header.
+
+.. image:: discuss/discuss-in-other-apps.png
+   :alt: Use Discuss across other applications by clicking the speech bubbles.
+
+.. seealso::
+   - :doc:`discuss/team_communication`
+   - :doc:`/applications/essentials/activities`
+   - :doc:`discuss/ice_servers`
+   - :doc:`discuss/chatter`
+
+.. toctree::
+   :titlesonly:
+
+   discuss/team_communication
+   discuss/ice_servers
+   discuss/chatter
+   discuss/canned_responses

package/payload/skills/odoo18-docs/references/docs/applications/productivity/documents.md

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+---
+title: "Documents"
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/documents.html"
+---
+
+=========
+# Documents
+
+**Odoo Documents** allows you to store, view, and manage files within Odoo.
+
+.. seealso::
+   - [Odoo Documents: product page ](https://www.odoo.com/app/documents)
+   - [Odoo Tutorials: Documents basics [video] ](https://www.odoo.com/slides/slide/documents-basics-6841?fullscreen=1)
+   - [Odoo Tutorials: Using Documents with your Accounting App [video] ](https://www.odoo.com/slides/slide/accounting-integration-and-workflow-actions-6853?fullscreen=1)
+
+# Configuration
+
+By going to :menuselection:`Documents --> Configuration --> Settings`, you can enable the
+centralization of files attached to a specific area of your activity. For example, by ticking
+:guilabel:`Human Resources`, your HR documents are automatically available in the HR workspace,
+while documents related to Payroll are automatically available in the Payroll sub-workspace. You
+can change the default workspace using the dropdown menu and edit its properties by clicking the
+:icon:`fa-arrow-right` (:guilabel:`Internal link`) icon.
+
+.. image:: documents/files-centralization.png
+   :alt: Enable the centralization of files attached to a specific area of your activity.
+
+> **note**:
+>    - If you enable the centralization of your accounting files and documents, it is necessary to
+     click on :guilabel:`Journals` and define each journal independently to allow automatic
+     synchronization.
+
+     .. image:: documents/accounting-files-centralization.png
+        :alt: Enable the centralization of files attached to your accounting.
+
+   - If you select a new workspace, existing documents are not moved. Only newly created documents
+     will be found under the new workspace.
+
+.. _documents/workspaces:
+
+# Workspaces
+
+Workspaces are hierarchical folders having their own set of :ref:`tags <documents/tags>`
+and :ref:`actions <documents/workflow-actions>`. Default workspaces exist, but you can create your
+own by going to :menuselection:`Documents --> Configuration --> Workspaces` and clicking
+:guilabel:`New`. On the new page, fill in the following information:
+
+- :guilabel:`Name`
+- :guilabel:`Parent Workspace`: if you want to create a sub-workspace, select its :guilabel:`Parent
+  Workspace`.
+
+Three tabs are available: :ref:`Tags <documents/tags>`,
+:ref:`Access Rights <documents/access-rights>`, and :ref:`Description <documents/description>`.
+
+.. _documents/tags:
+
+## Tags
+
+Tags are used within workspaces to add a level of differentiation between documents. They are
+organized per category, and filters can be used to sort them.
+
+From the :guilabel:`Tags` tab, click :guilabel:`Add a line`, create the :guilabel:`Tag Category`,
+and :guilabel:`Name` your tags.
+
+> **note**:
+>    - The tags of a parent workspace apply to the child workspaces automatically;
+   - Tags can be created and modified by going to :menuselection:`Documents --> Configuration -->
+     Tags`;
+   - Tags can also be created or edited by clicking the :icon:`fa-gear` (:guilabel:`gear`) icon on
+     the left panel;
+   - An :ref:`email alias <documents/upload>` can be used to automatically send received documents
+     to a specific workspace based on the tag assigned.
+
+.. _documents/access-rights:
+
+## Access rights
+
+To manage your workspace access rights, go to the :guilabel:`Access Rights` tab. You can add
+:guilabel:`Write Groups` that can view, create, and edit the workspace's documents. You can also add
+:guilabel:`Read Groups` that only view the workspace's documents.
+
+> **tip**:
+>    Enable :guilabel:`Own Documents Only` to limit :guilabel:`Read Groups` and
+   :guilabel:`Write Groups` to the documents of which they are owner.
+
+.. _documents/description:
+
+## Description
+
+You can add descriptive information to your workspace by going to the :guilabel:`Description` tab.
+
+> **note**:
+>    Workspaces can also be created and edited by clicking the :icon:`fa-gear` (:guilabel:`gear`) icon
+   on the left panel.
+
+.. _documents/management:
+
+# Documents management
+
+When selecting or opening a document, the right panel displays different options, including, for
+example:
+
+- :icon:`fa-download` (:guilabel:`Download`);
+- :icon:`fa-share-alt` (:guilabel:`Share this selection`): a share URL is copied to your clipboard;
+- :icon:`fa-retweet` (:guilabel:`Replace`): select a new file to replace the existing one. Scroll
+  down to the bottom of the right panel to see the :guilabel:`History` and :guilabel:`restore`,
+  :guilabel:`download`, or :guilabel:`delete` the document;
+- :icon:`fa-unlock` (:guilabel:`Lock`);
+- :icon:`fa-scissors` (:ref:`Split <documents/split>`);
+- :icon:`fa-comments` (:guilabel:`Open chatter`).
+
+To modify the name of your file, edit the :guilabel:`Name` field. Click the :icon:`fa-trash`
+(:guilabel:`Move to trash`) icon to delete your document.
+
+> **note**:
+>    Items moved to the trash are kept for 30 days in the :icon:`fa-trash` :guilabel:`Trash`
+   workspace, after which they are permanently deleted.
+
+A :guilabel:`Contact` or an :guilabel:`Owner` can be assigned. You can also modify the related
+:guilabel:`Workspace` and add :guilabel:`Tags`.
+
+> **note**:
+>    - The :guilabel:`Contact` is a person related to the document who only has read
+     :ref:`access rights <documents/access-rights>` to the document, e.g., an existing supplier in
+     your database;
+   - The creator of a document is automatically assigned as its :guilabel:`Owner` and is granted
+     full access rights to it. To replace the owner of a document, select the required user from the
+     dropdown list in the :guilabel:`Owner` field.
+
+> **tip**:
+>    An employee must be a user and the owner of a document to view it in **My Profile**.
+
+Different :ref:`Actions <documents/workflow-actions>` are available at the bottom of the right
+panel, depending on the workspace where your document is stored.
+
+.. _documents/split:
+
+## Split PDF documents
+
+Select the PDF you want to split, and click the :icon:`fa-scissors` (:guilabel:`scissors`) icon. A
+new view displays all the pages of the document.
+
+By default, all pages are split when you click :guilabel:`Split`. To remove a split between two
+pages, click the :icon:`fa-scissors` (:guilabel:`scissors`) icon.
+
+.. image:: documents/split-pdf.png
+   :alt: split your documents
+
+> **tip**:
+>    To merge documents from your dashboard, select them and click the :icon:`fa-scissors`
+   (:guilabel:`scissors`) icon. Click on the scissors between the two documents and click
+   :guilabel:`Split` to merge the documents.
+
+## Additional features
+
+Select a workspace and click the :guilabel:`New` button to access additional features:
+
+### Upload
+
+You can upload any file (max 64MB per file on Odoo Online) to your **Documents** app. Select the
+workspace where you want to upload your file, click the :guilabel:`New` button, then
+:icon:`fa-upload` :guilabel:`Upload`.
+
+### Request
+
+You can request files and organize them as documents to remind users to download them.
+
+Select the workspace where the file should be stored, click the :guilabel:`New` button, then
+:icon:`fa-paper-plane-o` :guilabel:`Request`. Add the :guilabel:`Document Name` and select the
+person you need it from in the :guilabel:`Request To` field. You can also fill in the
+:guilabel:`Due Date In`, confirm the :guilabel:`Workspace` the document should belong to, and add
+:guilabel:`Tags` and a :guilabel:`Message`. Then, click :guilabel:`Request`. A placeholder for the
+missing document is created in the workspace.
+
+When your document is available, click the placeholder to upload it.
+
+You can see all missing documents by going to the **Activity** view and the :guilabel:`Requested
+Document` column.
+
+> **tip**:
+>    From the :guilabel:`Activity` view, you can send a **reminder email** to users from whom you are
+   expecting a document. Go to the :guilabel:`Requested Document` column and click the
+   :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, and :guilabel:`Document Request: Reminder`.
+   Click on a date to see the details of a specific request. You can update it by clicking on the
+   :icon:`fa-pencil` (:guilabel:`pen`) icon, :guilabel:`Preview` the content of the reminder email,
+   or :guilabel:`Send Now` to send a reminder email.
+
+      .. image:: documents/reminder-email.png
+         :alt: send a reminder email from the Activity view
+
+.. _documents/add-a-link:
+
+### Link
+
+To add a link to your documents dashboard, click :icon:`fa-link` :guilabel:`Link`, enter the
+:guilabel:`URL`, and :guilabel:`Name` it.
+
+.. _documents/documents/spreadsheet:
+
+### Spreadsheet
+
+To create a new :doc:`spreadsheet <spreadsheet>`, select the workspace where the file should be
+stored, click the :guilabel:`New` button, then :guilabel:`Spreadsheet`. You can create a
+:guilabel:`Blank spreadsheet` or select an :doc:`existing template <spreadsheet/templates>` to use.
+
+## Share
+
+You can make a document or a workspace accessible to anyone by sharing a URL.
+
+### Share a document
+
+To generate a **share link** to a document, select the document and click the :guilabel:`Share`
+button.
+
+In the pop-up, you can :guilabel:`Name` the share link, set a validity date by filling in the
+:guilabel:`Valid Until` field, and if you own more than one site, select the :guilabel:`Website` you
+want so the right domain name is reflected in the URL.
+
+Click :guilabel:`Copy Link & Close` to copy the URL to your clipboard.
+
+> **tip**:
+>    You can also generate a share URL by selecting the document, going to the right panel, and
+   clicking the :icon:`fa-share-alt` (:guilabel:`Share this selection`) icon.
+
+### Share a workspace
+
+You can share a link to a workspace and allow users to :guilabel:`Download` its content or
+:guilabel:`Download and Upload` files to it.
+
+To do so, go to the left column of your dashboard and select the workspace you want to share. You
+can also choose one or more tags that will be automatically added to the uploaded documents. Then,
+click the :guilabel:`Share` button.
+
+In the pop-up, a share :guilabel:`URL` you can :guilabel:`Copy` is displayed. You can
+:guilabel:`Name` your share link and set a validity date by filling in the :guilabel:`Valid Until`
+field. If you own more than one site, select the :guilabel:`Website` you want so the share link
+reflects the right domain name.
+
+> **Note**:
+>    - The links added to your workspace using the :ref:`Link <documents/add-a-link>` option cannot be
+     shared and are, therefore, excluded.
+   - When tags are applied to a shared workspace, users can exclusively access the documents
+     associated with those tags.
+
+.. _documents/upload:
+
+Files upload
+************
+
+Toggle the :guilabel:`Allow upload` switch to allow users to upload files to your workspace.
+
+Tick the :guilabel:`Upload by Email` checkbox to enable users to upload documents sent by email in
+the workspace.
+
+Enter an alias in the :guilabel:`Email Alias` field. All documents sent to this email address are
+uploaded to the workspace using the chosen tags.
+
+> **note**:
+>    - You need to have an alias domain set to be able to upload documents by email. If it isn't
+     existing yet, click :guilabel:`Choose or Configure Email Servers` and create an
+     :ref:`alias domain <email-outbound-alias-domain>`.
+   - By default, the :guilabel:`Document Owner` is the person who uploads a file to a workspace, but
+     you can select another user. You can also set a :guilabel:`Contact`, usually an external
+     person, such as a partner.
+   - Enable :guilabel:`Create a new activity` to automatically create an activity when a document is
+     uploaded. Select the :guilabel:`Activity type` from the dropdown list and set the
+     :guilabel:`Due Date In` field. You can also add a :guilabel:`Summary` and a
+     :guilabel:`Responsible` person assigned to the activity.
+
+> **tip**:
+>    Go to :menuselection:`Configuration --> Share & Emails` to see and manage your share links.
+   Select a line and click :guilabel:`Delete` to disable the URL. People who have received this
+   link will no longer be able to access the document(s) or workspace.
+
+.. _documents/workflow-actions:
+
+# Workflow actions
+
+Workflow actions help manage documents and overall business operations. These are automated actions
+that can be created and customized for each workspace. With a single click you can, for example,
+create, move, sign, add tags to a document, and process bills.
+
+When a document meets the set criteria, these workflow actions appear on the right panel.
+
+## Create workflow actions
+
+To update an existing workflow action or create a new one, go to :menuselection:`Documents -->
+Configuration --> Actions` and click :guilabel:`New`.
+
+> **note**:
+>    An action applies to all **sub-workspaces** under the :guilabel:`Related Workspace` you selected.
+
+## Set the conditions
+
+Define the :guilabel:`Action Name` and then set the conditions that trigger the appearance of the
+action button on the right-side panel when selecting a file.
+
+There are three basic types of conditions you can set:
+
+#. :guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does not contain`
+   conditions, meaning the files *must have* or *must not have* the tags set here;
+
+#. :guilabel:`Contact`: the files must be associated with the contact set here;
+
+#. :guilabel:`Owner`: the files must be associated with the owner set here.
+
+.. image:: documents/basic-condition-example.png
+   :alt: Example of a workflow action's basic condition in Odoo Documents
+
+> **tip**:
+>    If you do not set any conditions, the action button appears for all files inside the selected
+   workspace.
+
+### Advanced condition type: domain
+
+> **important**:
+>    It is recommended to have some knowledge of Odoo development to configure *Domain* filters
+   properly.
+
+The :ref:`developer mode <developer-mode>` needs to be activated to enable the :guilabel:`Domain`
+:guilabel:`Condition type`. Once done, click :guilabel:`New Rule`.
+
+To create a rule, you typically select a :guilabel:`field`, an :guilabel:`operator`, and a
+:guilabel:`value`. For example, if you want to add a workflow action to all the PDF files inside a
+workspace, set the :guilabel:`field` to *Mime Type*, the :guilabel:`operator` to *contains*, and the
+pdf :guilabel:`value`.
+
+.. image:: documents/domain-condition-example.png
+   :alt: Example of a workflow action's domain condition in Odoo Documents
+
+Click the :icon:`fa-plus` (:guilabel:`Add New Rule`) icon and the :icon:`fa-sitemap`
+(:guilabel:`Add branch`) icon to add conditions and sub-conditions. You can then specify if your
+rule should match :guilabel:`all` or :guilabel:`any` conditions. You can also edit the rule directly
+using the :guilabel:`Code editor`.
+
+## Configure the actions
+
+Go to the :guilabel:`Actions` section to set up your action. You can simultaneously:
+
+- **Move to Workspace**: move the file to any workspace;
+- **Create**: create one of the following items attached to the file in your database:
+
+  - **Link to record**: create a link between a document and a record from a specific model;
+  - **Product template**: create a product you can edit directly;
+  - **Task**: create a Project task you can edit directly;
+  - **Signature PDF template**: create a new Sign template to send out;
+  - **PDF to sign**: create a Sign template to sign directly;
+  - **Applicant**: create a new HR application you can edit directly;
+  - **Vendor bill**: create a vendor bill using OCR and AI to scrape information from the file
+    content;
+  - **Customer invoice**: create an invoice using OCR and AI to scrape information from the file;
+  - **Vendor credit note**: create a vendor credit note using OCR and AI to scrape information
+    from the file;
+  - **Credit note**: create a customer credit note using OCR and AI to scrape information from the
+    file;
+  - **Miscellaneous Operations**: create an entry in the Miscellaneous Operations journal;
+  - **Bank Statement**: import a bank statement;
+  - **Purchase Receipt**: create a vendor receipt;
+  - **Expense**: create an HR expense.
+
+- **Set Contact**: add a contact to the file, or replace an existing contact with a new one;
+- **Set Owner**: add an owner to the file, or replace an existing owner with a new one;
+- **Set Tags**: add, remove, and replace any number of tags.
+
+To set up activities related to your actions, go to the :guilabel:`Activities` section:
+
+- **Activities - Mark all as Done**: mark all activities linked to the file as done;
+- **Activities - Schedule Activity**: create a new activity linked to the file as configured in
+  the action. You can choose to set the activity on the document owner.
+
+# Digitize documents with AI and optical character recognition (OCR)
+
+Documents available in the Finance workspace can be digitized. Select the document to digitize,
+click :guilabel:`Create Vendor Bill`, :guilabel:`Create Customer Invoice`, or
+:guilabel:`Create Customer Credit Note`, and then click :guilabel:`Send for Digitization`.
+
+.. seealso::
+   :doc:`AI-powered document digitization <../finance/accounting/vendor_bills/invoice_digitization>`

package/payload/skills/odoo18-docs/references/docs/applications/productivity/knowledge/articles_editing.md

@@ -0,0 +1,138 @@
+---
+title: "Article creation and editing"
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/knowledge/articles_editing.html"
+---
+
+============================
+# Article creation and editing
+
+.. _knowledge/articles_editing/create-article:
+
+# Article creation
+
+Knowledge articles can be created from scratch or from a preconfigured template.
+
+## From scratch
+
+To create an article from scratch, click :guilabel:`New` in the top right corner or hover over the
+:guilabel:`Private` or :guilabel:`Workspace` category in the sidebar tree, then click the
+:icon:`fa-plus` :guilabel:`(plus)` icon. Start typing text or select one of the suggested options:
+
+- :guilabel:`Load a Template`: Select a preconfigured template and click :guilabel:`Load Template`.
+- :guilabel:`Build an Item Kanban`: Create items to visualize and manage them in a Kanban view.
+- :guilabel:`Build an Item List`: Create a structured list of items to centralize them in a single
+  article.
+- :guilabel:`Build an Item Calendar`: Create a calendar view to manage and track items by date.
+- :guilabel:`Generate an Article with AI`: Generate content based on a prompt.
+
+> **tip**:
+>    After writing the header, click or hover over :guilabel:`Untitled` in the top bar to
+   automatically name the article after the header. This does not apply if the article is already
+   titled.
+
+## From a template
+
+To create an article from a template, follow these steps:
+
+  #. Click :icon:`fa-paint-brush` :guilabel:`Browse Templates` at the bottom of the sidebar tree.
+  #. Select a preferred template.
+  #. Click :guilabel:`Load Template`.
+
+# Article editing
+
+To edit an article, select it in the sidebar tree, then edit its content and format it using the
+:ref:`text editor toolbar <knowledge/articles_editing/text-editor>`, by typing :ref:`powerbox
+commands <knowledge/articles_editing/commands>`, and adding a :ref:`cover picture
+<knowledge/articles_editing/cover>` with a :ref:`title emoji <knowledge/articles_editing/emoji>`.
+
+.. _knowledge/articles_editing/text-editor:
+
+## Text editor toolbar
+
+To edit a word, sentence, or paragraph, select or double-click it to display the text editor
+toolbar and apply the desired :doc:`formatting options </applications/essentials/html_editor>`.
+
+> **tip**:
+>    Click :icon:`fa-commenting` :guilabel:`Comment` to add a comment to the selected text.
+
+.. _knowledge/articles_editing/commands:
+
+## Commands
+
+Type `/` to open the :ref:`powerbox <essentials/html_editor/commands>` and use a command. The
+following commands are exclusive to the Knowledge app:
+
+.. tabs::
+
+      .. list-table::
+         :widths: 20 80
+         :header-rows: 1
+         :stub-columns: 1
+
+         * - Command
+           - Use
+         * - :guilabel:`Index`
+           - Show nested articles: Display the child pages of the parent article.
+         * - :guilabel:`Item Kanban`
+           - Insert a Kanban view and create items.
+         * - :guilabel:`Item Cards`
+           - Insert a Card view and create items.
+         * - :guilabel:`Item List`
+           - Insert a List view and create items.
+         * - :guilabel:`Item Calendar`
+           - Insert a Calendar view and create items.
+
+.. _knowledge/articles_editing/cover:
+
+## Cover pictures
+
+To add a cover picture, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon, then
+:guilabel:`Add Cover`. The following options enable selecting and inserting pictures from different
+sources:
+
+- Search the :doc:`Unsplash </applications/general/integrations/unsplash>` database to find a
+  suitable picture. If your database and your **Unsplash** account are associated, the cover
+  picture is automatically selected based on the article's name.
+- :guilabel:`Add URL`: Copy-paste the **image address**.
+- :guilabel:`Upload an image`: Upload the file into the image library.
+
+To manage the cover picture, hover the mouse over it and select the preferred option:
+
+- :guilabel:`Replace Cover` and search from the database or library, or add a different URL.
+
+- :guilabel:`Reposition` and adjust the picture before clicking :guilabel:`Save Position`.
+
+- :guilabel:`Remove Cover`.
+
+.. _knowledge/articles_editing/emoji:
+
+## Title emoji
+
+To add a title emoji to the article's name and header:
+
+- Click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon, then :guilabel:`Add Icon` to
+  generate a random emoji. Click the emoji to select a different one.
+
+- Alternatively, click the :icon:`fa-file-text-o` :guilabel:`(page)` icon next to the article's
+  name in the sidebar or the top bar and select the preferred emoji.
+
+.. _knowledge/articles_editing/views:
+
+## Views and links from other apps
+
+To insert a view or a view link into an article, follow these steps:
+
+     #. Go to the desired app and select the preferred view.
+     #. Click the :icon:`fa-cog` :guilabel:`(cog)` icon, then select :menuselection:`Knowledge -->
+        Insert view in article` or :guilabel:`Insert link in article`.
+     #. Choose the article to insert the view or link to.
+
+> **note**:
+>    Once the view or link is inserted:
+
+   - Users without access to the view cannot see it in Knowledge, even if they can access the
+     article containing it.
+   - Clicking the inserted link opens a pop-up with the view's name next to the
+     :icon:`fa-clipboard` (:guilabel:`copy`), :icon:`fa-pencil-square-o` (:guilabel:`edit`), and
+     :icon:`fa-chain-broken` (:guilabel:`remove`) icons. Click the name inside the pop-up to open
+     the linked view.