How to Assign Article Subtypes

Prerequisites

• The client must already exist (Learn How to Create a Client)
• Article types must already exist (Learn How to Create Article Types)

Steps to Follow

1. Access the Article Types Page (Articles Management Menu)

To access this page, click Articles Management > Article Types in the side menu.

2. Click the Sub Article Tab

Within the Article Types page, click the Sub Article tab.

3. Click the Actions Group Icon (⋮) on the Desired Record

Within the Sub Article tab, click the actions group icon (⋮) on the row of the subtype you want to assign.

4. Click the Assign to Clients Option

After clicking the actions group icon (⋮), click Assign to Clients.

5. Fill in the Form

Fill in the form fields with the necessary information to assign the article subtypes to the client.