Creating Collections

Creating Collections

Collections are versioned sets of help documentation. They allow you to organize and version your help content. Only one collection can be live at a time.

How to Create a Collection

1. In the Help Center sidebar, click the "+" button
2. Select "New Collection"
3. Fill in the collection details
4. Click "Create"

Collection Settings

• Name - Display name (e.g., "Help Center v1.0")
• Version - Version string (e.g., "1.0.0")
• Description - Optional description of the collection
• Set as Live - Makes this the active collection visible to users

Live Collections

• Only one collection can be live at a time
• Live collections are marked with a green dot indicator
• Users see the live collection in the public help center
• You can switch the live collection by editing another collection

Cloning Collections

Create a new version by cloning an existing collection:

1. Click the three-dot menu on a collection
2. Select "Clone Collection"
3. Enter a new version number
4. The new collection includes all flows and articles from the original

Deleting Collections

• Click the three-dot menu on a collection
• Select "Delete"
• Confirm the deletion
• All flows and articles in the collection will be permanently deleted

Best Practices

• Use semantic versioning (e.g., 1.0.0, 1.1.0, 2.0.0)
• Clone collections when making major updates
• Keep description clear about what version includes
• Test content before setting a collection as live