Table of Contents
The Smart DMS allows you to create rich, categorized content for internal documentation, client-facing knowledge bases, FAQs, tutorials and more.
Step 1: Enter Basic Content Details #
In the Title, Slug, Categories & Tags section:
- Title
This is the heading of your content. It appears prominently at the top of the content page. - Slug
This is auto-generated from the title and used in URLs. - Type
Choose the appropriate content type from predefined options like:- FAQs
- (Others such as Guides, Announcements, Pages, etc. may be enabled by your administrator.)
- Visibility
Define who can see the content:- Public – Accessible to anyone without authentication. May appear in public listings, search results, and sitemaps.
- Visible to Users – Visible only to authenticated system users, such as staff or administrators. Hidden from clients and the public.
- Visible to Clients – Visible only to authenticated client accounts within the system.
- Visible to Both Users & Clients – Visible to both authenticated clients and system users. Hidden from guests/public visitors.
Step 2: Assign Categories and Tags #
On the right-side Meta Panel:
- Status
Set the content asPublished
,Draft
, orArchived
. - Featured Image
Upload a prominent image that appears at the top of the article. Use this to visually enhance your content (e.g., illustrations, banners, photos). - Categories
Assign the content to one or more categories for broad classification. - Tags
Add tags for more specific filtering and grouping.
Step 3: Add Content Using Bricks #
In the Content section:
You can drag and drop “bricks” into the editor area to build your content structure. Bricks are flexible content blocks like:
- Rich Editor: For paragraphs, images, links, and formatted content.
- Images or Videos:
- Callouts, Tables, Code Blocks
💡 Tip: Click the “Rich Editor” button to quickly add a rich text block.
Step 4: Save & Update #
Once you’re done:
- Click Submit to save.
Best Practices #
- Use a clear title and relevant tags to make content easier to find.
- Always add a featured image for visual consistency.
- Use categories to group similar content types together (e.g., “Troubleshooting”).