KB User's Guide - Documents Tab - TinyMCE Custom Plugins Guide

This document explains how to access custom KB plugins, such as LinkDoc, IncludeDoc, content restriction, and revision restoration in the TinyMCE editor.

Core Plugins

TinyMCE, the newest KB editor, has several plugins that provide key functionality while editing KB documents. These plugins can be accessed via the Custom menu in the menu bar, or on the far right side of the tool bar (note that they may be collapsed under the three dot menu depending on the width of your screen).

The current plugins available are as follows:

Attachmentpaper clip icon

The Attachment plugin gives the ability to easily upload and place files from the group and doc attachment folders into your document. In order to place attachments from the folders into documents, click the KB Attachments plugin. You will be presented with an attachment file dropdown, as displayed in the image below:

KB attachment popup window

From this drop down you will be able to select files from the shared attachment folder. If the document has an attachment folder, you will also be able to select files from that location.

Select the desired attachment. Depending on the file type, there are specific options:

Click the Place button to insert your attachment into the document. 

Clicking Draft folder or Shared folder buttons will respectively open either the document attachment folder or the shared attachment folder. 

Link Doclink icon inside a square

The Link Doc plugin allows you to place links to other KB docs inside your content easily. This feature is explained in detail in this document:  KB User's Guide - Documents Tab - Using the KB Link Doc Feature  

Include Docdocument icon with a plus sign

The Include Doc plugin allows you to insert sections of other KB documents, news items, or external webpages into your document. The general function of this tag is described in this doc:  KB User's Guide - Documents Tab - IncludeDoc and Dynamic Web Page Content 

In TinyMCE, when the IncludeDoc option is clicked, you will be presented with three options:

Custom include doc plugin dialog window

To edit an existing IncludeDoc tag, click within the tag element, and edit the text as needed. Additionally, the KB include doc button will be highlighted in the editor toolbar. Clicking the button will let you edit additional IncludeDoc properties.

Content Restrictionlock icon

The content restriction tags are used to hide content when viewed on either the live internal or external sites. For example, you can choose to only display sensitive content on the internal site, or display information not relevant to internal audiences on the external site. More information on how to use the content restriction tags can be found here:  KB Users Guide - Documents Tab - Content Restriction Tags  

Note: If you are nesting content restriction tags, the interior restriction should typically be applied as an "Inline SPAN" in order to prevent formatting issues.

KB Expand/Collapse Panelexpanding_collapsing_panel_icon

This plugin allows you to create expanding and collapsing panels to help organize your content within a KB document. Enter a heading size, panel title, and optional ID for anchor reference. Alternatively choose the Add "Expand All" and "Collapse All" buttons only option to add buttons that control the visability of all panels within a document.

KB Custom ButtonsKB custom buttons icon

This plugin allows you to insert custom buttons into the body of a KB document. These buttons act as a custom link to a URL. Clicking the KB buttons plugin will open a dialog window with the following options:

popup window displaying options to customize the kb custom buttons

As options are changed, the window will display a button preview that dynamically updates. Click Insert to add the button to your document. 

To edit an existing button, click within button, and edit the text as needed. Additionally, the custom Custom KB buttons icon and the Insert/edit link icon will be highlighted in the editor toolbar. Clicking the plugin icon will allow you to update any options for the existing button. Clicking the link icon will allow you to edit the button's link properties. 

Additional Plugins

Several other plugins are available under the Custom menu, which provide additional useful tools.

Other Content Fields Other content fields custom plugin icon

The Other Content Fields plugin gives easy editing or viewing access for the other content fields within the document. Clicking the KB other content fields plugin will open a dialog window with a left navigation sidebar.

other content fields pop up window

Edit your desired content field and click Save.

KB Restoredocument icon with a circular arrow

The KB Restore plugin is a way to easily recover document versions that have been changed. Instead of having to completely roll back to a previous version of a document, you have the option to only roll back a single document field to a previous version. When rolling back, there are several fields to choose from:

After selecting the fields to restore, and the version to restore to, click the Restore button to revert those fields.

KB Formform icon

The KB Form plugin allows you to insert a custom form into a KB document. The recipient email address, along with the form labels, can all be customized as desired. The number of fields is fixed to allow for proper validation.

To Top Anchoricon of a circle with an arrow pointing up

This plugin allows you to insert a link anywhere in the document that will allow the reader of the document to jump back to the top of the page. This is particularly useful for long documents that include a table of contents.

HTML Importicon of an arrow pointing into a document

The HTML import plugin allows you to import the full HTML of a page hosted outside of the KB. You will be prompted to enter the URL to import, after which point the page's HTML will be added to the document body. This is handy for cases where you may be migrating content from a previous storage location into the KB.

Please note that because the full page is imported, unwanted elements, such as page headers and footers, may need to be removed.