How to Export and Backup Knowledge Base

 

ProProfs Knowledge Base lets you export and create a backup of your Knowledge Base through our Export Site feature. It allows you to choose whether you wish to export and back up your entire knowledge base or specific pages depending on your requirement. You can even let your customers or website visitors download a page or the whole help site as a PDF.

 

A few use cases for this feature:

 

  • If you have a product that requires a lengthy installation process, you can easily create a PDF manual and share it with customers.

  • If you plan to overhaul your help site, you can create a backup to secure the critical website data.

 

The export & backup feature lets you provide the option of the offline manual to end users by allowing them to download a PDF of the whole site or a particular page.

 

In this article, you will learn:


1. How to Export Sites to PDF
2. How to Backup Sites

 

 How to Export Sites to PDF

Step 1: Go to Settings > Export Sites in your Knowledge Base account.

 

Go to Export Sites in Settings

 

Step 2: Click Save Site as PDF.

 

Save Site as PDF

 

Step 3: Edit the PDF settings.

 

Configure PDF

 

PDF Name: Enter the name of the PDF file. For ex., widgetco-manual.pdf.

 

Cover Page: Select the checkbox to include a cover page, i.e., the manual’s first page. Click Edit to modify the page. The cover page can also use merge tags (see below).

 

Title Page: Select the checkbox to include a title page. A title page is used for the author’s name, version, company name, copyright disclosure, date printed, etc. Click Edit to modify the page. The title page can also use merge tags (see below).

 

Table of Contents: Select the option to include the TOC in the PDF. In addition, this will also add bookmarks to the PDF (Bookmarks appear on the left side of a PDF document. To view bookmarks, choose Show Bookmark from the Window menu in Acrobat).

 

Header/Footer: Select the checkbox to include a header & footer in the PDF to provide additional information. It could be page numbers, dates, folder names, your logo, etc. To edit the header and footer, click Edit. The header/footer can also use merge tags (see below).

 

Extra Spaces: Select the option to remove excessive spacing in the PDF resulting from additional spaces and tags in the HTML code.

 

Links: Select the checkbox to not include hyperlinks on pages.

 

CSS: A PDF will default use the site’s CSS styles. Select this option to use a print-only CSS file. To edit the CSS, click Edit.

 

Page Size & Orientation: Choose the preferred page size and orientation from respective drop-down lists.

 

Toolbar: By default, your users will get the option to save your site as a PDF from the toolbar. You can uncheck the respective boxes if you do not want your users to download a PDF version of your page/site.

 

When you select the toolbar option:

 

Options preview with Toolbar setting Checked

 

When you uncheck the option:

 

Options preview with Toolbar setting Unchecked

 

File: Select this option to store the generated PDF on the server. It will significantly improve the loading time for end users who download your PDF since they will download a copy of the stored PDF instead of waiting for it to generate. The server will hold only one PDF at a time, so it will overwrite the previous version when you generate a new one. Thus, ensuring that the most recent PDF is available to your end users.

 

Pages: The PDF setting will select “All pages checked, Show in PDF” by default. However, you can use this option select specific pages or folders to be included/excluded in the PDF.

 

Step 4: Click Save to finalize your changes and Generate PDF to download the site.

 

You will see the following screen.

 

PDF generation confirmation

 

 How to Backup Sites

 

Step 1: Go to Settings > Export Sites in your Knowledge Base account.

 

Step 2: Click Back up Site.

 

Go To Back Up Site in Settings

 

Step 3: Choose the options to include in your backup file and click Export Sites.

 

Select the option to include in your site backup

 

You will see the below screen.

 

Backup of Help Site confirmation

 

Step 4: Go to Files in the header menu to access the zip file. A new window opens.

 

Go to Files

 

Step 5: Select the file and click Download. It will download your site backup zip file successfully.

 

Download the file

 

You must first enable the Toolbar settings to allow your customers or website visitors to download a page or the entire help site as a PDF without requiring them to sign up or log in.

 

Your customers can then follow these steps:

 

Step 1: Go to the required product page on the ProProfs website and click Help.

 

Go to Help

 

Step 2: You’ll find the three vertical dots or the kebab menu icon on the far right. To save the entire help site as PDF, click the option Save site as PDF.

 

Save Site as PDF

 

If you want to save a particular page as a PDF:

 

1. Go to the required page you want to download.

2. Click the three vertical dots or the kebab menu icon on the far right.

3. Click the option Save page as PDF.

 

Save Page as PDF

 

That is all about exporting & backing up your knowledge base.

 

 

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