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As your knowledge base grows, you might want to reorganize it to keep things easy to navigate. You may find that some articles would fit better in a different category. Salesmate makes it simple to move articles from one category to another.
Note: You need Edit Articles and Organize Categories permissions to move articles or reorder categories.

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How to Move Articles

  • Navigate to the Profile Icon from the top right corner.
  • Click on the Setup **Screenshot 2025-05-31 at 12.58.29 PM.png
  • ** Headover to the ** Library** category
  • Select the Knowledge Base option
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  • Click on the Categories tab
  • Open any category and locate the article you want to move. Click the three dots next to it and select Move .
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  • A Move Article popup will appear, showing the article’s current category path.
  • Click on the path to search for or browse the category where you’d like to move the article.
  • On success, the article moves to the new category with an Updated successfully message.
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  • Salesmate offers several flexible options to move articles between categories:
From the Article List: Use quick actions directly in the article listing view. _ Bulk Update: Select multiple articles and change their category in one go. _ From the Article Detail Page: Move the article using options available in its detail view. * By Editing the Article: Open the article editor and select a new category.