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QuickStart Guide for Authors and Administrators


Reference materials

Here are several good places to get started learning about MindTouch:   

Or feel free to contact your account manager.

Areas of focus

This document assist with a high-level understanding of the following: 

  1. Adding additional users
  2. Content creation
  3. Content search, navigation and discovery 
  4. Relating content
  5. Sharing content  

Add additional users

  • Go to Site Tools > Control Panel.

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  • Click on Users on the left.

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Learn More

Update your site logo

  1. Go to Site Tools > Control Panel
  2. Click on Logos and Icons under Customize.

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  1. Apply an image.

Creating content in MindTouch

Please review how content is structured in MindTouch. The content framework automatically relates articles, and templates can be created and leveraged throughout the site.  

MindTouch allows for the following hierarchy: Category ( > Category > Category) Guide > Topic > Article

Create a category and start building your content 

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  • Name your category then drag and drop an image into the image box.

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  • Each category is pre-build with three (3) MindTouch Guide templates and a Knowledge Base template. These can be easily modified to match your requirements. 

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Create an Administrator Guide 

  • Hover over the title, then click Edit and modify the title.

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  • We renamed the page to "New User Guide."
  • Th guide provides a shell to build out content in.
  • Other guides can be renamed, hidden, deleted, and other links can be surfaced here.

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Create a new Topic article

  • A Topic article generated through Add New Topic will dynamically associate itself to the parent guide.

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  • Add content to your Topic.
    • Edit the page in the editor's View mode or directly in Source mode.

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  • Insert images anywhere within your documentation (drag and drop or through the editor).
  • Add videos to the topic article (video button in the editor)

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  • Save the page.
  • Since this page was created as a Topic under the New User Guide is will surface under the Guide Contents section. 

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Create a How-To article

  • A How-To article needs to be created through the New Page selector in the control bar.  

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  • Select the How-To template.

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  • Add content to your How-To article.
    • Edit the page in the editor's View mode or directly in Source mode.
  • Save the page.
  • Because the page was created as a child of the New User Guide it will surface under the How-To section.

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  • If the Reference template was selected when creating the page instead of the How-To template, this article would surface under the Reference section of the user guide.  

Restrict who can view the Guide

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  • Permissions can be applied to child pages.
  • Child pages will inherit the parent permissions. 


Add links to a category

  • Select the desired template from the template dialog box, create and save the page. 
  • From the Category level, select add new guide link.

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  • Find the appropriate article.

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  • Once selected a link to this article will be surfaced in the category.  

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Search in MindTouch

Search for information within MindTouch:

  • Global Search
    • Search all Categories (upper right side of home page).

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  • Categorical Search
    • Search within a category.  All results presented are from the chosen category. 

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Relate content 

  • Relating articles
    • Relate content by applying custom tags.
  • Custom tags allow articles to be related within and across categories.  
    • Add a custom tag to an article.
    • Then tag the previous article with that same custom tag.


  • Copy page
    • Page Options > Copy Page > Copy Page
    • Page Options > Delete Page > Delete Page > Move Page
  • Page Options > Move Page > Click: Back Arrow in menu > Getting Started > Move Page

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Share and restrict content

Collaborate on and share you 


Capture content feedback

 Page feedback (Providing feedback on an article)

  • No: Within this article > Page Rating > No > Type in how we can improve > Send


Commenting on an article

  • At the bottom of page > Add a Comment in message box > Add Comment

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Note to user  NOTE:  Commenting and page rating can be deactivated by hiding the functionality through CSS.

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