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Kareo Help Center

Using Guide Tabs

Once your content is created, it's important to ensure you're displaying your product help in a user-friendly way. Guide tabs provide a flexible way to display content within the current guide in various ways.

Guide Tab Types

We reviewed how to add in a tab in the previous article, but let's now understand what each tab does. Remember that you will need to add at least one:

Name What Does it Do? Any Caveats?
Featured Articles

Displays an automatic of sorting of pages based on:

  • Most Popular (Views)
  • Highest Rated
  • Recently Updated
  • Recently Added
Dependent on Site Activity
Classification Displays articles which contain a specific classification.

Only content which is classified will be displayed in MindTouch. When using the default MindTouch templates, content will be automatically classified. 


Using a blank page (not recommended) or custom template? You can later reclassify content in the Page Classification Manager.

Article Directory Displays list of all articles and sub-articles in alphabetical order.  N/A
Tag Directory Displays list of articles grouped by tags. Will display placeholders for drafted content to Pro Members only.
Topic Hierarchy Displays list of guide content in hierarchical format.
  1. Only displays content classified as a "Topic" that is one level deep.
  2. Will then display children of Topics as long as those children are classified as a "Topic", "How-To", or "Reference".
  3. At most, will only display two levels deep.
Path Displays any path or paths you choose. Reminder- a Path can include articles that do not live within the direct guide it is located in.

Guide Tab View

Depending on your site architecture, some guides may require only a single guide tab to display the articles within. In Page Settings, authors can select one of two Guide Listing Display options: Single or Tabbed view. 

Screen Shot 2018-04-18 at 3.49.50 PM.png

Single View Tabbed View

View removes the tab UI from the page for a simpler presentation of the listed articles.
Screen Shot 2018-04-18 at 3.48.08 PM.png

View displays the traditional tab UI. 

Screen Shot 2018-04-18 at 3.47.57 PM.png

Reordering the Tabs

Once you've added in your tabs, you can reorder these to fit your customer's needs. Simply drag a tab to move it around:

Screen Shot 2018-04-18 at 4.00.37 PM.png

Changing Tab names

The default names of tabs are for Pro Members to understand the tab's technical purpose. Before taking your Guide live, consider renaming the tabs. To do so, click on the pencil icon in the tab:

Screen Shot 2018-04-18 at 4.03.08 PM.png

Then type to rename, and click the "checkmark" icon to save:

Screen Shot 2018-04-18 at 4.04.12 PM.png

Have any Tab name suggestions? 

This is your product documentation so get creative, but here are some examples to run with:

  • Topic Hierarchy: "Guide Contents"
  • Classification: "[Name of Classification] Articles"
  • Tag Directory: "Directory of Topics"

Recommendations

For a guide focused on getting started with your product, use the following tabs:

  • Topic Hierarchy
  • Classification (focused on specific article types)
  • Tag Directory

For a guide focused on troubleshooting and FAQ content (typically referred to as a knowledge base), use the following tabs:

  • Tag Directory
  • Featured Articles
  • Article Directory
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