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How to Edit Your Own Writing

Writing is hard, but don’t overlook the difficulty — and the importance — of editing your own work before letting others see it. Here’s how.

how to edit a article

By Harry Guinness

The secret to good writing is good editing. It’s what separates hastily written, randomly punctuated, incoherent rants from learned polemics and op-eds, and cringe-worthy fan fiction from a critically acclaimed novel. By the time this article is done, I’ll have edited and rewritten each line at least a few times. Here’s how to start editing your own work.

Understand that what you write first is a draft

It doesn’t matter how good you think you are as a writer — the first words you put on the page are a first draft. Writing is thinking: It’s rare that you’ll know exactly what you’re going to say before you say it. At the end, you need, at the very least, to go back through the draft, tidy everything up and make sure the introduction you wrote at the start matches what you eventually said.

My former writing teacher, the essayist and cartoonist Timothy Kreider, explained revision to me: “One of my favorite phrases is l’esprit d’escalier, ‘the spirit of the staircase’ — meaning that experience of realizing, too late, what the perfect thing to have said at the party, in a conversation or argument or flirtation would have been. Writing offers us one of the rare chances in life at a do-over: to get it right and say what we meant this time. To the extent writers are able to appear any smarter or wittier than readers, it’s only because they’ve cheated by taking so much time to think up what they meant to say and refining it over days or weeks or, yes, even years, until they’ve said it as clearly and elegantly as they can.”

The time you put into editing, reworking and refining turns your first draft into a second — and then into a third and, if you keep at it, eventually something great. The biggest mistake you can make as a writer is to assume that what you wrote the first time through was good enough.

Now, let’s look at how to do the actual editing.

Watch for common errors

Most writing mistakes are depressingly common; good writers just get better at catching them before they hit the page. If you’re serious about improving your writing, I recommend you read “The Elements of Style” by William Strunk Jr. and E.B. White, a how-to guide on writing good, clear English and avoiding the most common mistakes. “ Politics and the English Language ” by George Orwell is also worth studying if you want to avoid “ugly and inaccurate” writing.

Some of the things you’ll learn to watch for (and that I have to fix all the time in my own writing) are:

Overuse of jargon and business speak . Horrible jargon like “utilize,” “endeavor” or “communicate” — instead of “use,” “try” or “chat” — creep in when people (myself included) are trying to sound smart. It’s the kind of writing that Orwell railed against in his essay. All this sort of writing does is obscure the point you want to make behind false intellectualism. As Orwell said, “Never use a long word when a short one will do.”

Clichés. Clichés are as common as mud but at least getting rid of them is low-hanging fruit. If you’re not sure whether something is a cliché, it’s better to just avoid it. Awful, right? Clichés are stale phrases that have lost their impact and novelty through overuse. At some point, “The grass is always greener on the other side” was a witty observation, but it’s a cliché now. Again, Orwell said it well: “Never use a metaphor, simile, or other figure of speech which you are used to seeing in print.” Oh, and memes very quickly become clichés — be warned.

The passive voice. In most cases, the subject of the sentence should be the person or thing taking action, not the thing being acted on. For example, “This article was written by Harry” is written in the passive voice because the subject (“this article”) is the thing being acted on. The equivalent active construction would be: “Harry wrote this article.” Prose written in the passive voice tends to have an aloofness and passivity to it, which is why it’s generally better to write an active sentence.

Rambling . When you’re not quite sure what you want to say, it’s easy to ramble around a point, phrasing it in three or four different ways and then, instead of cutting them down to a single concise sentence, slapping all four together into a clunky, unclear paragraph. A single direct sentence is almost always better than four that tease around a point.

Give your work some space

When you write something, you get very close to it. It’s almost impossible to have the distance to edit properly straight away. Instead, you need to step away and come back later with fresh eyes. The longer you can leave a draft before editing it, the better. I have some essays I go back to every few months for another pass — they’re still not done yet. For most things, though, somewhere from half an hour to two days is enough of a break that you can then edit well. Even 10 minutes will do in a pinch for things like emails.

And when you sit down to edit, read your work out loud.

By forcing yourself to speak the words, rather than just scanning them on a computer screen, you’ll catch more problems and get a better feel for how everything flows. If you stumble over something, your reader will probably stumble over it, too. Some writers even print out their drafts and make edits with a red pen while they read them aloud.

Cut, cut, cut

Overwriting is a bigger problem than underwriting. It’s much more likely you’ve written too much than too little. It’s a lot easier to throw words at a problem than to take the time to find the right ones. As Blaise Pascal, a 17th-century writer and scientist (no, not Mark Twain) wrote in a letter, “I have made this longer than usual because I have not had time to make it shorter.”

The rule for most writers is, “If in doubt, cut it.” The Pulitzer Prize-winning writer John McPhee has called the process “writing by omission.” Novelist Sir Arthur Quiller-Couch (and not William Faulkner, although he may have popularized this version of it) exhorted a version of the oft-repeated phrase, “In writing you must kill all your darlings.” This is true at every level: If a word isn’t necessary in a sentence, cut it; if a sentence isn’t necessary in a paragraph, cut it; and if a paragraph isn’t necessary, cut it, too.

Go through what you’ve written and look for the bits you can cut without affecting the whole — and cut them. It will tighten the work and make everything you’re trying to say clearer.

Spend the most time on the beginning

The beginning of anything you write is the most important part. If you can’t catch someone’s attention at the start, you won’t have a chance to hold it later. Whether you’re writing a novel or an email, you should spend a disproportionate amount of time working on the first few sentences, paragraphs or pages. A lot of problems that can be glossed over in the middle are your undoing at the start.

Pay attention to structure

The structure is what your writing hangs on. It doesn’t matter how perfectly the individual sentences are phrased if the whole thing is a nonsensical mess. For emails and other short things, the old college favorite of a topic sentence followed by supporting paragraphs and a conclusion is hard to get wrong. Just make sure you consider your intended audience. A series of long, unrelenting paragraphs will discourage people from reading. Break things up into concise points and, where necessary, insert subheads — as there are in this article. If I’d written this without them, you would just be looking at a stark wall of text.

For longer pieces, structure is something you’ll need to put a lot of work into. Stream of consciousness writing rarely reads well and you generally don’t have the option to break up everything into short segments with subheads. Narratives need to flow and arguments need to build. You have to think about what you’re trying to say in each chapter, section or paragraph, and consider whether it’s working — or if that part would be better placed elsewhere. It’s normal (and even desirable) that the structure of your work will change drastically between drafts; it’s a sign that you’re developing the piece as a whole, rather than just fixing the small problems.

A lot of the time when something you’ve written “just doesn’t work” for people, the structure is to blame. They might not be able to put the problems into words, but they can feel something’s off.

Use all the resources you can

While you might not be lucky enough to have access to an editor (Hey, Alan!), there are services that can help.

Grammarly is a writing assistant that flags common writing, spelling and grammatical errors; it’s great for catching simple mistakes and cleaning up drafts of your work. A good thesaurus (or even Thesaurus.com ) is also essential for finding just the right word. And don’t neglect a second pair of eyes: Ask relatives and friends to read over your work. They might catch some things you missed and can tell you when something is amiss.

Editing your work is at least as important as writing it in the first place. The tweaking, revisiting and revising is what takes something that could be good — and makes it good. Don’t neglect it.

Correction: This article has been updated to reflect that the phrase “kill your darlings,” originated with novelist Sir Arthur Quiller-Couch , who actually said “murder your darlings,” and not William Faulkner, to whom the phrase is often attributed.

The Writing Center • University of North Carolina at Chapel Hill

Editing and Proofreading

What this handout is about.

This handout provides some tips and strategies for revising your writing. To give you a chance to practice proofreading, we have left seven errors (three spelling errors, two punctuation errors, and two grammatical errors) in the text of this handout. See if you can spot them!

Is editing the same thing as proofreading?

Not exactly. Although many people use the terms interchangeably, editing and proofreading are two different stages of the revision process. Both demand close and careful reading, but they focus on different aspects of the writing and employ different techniques.

Some tips that apply to both editing and proofreading

  • Get some distance from the text! It’s hard to edit or proofread a paper that you’ve just finished writing—it’s still to familiar, and you tend to skip over a lot of errors. Put the paper aside for a few hours, days, or weeks. Go for a run. Take a trip to the beach. Clear your head of what you’ve written so you can take a fresh look at the paper and see what is really on the page. Better yet, give the paper to a friend—you can’t get much more distance than that. Someone who is reading the paper for the first time, comes to it with completely fresh eyes.
  • Decide which medium lets you proofread most carefully. Some people like to work right at the computer, while others like to sit back with a printed copy that they can mark up as they read.
  • Try changing the look of your document. Altering the size, spacing, color, or style of the text may trick your brain into thinking it’s seeing an unfamiliar document, and that can help you get a different perspective on what you’ve written.
  • Find a quiet place to work. Don’t try to do your proofreading in front of the TV or while you’re chugging away on the treadmill. Find a place where you can concentrate and avoid distractions.
  • If possible, do your editing and proofreading in several short blocks of time. Your concentration may start to wane if you try to proofread the entire text at one time.
  • If you’re short on time, you may wish to prioritize. Make sure that you complete the most important editing and proofreading tasks.

Editing is what you begin doing as soon as you finish your first draft. You reread your draft to see, for example, whether the paper is well-organized, the transitions between paragraphs are smooth, and your evidence really backs up your argument. You can edit on several levels:

Have you done everything the assignment requires? Are the claims you make accurate? If it is required to do so, does your paper make an argument? Is the argument complete? Are all of your claims consistent? Have you supported each point with adequate evidence? Is all of the information in your paper relevant to the assignment and/or your overall writing goal? (For additional tips, see our handouts on understanding assignments and developing an argument .)

Overall structure

Does your paper have an appropriate introduction and conclusion? Is your thesis clearly stated in your introduction? Is it clear how each paragraph in the body of your paper is related to your thesis? Are the paragraphs arranged in a logical sequence? Have you made clear transitions between paragraphs? One way to check the structure of your paper is to make a reverse outline of the paper after you have written the first draft. (See our handouts on introductions , conclusions , thesis statements , and transitions .)

Structure within paragraphs

Does each paragraph have a clear topic sentence? Does each paragraph stick to one main idea? Are there any extraneous or missing sentences in any of your paragraphs? (See our handout on paragraph development .)

Have you defined any important terms that might be unclear to your reader? Is the meaning of each sentence clear? (One way to answer this question is to read your paper one sentence at a time, starting at the end and working backwards so that you will not unconsciously fill in content from previous sentences.) Is it clear what each pronoun (he, she, it, they, which, who, this, etc.) refers to? Have you chosen the proper words to express your ideas? Avoid using words you find in the thesaurus that aren’t part of your normal vocabulary; you may misuse them.

Have you used an appropriate tone (formal, informal, persuasive, etc.)? Is your use of gendered language (masculine and feminine pronouns like “he” or “she,” words like “fireman” that contain “man,” and words that some people incorrectly assume apply to only one gender—for example, some people assume “nurse” must refer to a woman) appropriate? Have you varied the length and structure of your sentences? Do you tends to use the passive voice too often? Does your writing contain a lot of unnecessary phrases like “there is,” “there are,” “due to the fact that,” etc.? Do you repeat a strong word (for example, a vivid main verb) unnecessarily? (For tips, see our handouts on style and gender-inclusive language .)

Have you appropriately cited quotes, paraphrases, and ideas you got from sources? Are your citations in the correct format? (See the UNC Libraries citation tutorial for more information.)

As you edit at all of these levels, you will usually make significant revisions to the content and wording of your paper. Keep an eye out for patterns of error; knowing what kinds of problems you tend to have will be helpful, especially if you are editing a large document like a thesis or dissertation. Once you have identified a pattern, you can develop techniques for spotting and correcting future instances of that pattern. For example, if you notice that you often discuss several distinct topics in each paragraph, you can go through your paper and underline the key words in each paragraph, then break the paragraphs up so that each one focuses on just one main idea.

Proofreading

Proofreading is the final stage of the editing process, focusing on surface errors such as misspellings and mistakes in grammar and punctuation. You should proofread only after you have finished all of your other editing revisions.

Why proofread? It’s the content that really matters, right?

Content is important. But like it or not, the way a paper looks affects the way others judge it. When you’ve worked hard to develop and present your ideas, you don’t want careless errors distracting your reader from what you have to say. It’s worth paying attention to the details that help you to make a good impression.

Most people devote only a few minutes to proofreading, hoping to catch any glaring errors that jump out from the page. But a quick and cursory reading, especially after you’ve been working long and hard on a paper, usually misses a lot. It’s better to work with a definite plan that helps you to search systematically for specific kinds of errors.

Sure, this takes a little extra time, but it pays off in the end. If you know that you have an effective way to catch errors when the paper is almost finished, you can worry less about editing while you are writing your first drafts. This makes the entire writing proccess more efficient.

Try to keep the editing and proofreading processes separate. When you are editing an early draft, you don’t want to be bothered with thinking about punctuation, grammar, and spelling. If your worrying about the spelling of a word or the placement of a comma, you’re not focusing on the more important task of developing and connecting ideas.

The proofreading process

You probably already use some of the strategies discussed below. Experiment with different tactics until you find a system that works well for you. The important thing is to make the process systematic and focused so that you catch as many errors as possible in the least amount of time.

  • Don’t rely entirely on spelling checkers. These can be useful tools but they are far from foolproof. Spell checkers have a limited dictionary, so some words that show up as misspelled may really just not be in their memory. In addition, spell checkers will not catch misspellings that form another valid word. For example, if you type “your” instead of “you’re,” “to” instead of “too,” or “there” instead of “their,” the spell checker won’t catch the error.
  • Grammar checkers can be even more problematic. These programs work with a limited number of rules, so they can’t identify every error and often make mistakes. They also fail to give thorough explanations to help you understand why a sentence should be revised. You may want to use a grammar checker to help you identify potential run-on sentences or too-frequent use of the passive voice, but you need to be able to evaluate the feedback it provides.
  • Proofread for only one kind of error at a time. If you try to identify and revise too many things at once, you risk losing focus, and your proofreading will be less effective. It’s easier to catch grammar errors if you aren’t checking punctuation and spelling at the same time. In addition, some of the techniques that work well for spotting one kind of mistake won’t catch others.
  • Read slow, and read every word. Try reading out loud , which forces you to say each word and also lets you hear how the words sound together. When you read silently or too quickly, you may skip over errors or make unconscious corrections.
  • Separate the text into individual sentences. This is another technique to help you to read every sentence carefully. Simply press the return key after every period so that every line begins a new sentence. Then read each sentence separately, looking for grammar, punctuation, or spelling errors. If you’re working with a printed copy, try using an opaque object like a ruler or a piece of paper to isolate the line you’re working on.
  • Circle every punctuation mark. This forces you to look at each one. As you circle, ask yourself if the punctuation is correct.
  • Read the paper backwards. This technique is helpful for checking spelling. Start with the last word on the last page and work your way back to the beginning, reading each word separately. Because content, punctuation, and grammar won’t make any sense, your focus will be entirely on the spelling of each word. You can also read backwards sentence by sentence to check grammar; this will help you avoid becoming distracted by content issues.
  • Proofreading is a learning process. You’re not just looking for errors that you recognize; you’re also learning to recognize and correct new errors. This is where handbooks and dictionaries come in. Keep the ones you find helpful close at hand as you proofread.
  • Ignorance may be bliss, but it won’t make you a better proofreader. You’ll often find things that don’t seem quite right to you, but you may not be quite sure what’s wrong either. A word looks like it might be misspelled, but the spell checker didn’t catch it. You think you need a comma between two words, but you’re not sure why. Should you use “that” instead of “which”? If you’re not sure about something, look it up.
  • The proofreading process becomes more efficient as you develop and practice a systematic strategy. You’ll learn to identify the specific areas of your own writing that need careful attention, and knowing that you have a sound method for finding errors will help you to focus more on developing your ideas while you are drafting the paper.

Think you’ve got it?

Then give it a try, if you haven’t already! This handout contains seven errors our proofreader should have caught: three spelling errors, two punctuation errors, and two grammatical errors. Try to find them, and then check a version of this page with the errors marked in red to see if you’re a proofreading star.

Works consulted

We consulted these works while writing this handout. This is not a comprehensive list of resources on the handout’s topic, and we encourage you to do your own research to find additional publications. Please do not use this list as a model for the format of your own reference list, as it may not match the citation style you are using. For guidance on formatting citations, please see the UNC Libraries citation tutorial . We revise these tips periodically and welcome feedback.

Especially for non-native speakers of English:

Ascher, Allen. 2006. Think About Editing: An ESL Guide for the Harbrace Handbooks . Boston: Wadsworth Cengage Learning.

Lane, Janet, and Ellen Lange. 2012. Writing Clearly: Grammar for Editing , 3rd ed. Boston: Heinle.

For everyone:

Einsohn, Amy. 2011. The Copyeditor’s Handbook: A Guide for Book Publishing and Corporate Communications , 3rd ed. Berkeley: University of California Press.

Lanham, Richard A. 2006. Revising Prose , 5th ed. New York: Pearson Longman.

Tarshis, Barry. 1998. How to Be Your Own Best Editor: The Toolkit for Everyone Who Writes . New York: Three Rivers Press.

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How to Edit a Page in Wikipedia

Last Updated: September 20, 2023

wikiHow is a “wiki,” similar to Wikipedia, which means that many of our articles are co-written by multiple authors. To create this article, 42 people, some anonymous, worked to edit and improve it over time. This article has been viewed 53,651 times. Learn more...

Sometimes, while taking a look at a Wikipedia article, you might find a mistake in it. Here's how to edit a page.

It's recommended to create an account before doing this action. If you already have an account, log in. If you don't, you might want to create one to keep all your contributions in your account under your username. If you want to edit without an account, then continue below.

Editing an Unprotected Page

Image titled EditingaWikipediapage2.png

  • Take a look again. Did you accidentally remove a word? Is there is anything else you could correct?

Image titled EditingaWikipediapage5.png

Editing a Protected Page

  • 1 Go to the protected page.
  • 2 Click on "View source".
  • 3 Click Submit an edit request .
  • 4 Fill in the space between {{subst:trim|1= and }} stating unambiguously what you want to do. If what you are doing is ambiguous, consider discussing the edit on the talk page before making the edit.
  • 5 Click on Show preview . This allows you to view how the changes will appear on the talk page.
  • 6 Click Publish changes .

Community Q&A

Hello903hello

Wiki formatting

Putting in:.

  • section headings between two equals signs, e.g.: ==Hello there== ;
  • subheadings between three equals signs, e.g.: ===Hello there=== ;
  • italic text between two apostrophes (NOT double quotes) - e.g. '' Hello there'' makes: Hello there ;
  • bold text between three apostrophes - e.g. ''' Hello there''' makes: Hello there ;
  • bold "and" italic text between five apostrophes - e.g. ''''' Hello there''''' makes: Hello there ;
  • [[Say Hello in Different Languages|Say Hello]] would link in a wikiHow article to: Say Hello and
  • external web-link entire URL between single square brackets (check spelling & punctuation) - e.g. [http://www.hello-there.com] (with "http://") will link to the webpage at http://www.hello-there.com . Basically, external links are set up like internal links, only with one set of brackets, and a space instead of a | separator;
  • "block indent" of unnumbered line or paragraph, put a colon (:) beginning the line (2 colons = double indent) actually skips lines ;
  • more bullet points within a bulleted list , use a double star (**) beginning each line
  • Third level bullet points within a bulleted list , use a triple star (***) beginning each line
  • (That was done here and the one above for example) .
  • But, that would disrupt a numbered list... See the note at the end of the numbering section.

Automatic wiki numbering:

  • numbered list , put a hash (#) beginning each line.
  • insert a new numbered line , strike "Enter" where you want the line and put a hash (#) and write your text and it will automatically renumber all the lines below. That's the basics of numbering!
  • bullet point list within the main numbered list , put a hash and a star (#*) beginning each line
  • To add extra blank lines as above before the bulleted sub-list, and also below before the indented numbered list use <br><br> at the end of the line before where extra lines are desired.
  • put a double hash (##) beginning each line
  • Third level numbering put a triple hash (###) beginning each line
  • "br" means line break (to break the line and go to the next line) so several of them will make several blank lines...
  • Use this extra formatting for a good reason not for fun.

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How to Edit a wikiHow Page

Last Updated: November 3, 2022

wikiHow is a “wiki,” similar to Wikipedia, which means that many of our articles are co-written by multiple authors. To create this article, 162 people, some anonymous, worked to edit and improve it over time. This article has been viewed 80,237 times.

wikiHow is a wiki, so anyone can edit it, even people who don't have an account! When you have saved your very first edit, you have become a wikiHow editor! Here are some simple instructions:

Image titled Edit a wikiHow Page Step 1

Using the Edit Link

Image titled Edit a wikiHow Page Step 2

  • On the mobile website you will essentially be working from the Advanced Editor which requires the use of wiki-markup. However, changing the website URL you entered in from, from m.wikihow to www.wikihow, will enable you to use a slightly more user-friendly interface in Guided Editor that handles some of the markup for you automatically.
  • You don't need to have an account to make an edit from desktop. However, it's always advised that you create an account to make edits.

Image titled Edit a wikiHow Page Step 3

  • Review the Writer's Guide and How to Format a wikiHow Article for proper format.
  • Make sure you also copyedit for spelling, punctuation and grammatical errors.

Image titled Edit a wikiHow Page Step 4

  • You can cancel your edit if need be, and you can view the changes in the code between the previous version of the article and what you have written. You can also save a draft of your work if desired. Only publish the final draft of your work.

Image titled Edit a wikiHow Page Step 5

Sometimes, there just isn't an edit button. Luckily, here's how to do it then.

  • 1 Select the URL of the page. The URL is the address of a website, or the text located right below tabs.
  • Remember to add it to the end, not the front.

Community Q&A

Joel

Wiki formatting

Putting in:.

  • section headings between two equals signs, e.g.: ==Hello there== ;
  • subheadings between three equals signs, e.g.: ===Hello there=== ;
  • italic text between two apostrophes (NOT double quotes) - e.g. '' Hello there'' makes: Hello there ;
  • bold text between three apostrophes - e.g. ''' Hello there''' makes: Hello there ;
  • bold "and" italic text between five apostrophes - e.g. ''''' Hello there''''' makes: Hello there ;
  • [[Say Hello in Different Languages|Say Hello]] would link in a wikiHow article to: Say Hello and
  • external web-link entire URL between single square brackets (check spelling & punctuation) - e.g. [http://www.hello-there.com] (with "http://") will link to the webpage at http://www.hello-there.com . Basically, external links are set up like internal links, only with one set of brackets, and a space instead of a | separator;
  • "block indent" of unnumbered line or paragraph, put a colon (:) beginning the line (2 colons = double indent) actually skips lines ;
  • more bullet points within a bulleted list , use a double star (**) beginning each line
  • Third level bullet points within a bulleted list , use a triple star (***) beginning each line
  • (That was done here and the one above for example) .
  • But, that would disrupt a numbered list... See the note at the end of the numbering section.

Automatic wiki numbering:

  • numbered list , put a hash (#) beginning each line.
  • insert a new numbered line , strike "Enter" where you want the line and put a hash (#) and write your text and it will automatically renumber all the lines below. That's the basics of numbering!
  • bullet point list within the main numbered list , put a hash and a star (#*) beginning each line
  • To add extra blank lines as above before the bulleted sub-list, and also below before the indented numbered list use <br><br> at the end of the line before where extra lines are desired.
  • put a double hash (##) beginning each line
  • Third level numbering put a triple hash (###) beginning each line
  • "br" means line break (to break the line and go to the next line) so several of them will make several blank lines...
  • Use this extra formatting for a good reason not for fun.
  • Learn how to Contribute to wikiHow. Thanks Helpful 0 Not Helpful 0
  • Use the Randomizer if you want to be taken to a random article to edit. Thanks Helpful 0 Not Helpful 0
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A Step-by-Step Guide to Journal Editing

A Step-by-Step Guide to Journal Editing

Publication is the lifeblood of academics and researchers. As you advance in your career, publication in reputable journals is a key step to getting where you want to go. So how can one go about getting their work published in a reputable journal? Of course, conducting high-quality research is the first step. However, that’s not enough to get your paper published. More than three million papers are submitted annually to academic journals. Many of them contain interesting or even groundbreaking research. One of the main criteria for getting your article published is the writing quality. You need to clearly communicate to your fellow researchers and academics. That’s why we’re going to explain each step necessary to perform journal editing.

What is Journal Editing? To put it simply, journal editing is the process of preparing your article for publication in an academic or professional journal. Once you have written your rough draft, it is time to begin the journal editing process. However, you shouldn’t just dive in. You need a plan. Journal editing is an intensive process, as shown by the existence of many academic journal editors , journal editing services, and scientific manuscript editing services that perform journal editing full time. Here are a few things you’ll need to get started:

  • A copy of the Author Guide or instructions for authors published by the journal, if available
  • Knowledge of the journal’s word or page requirements (minimum and maximum count)
  • An understanding of the citation style used by the journal you want to submit your work to (MLA, APA, Chicago)

Many reputable journals have author guides ready-made for article submission, as they maintain strict guidelines for how articles should be written and formatted. Author guides can usually be found on a journal’s website, but if you don’t see any instructions, don’t hesitate to reach out and email the journal before you begin the process of journal editing. You’ll definitely need to know if there are any word minimums or maximums and what citation style is preferred, so ask about that too. Some academic journals don’t have a required citation style. If that’s the case, then you should choose a style that you are familiar with and that is appropriate to your academic discipline.

How Do I Begin Journal Editing? Once you know the basic requirements of the journal you will submit your article to, it’s time to get started. Journal article editing consists of:

  • Content editing- analyze and revise the content of your paper
  • Citation management- ensure that citations are where they should be and are accurate
  • Formatting- make your paper look pretty
  • Proofreading- give your paper a final review to check for any technical errors

You should begin the process of journal editing by editing the content of your work. Many professional academic journal editors and journal editing services recommend making a reverse outline of your paper if you are editing your own work. A reverse outline is exactly what it sounds like. Instead of making an outline before you write, you should read your paper and make an outline as you go. Write down your hypothesis/thesis statement and then the main ideas of the paragraphs in each of your sections. The end result should be a clear roadmap. Most writers identify errors or confusing points in this process, which is the main objective of making a reverse outline. Use this to help you go back and refine the organization and content of your paper.

Of course, if you find it difficult to review your own work objectively, there are numerous journal editing services available online. If your research is highly specialized, you may need to look for a scientific manuscript editing service for editing assistance.

Next Steps: Citation Management and Formatting Once you’re satisfied with the content of your article, it’s time to work on your citations and formatting. There are citation generator tools online that can help you with this aspect. However, it’s always a good idea to double-check your work, so you can refer to the relevant online style manual when you aren’t sure how to properly format your citations. You should only work on your citations when content editing has been finalized. Otherwise, it’s easy to forget to add or delete something from the references/works cited section of your paper.

When your content is edited and all of your citations are in order, it’s time to move on to formatting. Many citation guides have their own rules for formatting. If the journal you will submit to does not have its own formatting guide but instructs you to use APA style citation, for example, you can refer to the APA Manual of Style to see how headings should be formatted. Go through your paper section by section to make sure that headlines are bold, centered, italicized, or numbered as necessary.

Final Steps: Proofreading and Submission Once you’ve completed your formatting and your references are in order, it’s time for the final step of journal editing: proofreading. Proofreading involves a careful review of each line of your article to ensure there are no typographical, spelling, punctuation, or grammatical errors. You should never just run a spell check and call it a day. Many minor errors can slip past even the best automated spell-checking programs and increase your chances of being rejected. This is why journal editing services often hire proofreaders in addition to academic journal editors. The more people read your paper before submission, the lower the likelihood of a mistake slipping past. Once you have finished proofreading and are sure your article is the best it can be, you’re done with journal editing. It’s time to submit it to the academic journal you have chosen, and hope for the best!

If the process of journal editing sounds like a lot of work, that’s because it is. It’s one reason that journal editing services and scientific manuscript editing services have become so popular. In addition to the benefit of having another set of eyes reviewing your work, having someone else do journal editing for your article can save you a lot of time. Whether you do your own journal editing or hire a journal editing service, make sure that you prepare your article as carefully as possible to increase your chances of being accepted.

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Frequently asked questions about Copilot in Word

Copilot in Word is part of Microsoft 365 Copilot, a set of intelligent writing assistance features in Word which are built on top of the latest large language models. They can help you with the most critical tasks when you work on a document, across text content creation, comprehension, and more. 

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What can Copilot in Word do?  

Copilot in Word combines the power of large language models (LLMs) with Word data to provide writing suggestions, summarization, and Q&A capability in real-time to help you stay productive in the workplace. 

What are Copilot in Word's intended uses? 

Generate a document by asking Copilot what you want to write about, with support to include up to three files as a reference.

Generate content based on context of the existing content in the document, with support to include files as a reference.

Provide a summary of a document through a chat interface.

Provide answers to your questions based on the content in a document through a chat interface.

Create text content through a chat interface.

How was Copilot in Word evaluated? 

Copilot in Word was evaluated through extensive manual and automatic testing on top of Microsoft internal usage and public data. More evaluation was performed over custom datasets for offensive and malicious prompts (user questions) and responses. In addition, Copilot in Word is continuously evaluated with user online feedback. 

What are the limitations of Copilot in Word? How can users minimize the impact of Copilot in Word’s limitations when using the system? 

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What should I do if I see unexpected or offensive output when using Copilot in Word? 

Copilot in Word includes filters to block offensive language in the prompts and to avoid synthesizing suggestions in sensitive contexts. We continue to work on improving the filter system to more intelligently detect and remove offensive outputs. If you see offensive outputs, please submit feedback in Word using the thumbs up/thumbs down feedback in the Copilot UI so that we can improve our safeguards. Microsoft takes this challenge very seriously and we are committed to addressing it.

Can I trust what Copilot in Word creates? 

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Enhance your news editing skills with these 10 tips

By sylvia smith sep 1, 2021 in journalism basics.

typing

Write short. It’s much harder than writing long. Although there’s infinite space online, there is not infinite attention among readers.

If you are editing a story, your goal is to shorten and enliven the article so it will attract (and keep) the attention of your readers.

Here are 10 editing tips that will help you tighten and sharpen news stories:

(1) Read each paragraph from the bottom up.

You are looking for missing words, improper punctuation, and bad syntax. By reading from the bottom, you will focus on the basics of English writing and are more likely to identify mistakes.

(2) Read the article aloud.

If you have to take a breath in a sentence, that sentence is too long. Shorten it.

(3) Make “bullets” ( ● ) your friends.

Organize your stories by creating bulleted lists. This can help you avoid awkward or wordy transitions.

[Read more: Tips for editors who work with freelancers]

(4) know your audience..

Don’t use terminology those readers will not encounter in everyday life. Use references they will understand.

(5) Avoid certain words for the sake of clarity or conciseness.

Examples include:

  • Most synonyms for “said.”
  • “In order to.” The word “to” suffices.
  • “Start to.” In almost all cases, the verb that comes after “start to” can stand on its own.
  • “That” after an action verb. No: She said that Mondays are good days. Yes: She said Mondays are good days.
  • “Really” and “very,” as in “really fun” or “very hard.” Neither adds any precision, so why use it?
  • “Currently.” If you use a present-tense verb (such as “is”), “currently” is redundant. No: I currently have a cold. Yes: I have a cold.
  • Many “ing” words. They often complicate sentences and add unnecessary words. No: I am going to travel to Canada. Yes: I will go to Canada. No: I will be fighting for change. Yes: I will fight for change.

(6) Look for redundant phrases. 

Brand new; absolutely essential; tragic death; consensus of opinion; circle around. Eliminate the redundancy. Shorter and simpler: new, essential, death, consensus, circle.

(7) Small edits can add up to big savings (in the length of your story).

If you can cut six words in each paragraph of the average 250-word article, that’s about 60 words (or two paragraphs) of additional information you can add. Your “trims” can add up. Here’s an example of how you can do it:

President Trump said on Saturday night that he would not impose a quarantine on New York, New Jersey and Connecticut but would instead issue a “strong” travel advisory to be implemented by the governors of the three states. (38 words)

President Trump will not order a quarantine for New York, New Jersey and Connecticut, he said Saturday night, but will issue a “strong” travel advisory to be carried out by the governors. (32 words)

(8) Ask whether the first paragraph (or two) of the story is necessary.

Often, the lead (or “lede”) of your story is buried several sentences into the story. Here’s an example from the early days of the coronavirus pandemic in the U.S.:

Art studios may not meet the criteria for “essential business,” but for many artists they are essential to making a living. Lisa Hersey is a self-employed bookbinder who operates her business, Antler Editions, out of a studio at Cottage Street Studios, where she also works with another artist in the building as an employee. Both businesses were shuttered this week as Gov. Charlie Baker ordered all nonessential businesses to cease in-person operations. “I have no income, except for my very small unemployment check that I’m getting right now,” Hersey said Thursday. Hersey may be cut off from her studio, but in that sense, she’s not alone in this city of artists…. Hersey understands the safety need for the order, but noted, “I also need to pay my bills that aren’t stopping.”

[Read more: Supercharge your Twitter skills with these five tricks]

Here’s a revised version of the same story that is shorter and more focused:

Barred from her one-woman bookbinding studio because of the state’s closure of all nonessential businesses, Lisa Hersey is scraping by. “I have no income except for my very small unemployment check.” Hersey understands the safety need for the order, but “I also need to pay my bills.” It’s a bind Hersey shares with many other artists, including her neighbors at the Cottage Street Studios.

(9) Let the article “cook.”

Go to lunch, work on something else, grab a coffee. Come back and read it with fresh eyes. You may find something else to cut.

(10) To practice your editing skills, give yourself this assignment on something you have written. 

The assignment: How can I reduce it by 50 words without omitting anything important? Good luck.

This article  was originally published by globalbusinessjournalism.com .  It was republished on IJNet with permission.

Photo by  Christina @ wocintechchat.com  on  Unsplash .

IJNet provides the latest tips, trends and training opportunities in eight languages . Sign up here for our weekly newsletter:

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Article Editing

Writing and Editing for Journalistic Style

Article editing helps ensure that your articles follow journalistic format and styling.

The following information will help you craft an article with a professional, experienced, and objective tone used in most publications.

What is an article?

An article is a report of an important news story. It may be a short blurb about breaking news or a long-form, in-depth analysis of an important topic or issue. Newspapers and websites publish articles that appeal to their readers.

Get a FREE QUOTE for Our Fast, Reliable, Professional Services! We’ll help you deliver professional content tailored to your target audience. With us on your team, you'll get the best results. Get Started Today! How do you write and edit articles?

You should write articles in the journalistic style. Journalistic style differentiates an article from other kinds of writing. An article always starts with the most important piece of information. You can then mention more extraneous details.

An article will often include the following:

  • Headline: A headline needs to be bold and attention grabbing. Editors sometimes write the headline, but you should still give your article a title.
  • Angle: The hook of the story is what readers are going to pay attention to. Why is this story important? What makes it unique?
  • Introduction: The introduction should sum up the most important information first. Articles can jump around in place and time. You don’t have to “start at the beginning.”
  • Quotes: Writers use articles to gather reactions to important events. Quotes are the foundation of journalism. You need to integrate them into the body of the article.

Articles can be about major world issues or small neighborhood events. To practice writing articles, don’t worry about whether your article could get published. Instead, find something interesting and have fun. Readership will follow.

Article Editing Services

Elite Editing provides article proofreading and other document proofreading services. Article editors will check for journalistic format and styling. They will help you craft the professional, experienced tone used in most publications.

Our article and journal editing services include:

  • Review of spelling, grammar, punctuation, and syntax
  • Comparison to journalistic structures and standards
  • Check of formatting for all quotes
  • Overview of structure, styling, and integration of graphic elements
  • Comprehensive look at the voice and tone of the piece

Write your first article or your hundredth with the help of Elite Editing.

1. Ragan.com, “25 Editing Tips for Your Writer’s Toolbox” http://www.ragan.com/Main/Articles/25_editing_tips_for_your_writers_toolbox__46956.aspx

2. Writer’s Digest , “Write a How-To Article in 6 Easy Steps” http://www.writersdigest.com/whats-new/write-a-how-to-article-in-6-easy-steps

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  • Configure AWS Identity and Access Management (IAM) Role for Voice
  • Grant Agents Access to View Agent Statuses When Transferring Calls
  • Add a Queue in the Contact Center
  • Add a Group to the Contact Center and Queues
  • Service Cloud Voice
  • Wrap Up After a Call
  • Activate Disaster Recovery for Amazon Connect
  • Set Up User Verification
  • Persist Secure Messaging History Across Multiple Devices with User...
  • Understanding User Verification
  • Troubleshooting User Verification
  • User Verification Terms
  • Turn On Swarming
  • Use a Desk Phone
  • Tips on Writing Solutions
  • View the List of Users with Survey Access
  • Share Surveys with Users
  • Use the Perform Survey Sentiment Analysis for User-Selected Question...
  • Add the Survey Invitations Related List to Standard Object Record...
  • Share and Grant Access to Surveys
  • View the Usage of Survey Responses
  • Use Rules to Target Survey Participants
  • Validate Short-Text Responses
  • Send Surveys During a Marketing Campaign
  • Survey Question Properties
  • Specify the Survey Language for External Participants
  • Translate Surveys
  • Link to Webpages from the Thank You Page
  • Share Survey Invitations with Users
  • Use a Flow Action to Get Sentiment Insights
  • Use the Perform Survey Sentiment Analysis Flow Template
  • Send Survey Invitations with the Send Survey Action
  • Send Survey Invitation Links
  • Create an AWS Account and Assign Permissions
  • Send Surveys to Digital Engagement Channels by Using a Flow Action
  • Email Survey Invitations to a Group of Participants
  • Email Survey Invitations to Individuals
  • Create a Named Credential
  • Create Survey Data Maps for Sentiment Insights
  • Set Up Salesforce Email Composer to Use with Surveys
  • Create Data Maps to Send Custom Notifications Based on Survey...
  • Share a QR Code that Contains a Survey Invitation Link
  • Send Surveys to a Different Salesforce Org
  • Use APIs to Get Responses from Unauthenticated Guest Users
  • Create Surveys That Participants Can Complete from the Email...
  • Select the Access Level for Merge Fields
  • Insert Images in Survey Pages
  • Create a Data Map for Survey Responses
  • Generate Survey Invitations for Contacts, Person Accounts, and Leads
  • Enable Sentiment Insights
  • Create a Custom Report Type to View Survey Scores
  • Gather Feedback at the End of a Messaging Session
  • Track Satisfaction Across a Customer's Lifecycle
  • Add Topics to Survey Records
  • Export Survey Responses
  • Create a Survey Version
  • Insert Responses from Previous Questions
  • Enable Surveys and Configure Survey Settings
  • Define Default Settings
  • Customize the Thank You Message
  • Show Survey Progress to Participants
  • Insert Merge Fields
  • Delete a Survey
  • Add a Survey to Any Lightning Record Page
  • Create a Custom Report Type to View Related Record Details
  • Create a Standard Survey
  • Create Alerts for Survey Responses
  • Create a Survey from a Copy
  • Create Survey Data Maps to Create or Update Records
  • Create a Basic Survey
  • Create a Timeline to View Survey Responses
  • Assign Customer Lifecycle Analytics User Permissions
  • Enable Auto-Progress to the Next Survey Page
  • Set Field-Level Security to Enable Creation of the Customer...
  • Create a Data Map to Get Alerts
  • Configure Variables for Merge Fields
  • Configure Feedback Scorecards
  • Assign Permissions to Guest Users to Respond to Surveys
  • Assign Customer Lifecycle Analytics Administrator Permissions
  • Add the Survey Invitations and Responses Related List to Object...
  • Schedule the Dataflow for the App
  • Set Up Engagement Channel
  • Enable CRM Analytics
  • Create and Share an App from the Customer Lifecycle Analytics Template
  • Add the Send Survey Action to Object Page Layouts
  • Show Questions Based on Responses to Questions on the Same Page
  • Show Survey Pages Based on Merge Fields
  • Use Swarming in Lightning Experience
  • Swarm in Lightning Experience
  • Setting Up Your Service Catalog Site
  • Verify the Service Catalog Pages Installation
  • Show Survey Pages Based on Responses
  • Swarm in Slack
  • Configure the Search Page
  • Service Catalog Site Resource Hub
  • LWR Service Catalog Site Guidelines
  • Service Catalog Site Licensing
  • Service Catalog Site Permissions Assignments
  • Set Up the Service Catalog Pages
  • Set Up Your Site Navigation Menu
  • LWR Setup Pathway
  • Set Up the Search Page
  • Set Up the Service Catalog Request Page
  • Preparing to Build Your Service Catalog Site
  • Launching Your Service Catalog Site
  • Configure the Home Page
  • Add Data Categories to Your Site
  • Set the Service Catalog Site Setup Configurations
  • What Is the Service Catalog Site?
  • Building Your Service Catalog Site
  • Aura Setup Pathway
  • Service Catalog Permissions
  • Service Catalog Site Glossary
  • Getting Oriented with the Service Catalog Site
  • Catalog Requests
  • Catalog Fulfillments
  • Retrieve Catalog Item Metadata
  • Create a Catalog Category
  • Service Catalog
  • Surveys FAQs
  • Create a Catalog Item
  • Create a Catalog Fulfillment
  • Determining Your Setup Pathway
  • Create a Data Category Group
  • Set Up and Work with Service Console
  • Collaborate in an Experience Builder Site
  • Increase Your Productivity in the Service Console
  • More Service Cloud Features
  • Service Cloud Reporting
  • Individual-Object Linking
  • Set Up Service-Level Agreements in Service Cloud
  • Provide Self-Service in a Help Center
  • Service Cloud Routing
  • Email-to-Case Threading
  • Service Cloud Channels
  • Channel Tools
  • Manage and Work with Cases
  • Set Up Service Cloud Basics
  • Deleting Solutions
  • Solutions Overview
  • Assign Social Customer Service Agents
  • Searching for Solutions
  • Work with Solutions
  • Social Customer Service Setup Options
  • Multilingual Solutions Overview
  • Suggested Solutions Overview
  • Enable Multilingual Solutions
  • Displaying and Selecting Solutions
  • Solve Cases
  • Add Solutions
  • Viewing Solution Lists
  • HTML Solutions Overview
  • Categorizing Solutions
  • Set Feed Tracking
  • Manage Social Personas
  • Solutions Home
  • Enable Social Customer Service
  • Solution Fields
  • Configure Inbound Social Posts
  • Set Up Social Customer Service with a Guided Setup Flow
  • Add Social Accounts to Social Customer Service
  • Set Up Social Customer Service
  • Set Multilingual Solution Statuses
  • Manage Social Posts
  • Data Populated into Social Objects for Social Customer Service
  • Format Case Content from Social Posts
  • Solution History
  • How to Reconnect a Social Account
  • Social Customer Service
  • Configure the Social Conversations Component
  • Engage and Respond Using Social Customer Service
  • Connect to Customers with Social Customer Service
  • Enable Moderation for Social Customer Service
  • Create the Social Action Interface
  • Tour the Social Conversations Component
  • Enable Social Post Approvals
  • Enable Service Post Reply Without a Case
  • Social Action Tips
  • Default Apex Class History
  • Default Apex Class Process
  • Apex Tests for the Default Apex Class
  • Default Apex Class Reference
  • Customize Additional Chat Branding
  • Modify the Default Apex Class
  • Administer Social Customer Service
  • Create an Embedded Service Deployment
  • Embedded Chat Limitations
  • Test Your Embedded Chat Window
  • Add Your Embedded Chat to a Website
  • Specify the Chat Settings for Your Embedded Chat Deployment
  • Set Up Your Embedded Chat Window
  • Translate Your Chat Window
  • Specify Your Chat Window’s Settings
  • Customizable Parameters in the Embedded Chat Code
  • Embedded Chat
  • Customize the General Branding for Your Chat Window
  • Customize Post-Chat Surveys
  • Customize the Embedded Service Code Snippet
  • Add Your Chat Window to an Experience Site
  • Use Custom Components With Your Chat Window
  • Customize the Embedded Pre-Chat Form
  • Customize the Embedded Chat Offline Form
  • Managing and Viewing Shift Schedules
  • Shift Scheduling Tools
  • Shift Scheduling
  • Shift Scheduling Considerations and Limits
  • Create and Assign Skills
  • Set Up Swarming
  • Take Action in Slack
  • Turn On and Customize Web-to-Case
  • Create Queues
  • Set Up Email-to-Case
  • Set Up Swarming User Permissions
  • Configure Swarming Flows
  • Prepare for Web-to-Case
  • Limitations and Considerations for Swarming
  • Change a Swarm Record’s Slack Channel Name
  • Manage Swarming
  • Set Up Lightning Knowledge with a Guided Setup Flow
  • Set Up Agent Statuses and Capacity
  • Set Up a Collaboration Tool for Swarming
  • Give Users Access to Presence Statuses with Profiles
  • Give Users Access to Presence Statuses with Permission Sets
  • Supported Objects for Omni-Channel
  • Presence Status Settings
  • Routing Configuration Settings
  • Set Up Omni-Channel
  • Service Channel Settings
  • Omni-Channel Routing Model Options
  • Service Cloud Printed Resources
  • Test Your Omni-Channel Implementation
  • Add the Omni-Channel Widget to the Classic Console
  • Manage Contact Center Queues in Salesforce and Your Telephony...
  • Create Routing Configurations for Your Queues
  • Understand Capacity Models
  • Create Presence Statuses
  • Associate Routing Configurations and Agents with Queues
  • Create Presence Configurations
  • Presence Configuration Settings
  • Control Visible Work Item Details in Omni-Channel with Compact Layouts
  • Create Service Channels
  • Work with Contract Line Items
  • Map Your Salesforce Queues to Telephony Provider Queues
  • Contract Line Item Fields
  • Work with Service Contracts
  • Guidelines for Working with Service Contracts
  • Map Your Existing Salesforce Users to Telephony Provider Users
  • Guidelines for Working with Contract Line Items
  • Service Contract Fields
  • Import the CSV into the CallCenterRoutingMap Salesforce Object
  • Generate the Call Center Routing Map with Telephony User Information
  • Self-Service Page Attributes
  • What Is Service?
  • Service Cloud
  • View the Sharing Rules Report for Portal Users
  • View the Object Access and Field-Level Security Report for Portal...
  • View the Administrative and User Permissions Report for Portal Users
  • View the Sharing Organization-Wide Defaults Report for Portal Users
  • Portal Health Check
  • Synonym Groups for Article Searches
  • Accessing Service Cloud on Mobile Devices
  • When do rules execute?
  • Limits for Assignment, Auto-Response, and Escalation Rules
  • Escalation Rule Entries
  • Set Up Escalation Rules
  • Escalation Rule Examples and Best Practices
  • Monitor the Case Escalation Rule Queue
  • Escalation Actions
  • Differences Between Auto-Response Rules and Workflow Email Alerts
  • Reviewing Solutions
  • Resetting Self-Service User Passwords
  • Tips for Effective Support Reporting
  • Use Custom Report Types to Report on Support Activity
  • Multi-Language Support
  • Reply Recommendations Key Concepts
  • Track Your Einstein Reply Recommendation's Performance
  • Give Agents Access
  • Preparing for Einstein Reply Recommendations
  • Enable Einstein Service Replies
  • Maintain Your Recommended Replies
  • Service Replies Credit Usage and Tracking
  • Service Replies in the Console
  • Use Reply Recommendations in the Lightning Service Console
  • Einstein Service Replies
  • Set Up Einstein Reply Recommendations
  • Review and Publish Replies
  • Einstein Reply Recommendations
  • Build Your Recommendation Model
  • Enable Einstein Reply Recommendations
  • Give Agents Access to Reply Recommendations
  • Activate Your Reply Recommendation Model
  • Reopen a Swarm in Lightning Experience
  • Survey Objects for Report Types
  • Surveys Resources
  • Survey Question Types
  • What’s Messaging for In-App and Web?
  • Relate Records to Survey Invitations and Responses
  • Design Your Quick Text Strategy
  • Share Quick Text Using a Folder in Lightning Experience
  • Share a Single Quick Text in Salesforce Classic
  • Share Quick Text
  • Set Up and Use Quick Text
  • Monitor Queue Members with Reports
  • Quick Text Considerations
  • Create Quick Text Messages
  • Insert and Use Quick Text
  • Enable Quick Text
  • Swarm with Quick Actions
  • Give Users Access to Quick Text
  • Promote Articles in Search Results
  • Manage Promoted Search Terms in Knowledge Articles
  • Prepare to Route to Skills
  • Prepare to Route to Queues
  • Prepare to Route to Agents
  • Preparation for Setting Up Your Portal
  • Set Up Expert Finder for Swarming
  • Plan for Messaging for In-App and Web
  • Using the Portals Tab
  • Assigned Work Tab
  • Set Up a Status-Based Capacity Model
  • Transfer a Work Item to a Different Skill Set
  • Support and Train Your Agents
  • How Does Skills-Based Routing Differ from Queue-Based Routing?
  • Use the Omni-Channel Widget to Work with Customers
  • Create Service Resources for Agents
  • Set Up Omni Supervisor
  • Enable Omni Supervisor
  • Queues Backlog Tab Fields
  • Store Screen Pop Instructions in a Variable
  • How After Conversation Work Affects Agent Capacity
  • Queues Backlog Tab
  • Wallboard Tab Fields
  • Wallboard Tab
  • Skills Backlog Tab Fields
  • Assigned Work Tab Fields
  • Invoke an Omni-Channel Flow to Route Non-Real-Time Objects
  • Skills Backlog Tab
  • Assign Skills to Service Resources
  • Get to Know the Omni Supervisor Tabs
  • Route to a Skill
  • Enable Skills-Based Routing
  • Sort and Filter in Omni Supervisor
  • Enable Supervisors to Change Agent Queues and Skills
  • Change Queues and Skills Assigned to Agents
  • Skills-Based Routing Limitations
  • Agents Tab Fields
  • Create Skills for Skills-Based Routing
  • Show the Default Actions on Omni Supervisor Tabs
  • Access Omni-Channel Setup Home
  • Set Up Agents’ Capacities
  • Setting Up Custom Actions on Omni Supervisor Tabs
  • Set Access to Presence Statuses
  • Show All Offline Agents in Omni Supervisor
  • Set Up Secondary Routing Priority
  • Route Work Items to Queues
  • Route Work Items to Skills
  • Route Work Items to an Enhanced Bot
  • Route Work Items Directly to a Specific Agent
  • Route Work with Omni-Channel
  • Prerequisites to Route Work to Skills
  • Choose Your Routing Destination
  • Route to a Queue
  • Configure Your Routing Rules
  • Basic Routing
  • Route Chats to a Queue
  • Assign an Omni-Channel Flow to a Phone Channel
  • Assign an Omni-Channel Flow to Route Cases from Email-to-Case
  • Route to a Bot
  • Route Calls to a Queue
  • Route to an Agent
  • Route Messages to a Queue
  • Understand the Details of the Routing Lifecycle
  • Routing Salesforce and Partner Channels
  • View Real-Time Metrics about Your Amazon Connect Contact Center
  • Considerations and Limitations
  • Prerequisites for Customizing Routing Logic for Voice Calls
  • Prioritize with Interruptible Capacity
  • Enable Omni-Channel
  • External Routing
  • Einstein Case Routing
  • How Does Skills-Based Routing Work?
  • Advanced Routing with Omni-Channel Flows
  • Using Multiple Add Screen Pop Actions in an Omni-Channel Flow
  • Manage Agents, Queues, and Skills with Omni Supervisor
  • Change What Supervisors See in Omni Supervisor
  • Create the Screen Flow for the Omni Supervisor Custom Action
  • Create the prechat
  • Create the skillList
  • Create Cases for Inbound Calls with an Omni-Channel Flow Template
  • Create an Omni-Channel Flow
  • Create the input_record
  • Assign an Omni-Channel Flow to a Chat Button
  • Create the recordId
  • Create the reasonForNotRouting
  • Make Smarter Routing Decisions by Checking Agent Availability
  • Change Agents or Groups Assigned to Voice Queues
  • Configure Work Items as Primary or Interruptible
  • Configure After Conversation Work Time
  • Map Work-Item Field Values to Skills
  • Enable Skills-Based Routing Rules from the Routing Configuration
  • Get Help from a Supervisor
  • Add the Omni-Channel Utility to a Lightning Console App
  • Routing with Skills-Based Routing Rules
  • Provide Customer Support for Real-Time Channels with Omni-Channel
  • Add Omni Supervisor to the Classic Console
  • Add a Skill Requirement Action
  • Add Screen Pops to Give Agents More Context about Conversations
  • Add the Omni-Channel Utility to the Service Console
  • Add a Route Work Action
  • Add Omni Supervisor to a Lightning Console App
  • Omni-Channel
  • Add Omni Supervisor to the Service Console
  • Add the Custom Action to Omni Supervisor Tabs
  • Changes to the Cases and Case Feed Mobile App
  • Show Customers an Estimated Wait Time in the Messaging Window
  • Set Up Messaging for In-App and Web
  • Prepare a Salesforce Org for Messaging for In-App and Web
  • Alternative Solutions for Chat Features That Aren’t Available in...
  • Compare Messaging for In-App and Web Capabilities to Chat Capabilities
  • Monitor Support Processes
  • Map Pre-Chat Values in Omni-Channel Flow
  • Monitor Automated Article Process Actions
  • Test Your Messaging for Web Setup
  • Flow Recipes for Messaging for In-App and Web
  • Considerations and Limitations for Messaging for In-App and Web
  • Persist Pre-Chat Inputs Across Messaging Sessions
  • Configure a Messaging for Web Deployment
  • Messaging Glossary
  • Customize Pre-Chat for Messaging for In-App and Web
  • Customize the Enter or Return Key in Messaging for Web
  • Create Customer Flows for Messaging for In-App and Web
  • Considerations when Replacing Chat with Messaging for In-App and Web
  • Add Flexibility and Power with Messaging for In-App and Web
  • Set Push Notifications for Messaging for In-App
  • Give Users Access to Messaging for In-App and Web
  • Show the Emoji Keyboard in Messaging for Web
  • Configure a Messaging for In-App Deployment
  • Configure a Messaging for Web Deployment in an Experience Builder or...
  • Update Your Messaging for Web Deployment After Upgrading to Enhanced...
  • Set Business Hours in Messaging for In-App and Web
  • Considerations for Using WhatsApp in Service Cloud
  • WhatsApp Message Template Categories in Service Cloud
  • Troubleshooting the Send Message Action in Messaging
  • Move Your Messaging Channels from Salesforce Classic to Lightning...
  • Considerations for Long Code Messaging Channels
  • Test Your SMS Channel in Service Cloud
  • Send Automated Messages in WhatsApp
  • SMS Number Types in Service Cloud
  • SMS Carrier Filtering in Service Cloud
  • Considerations for Short Codes
  • SMS Terminology in Service Cloud
  • Create SMS Short Code Channels in Service Cloud
  • Create SMS Long Code Channels in Service Cloud
  • Add Terms and Conditions Acceptance to your Pre-Chat Form
  • SMS Regulations by Country
  • Create a WhatsApp Channel in Service Cloud
  • Send Messaging Components in Messaging Sessions
  • Prepare for WhatsApp, Facebook Messenger, and SMS
  • Give Users Access to Messaging in Service Cloud
  • Route Service Cloud Messaging Sessions with Omni-Channel Flows
  • Route Service Cloud Messaging Sessions to Queues
  • Send Voice Messages in Messaging Sessions
  • Test Your WhatsApp Channel in Service Cloud
  • Report on Messaging Activity in Service Cloud
  • Increase Messaging Productivity
  • Set Up Routing for Messaging Channels in Service Cloud
  • Create a Flow to Link Individuals to Messaging Sessions
  • Set Up a Flow to Send Questions with Options in Messaging Sessions
  • Considerations for Using Facebook Messenger in Service Cloud
  • What’s Service Cloud Messaging?
  • Create Messaging Users
  • Customize your UI with Lightning Web Components
  • Lifecycle of a Messaging Session in Service Cloud
  • Create and Send Time Selectors in Messaging Sessions
  • Create and Send Questions with Static Options in Messaging Sessions
  • Using Enhanced Bots in Messaging Channels
  • Customize the Messaging Opt-In and Opt-Out Experience
  • Delete Messaging Customer Data
  • Messaging Error Codes in Service Cloud
  • Use Formulas to Add Dynamic Content to Messaging Components
  • Customizing Messaging Components with Formula Templates
  • Interactive Messaging Components
  • Create and Send Questions with Dynamic Options in Messaging Sessions
  • Considerations for Using Messaging Components
  • Customizing Messaging Components with sObject Formulas
  • Supported Functions in Messaging Component Formulas
  • Create and Send Secure Forms in Messaging Sessions
  • Set Up a Flow to Send Time Selectors in Messaging Sessions
  • Create and Send Enhanced Links in Messaging Sessions
  • Create and Assign a Broadcaster Permission Set
  • Considerations for Broadcast Messaging
  • Create Auto-Responses for Messaging for In-App and Web
  • Example: Apex Class for Time Selector Messaging Components
  • Messaging Component Types and Formats
  • Clone Your Messaging for In-App Deployment
  • Set Up Broadcast Messaging in Service Cloud
  • Send Broadcast Messages
  • Write Effective Broadcast Messages
  • Add the Broadcast Messages Tab to an App
  • Block Sensitive Data in Messaging Channels
  • Ending or Inactivating Messaging Sessions Automatically
  • Send Automated Messages in Enhanced Messaging Channels
  • Enable Public Linking on an Asset File
  • Start a Messaging Session with a Customer
  • Merge Fields for Cases
  • Tips for Creating Macros
  • Social Actions Supported in Macros
  • Tips for Creating Bulk Macros
  • Search All Text Fields in Macros
  • Salesforce Knowledge Actions Supported in Macros
  • Run a Bulk Macro on Multiple Records
  • Email Publisher Actions Supported in Macros
  • Share a Single Macro in Salesforce Classic
  • Run a Macro
  • Share Macros
  • Manage Macros
  • Custom Quick Actions Supported in Macros
  • Experience Cloud Publisher Actions Supported in Macros
  • Prerequisites for Macros
  • Examples of Macros in Salesforce Classic
  • Create a Macro
  • Add Logic to Macros in Lightning Experience
  • Bulk Macros
  • Set Up and Use Macros
  • Create Macros in Lightning Experience
  • Share Macros Using a Folder in Lightning Experience
  • Irreversible Macros
  • Insert Quick Text in a Social Post
  • Keyboard Shortcuts for Macros
  • Publishers and Actions Supported in Salesforce Classic Macros
  • Clone Macros
  • Automatically Attach a Salesforce Knowledge Article to an Email in...
  • Things to Know About Macros
  • Create a Bulk Macro
  • Macros Considerations in Lightning Experience
  • Create Macros in Salesforce Classic
  • Test Your Facebook Messenger Channel in Service Cloud
  • Messaging for WhatsApp, Facebook Messenger, and SMS
  • Add and Replace Field Values in a Case Using Macros
  • Troubleshoot Errors for Automated Messages in Standard Messaging...
  • Set Up SMS Channels in Service Cloud
  • Create a Facebook Messenger Channel in Service Cloud
  • Protect Customer Data and Privacy in Service Cloud Messaging
  • Update Service Cloud Messaging Channel Settings
  • Messaging User Fields
  • Customize Auto-Responses in Service Cloud Messaging Channels
  • Create a Flow or Process to Send Messages in Standard Channels
  • Send Automated Messages in Standard Messaging Channels
  • Compare Messaging Channel Capabilities in Service Cloud
  • Set Up Automated Notifications in Service Cloud Messaging
  • Messaging in Service Cloud
  • Turn On Messaging in Service Cloud
  • Service Cloud Messaging Limits and Considerations
  • Add Messaging to the Service Console
  • Track Messaging Users in Salesforce
  • Chat Visitor Records
  • Transfer Files During a Chat
  • Message with Customers in the Service Console
  • View Customer Records in the Salesforce Console
  • Send Images and Files in Messaging Sessions
  • Open Messaging
  • Transfer Chats
  • Transfer Chats to an Agent, Skill, or Button
  • End or Transfer a Messaging Session
  • Accept a Message and Chat with a Customer
  • Chat for Support Supervisors (Salesforce Classic)
  • Set Visibility for Chat Users
  • Permissions for Chat Support Supervisors
  • Set Up Chat Answers from Knowledge Articles
  • Assign Skills to Agents
  • Chat Statuses
  • Set Visibility for the Supervisor Tab Through Profiles
  • Send Quick Text Messages in Chats
  • Set Visibility for the Chat Sessions Tab through Profiles
  • Chat for Support Agents
  • Pre-Chat Forms and Post-Chat Pages
  • Permissions for Chat Support Agents
  • Chat Transcript Fields
  • Chat Transcript Events
  • Set Visibility for the Chat Sessions Tab through Permission Sets
  • Set Privacy Options for Chat Users
  • Chat Session Records
  • Report on Chat Sessions
  • Set Up Chat in the Salesforce Console in Salesforce Classic
  • Create a Basic Chat Implementation
  • Chat with Customers on Your Website
  • Enable Chat
  • Create Chat Agent Configurations
  • Chat Deployment Settings
  • End a Chat Session
  • Create Chat Deployments
  • Chat Agent Configuration Settings
  • Create Chat Buttons
  • Set Up Omni-Channel Routing for Chats
  • Extend Your Web Chat Implementation with Embedded Service and...
  • Set Up Chat with a Guided Setup Flow
  • What's Different in Chat in Lightning Experience
  • Create Chat Users
  • Set Up Chat in Lightning Experience
  • Create and Assign Chat Skills
  • Set Up Chat in Salesforce Classic
  • Customize Your Chat Implementation
  • Create Automated Chat Invitations
  • Customize Your Chat Branding with Salesforce Sites
  • Send a Chat Conferencing Request
  • Chat Queuing Options
  • Chat with Customers
  • Chat Transcripts
  • Chat Routing Options
  • Supported Browsers for Chat Notifications
  • Change Your Chat Status
  • Chat Button Settings
  • Block Sensitive Data in Chats
  • Block Unwanted Chat Customers
  • Let Your Agents Block Visitors by IP Address
  • Migrate from Legacy Live Agent to Omni-Channel for Chat
  • Add Chat to the Console in Lightning Experience
  • Assist Customers with Chat
  • Add the Supervisor Panel to the Salesforce Console
  • Attach Records to Chat Transcripts
  • Create an IP Blocking Rule to Block Chat Visitors
  • Attach Articles to Chats
  • Automated Invitation Settings
  • Compare Live Agent and Omni-Channel Routing for Chats
  • Add Chat to the Salesforce Console
  • Export Articles for Translation
  • Support Knowledge Articles in Multiple Languages
  • Sharing for Lightning Knowledge
  • Create Public Groups for Knowledge
  • Choose the Sharing or Access Model for Lightning Knowledge
  • Add a Lookup Component for Chats Routed with Omni-Channel to the...
  • Knowledge Settings
  • Access Customer Details During a Chat
  • Chat Setup Flow: What’s Next?
  • Define Validation Status Picklist Values
  • Compare Article Widgets for Cases at a Glance
  • Verify Migrated Articles in the Validation Stage
  • Import Translated Articles
  • Classic Knowledge User Access
  • Build Your Knowledge Base in Salesforce Classic
  • Enable Topics for Articles
  • Search Articles and External Sources on the Knowledge Tab
  • Support a Multilingual Knowledge Base
  • Lightning Knowledge User Access
  • Improve the Knowledge Article Search Experience
  • Enable Knowledge One with Profiles
  • Article Search Results
  • Enable Knowledge One with Permission Sets
  • Sharing Considerations for Lightning Knowledge
  • Workflow and Approvals for Articles
  • Search Highlights and Snippets in Knowledge Articles
  • Knowledge Scalability
  • Salesforce Knowledge
  • Set Up the Knowledge One Widget
  • Verify Migrated Articles in the Activation Stage
  • Use Salesforce Knowledge
  • Set Up Knowledge for Enhanced LWR Sites
  • Set Up Knowledge Component Actions
  • Target Behavior for Smart Links
  • Smart Link Considerations
  • Rich Text Fields in Knowledge Articles
  • Knowledge Release Update
  • Plan and Sandbox Test Your Migration
  • Lightning Knowledge Migration Tool Features and Considerations
  • Lightning Knowledge Post-Migration Checklist
  • Manage Articles and Content with Salesforce Knowledge
  • Verify Migrated Articles in Multiple Article Type Orgs
  • Migrate a Single Article Type
  • Set Up Actions to Share Article URLs in Channels and Case Publishers
  • Set Up Primary Article and Translation Side-By-Side View
  • Migrate Multiple Article Types
  • Salesforce Knowledge Help and Resources
  • Set Up and Configure Lightning Knowledge
  • Lightning Article Editor
  • Set Up Actions to Insert Articles into Channels in Lightning Knowledge
  • List View Considerations for Lightning Knowledge
  • Knowledge Limitations in the Salesforce Mobile App
  • Example Apex for Submitting Articles from Cases
  • Create and Link to Anchors
  • Lightning Knowledge Migration Tool
  • Create Article Types
  • Lightning Knowledge Home and Record Pages
  • Control Data Integrity with Validation Rules
  • Field-Level Security on Articles
  • Enable Lightning Knowledge
  • Modify Default Category Group Assignments for Articles
  • Search for Knowledge Articles in Lightning Experience
  • Build Your Knowledge Base in Lightning Experience
  • Use the Lightning Knowledge Component
  • Publish Articles and Translations
  • Considerations and Limitations for Article Personalization for...
  • Create Smart Links with the Link Tool in Salesforce Classic
  • Compare Lightning Knowledge with Classic Knowledge
  • Filter Articles with Data Category Mapping
  • Smart Links to Salesforce Knowledge Articles
  • Archive Articles and Translations
  • Compare Versions of an Article
  • Record Type Considerations for Lightning Knowledge
  • Assign Article Actions to Public Groups
  • Configure Knowledge Record Pages with Dynamic Forms
  • Page Layout Considerations for Lightning Knowledge
  • Delete Articles and Translations
  • Authoring Actions in Lightning Knowledge

Create and Edit Articles

  • Lightning Knowledge Limitations
  • Articles or Knowledge Tab
  • Salesforce Knowledge Article Versions
  • Article History Tracking (Lightning Experience)
  • Article History Tracking (Salesforce Classic)
  • Add Custom Fields to Article Types
  • Translate Articles in Salesforce Classic
  • Insert Smart Links into Articles
  • Further Setup for Salesforce Knowledge
  • Create Persistent Links to Lightning Knowledge Articles
  • Create an Article .zip File for Import
  • Set Article Import Parameters
  • Considerations and Limitations for the Lightning Editor
  • When Are Lightning Authoring Actions Available?
  • Plan Your Knowledge Base in Lightning Experience
  • Set Up Actions to Insert Articles to Case Publishers in Salesforce...
  • Knowledge Article Types
  • Delete an Article Type
  • Article Personalization for Knowledge
  • Article Type Page Layouts
  • Work with Articles and Translations
  • Article and Translation Import and Export Status
  • Custom Fields for Articles
  • Plan Your Knowledge Base in Salesforce Classic
  • Translate Articles in Lightning Knowledge
  • What’s Service?
  • Service Setup Assistant Features
  • Customize Support Settings
  • Guidelines for Setting Business Hours
  • Guidelines for Creating Support Holidays
  • What’s a Case?
  • What’s a Case Team?
  • Create Case Team Roles
  • Predefine Case Teams
  • Set Up Email Alerts for Case Teams
  • Case Team Fields
  • Case Feed Upgrade Process
  • Create Permission Sets
  • Assign Permission Set
  • Assign Custom Profile
  • Convert Page Layouts
  • Customize the Highlights Panel
  • Configure the Case Feed Publisher
  • Feed View Settings
  • Add the Attachment Component
  • Add Case Experts
  • Rename Actions and Feed Filters
  • Customize Feed Filters
  • Add Custom Actions
  • Add Custom Components
  • Add Actions as Console Components
  • Email Drafts
  • Enable Email Templates
  • Email Draft Approval Process
  • Email Approval Send Actions
  • Highlight External Feed Items
  • Email Notifications for Portal Replies
  • Log a Call Action
  • Apply a Default Email Template
  • Send Email Fields
  • Send Email Considerations
  • Understand Default Email Fields
  • Change Status Action
  • Change Owner Action
  • Close Case Action
  • Case Comment Action
  • Add Actions to the Case Page
  • Customize Case Hovers
  • Set Up Case Merge in Lightning Experience
  • Set Up a Customer Feedback Survey
  • Create Cases
  • Clone Cases
  • View Case Lists
  • Update Multiple Cases
  • Assign Cases
  • Share Cases
  • View the Case Milestones
  • Case Comments
  • Create and Edit Case Comments on Case Detail Pages
  • Create and Edit Case Comments on Case Edit Pages
  • Use Actions to Work with Cases in Case Feed
  • Use Feed Filters in Case Feed
  • Case Feed and Related Lists
  • Find, Attach, and Email Articles with the Case Feed Articles Tool
  • View and Edit Cases from the Case Detail Page in Case Feed
  • Post on Cases and Experience Cloud Site Questions with the...
  • Printable View in Case Feed
  • In Lightning Experience
  • Work with Case Emails
  • Send and Reply to Email
  • Add Images and Files
  • Use Email Templates
  • Work with Draft Emails
  • Review and Approve Email Drafts
  • Customize with Rich Text
  • Set Up a Default No-Reply Email Address
  • Close Cases
  • Delete Cases
  • Merge Duplicate Cases from the Cases List View
  • Merge Duplicate Cases from the Case Record Home
  • Enable Suggested Articles to Solve Cases
  • Send Articles from Cases
  • Guidelines for Working with Cases
  • Case Fields
  • Case History
  • Case Hierarchies
  • Related Cases
  • Add Contact Requests to Experience Cloud Sites
  • Contact Request Considerations
  • Find What You Need
  • What’s Entitlement Management?
  • Setup Checklist
  • Limitations
  • Set Up Lookup Filters
  • Give Users Access
  • Create Entitlement Templates
  • Auto-Add Entitlements to Cases
  • Report on Entitlements
  • Verify Entitlements
  • Terms to Know
  • Entitlement Fields
  • Customize Page Layouts
  • Enable Feed Items
  • Set Up the Milestone Tracker
  • Limit User Updates
  • Create a Milestone
  • Auto-Complete Case Milestones
  • Where to View Milestones
  • Milestone Statuses
  • Milestone Actions
  • Recurrence Types
  • Objects with Milestones
  • Milestone Behaviors
  • Create a Process
  • Customize Fields
  • Add a Milestone
  • Add a Milestone Action
  • Apply a Process to an Entitlement
  • How Records Move Through Processes
  • How Business Hours Work
  • Updating Entitlement Processes
  • Creating New Versions
  • Using New Versions
  • Set Up Service Contracts
  • Add Contract Line Items
  • Entitlements in Experience Cloud Sites
  • Configure Settings
  • Create Assets
  • Considerations
  • Hierarchical
  • Replacements
  • Asset Fields
  • Service Console
  • Create Quick Text
  • Share Using a Folder
  • Share a Single Quick Text
  • Insert Quick Text
  • Prerequisites
  • Add Logic to Macros
  • Add and Replace Case Field Values
  • Attach a Knowledge Article to an Email
  • Share a Single Macro
  • Lightning Experience Considerations
  • Email Publisher Actions
  • Knowledge Actions
  • Custom Quick Actions
  • Experience Cloud Site Publisher Actions
  • Social Actions
  • Keyboard Shortcuts
  • Service Cloud Mobile Access
  • Customer Service Incident Management Objects and Fields
  • Cases and Incidents
  • Example of an Incident
  • Enable Customer Service Incident Management
  • Customer Service Incident Management Sample Flows
  • Considerations for Customer Service Incident Management Flows
  • Set Up Customer Service Incident Management Flows
  • Set Up Integrations
  • Add Related Issues to Case Record
  • Report On Customer Service Incident Management
  • Create an Incident
  • Identify Incident-Related Issues
  • Start a Swarm
  • Create an Incident Channel
  • Set Up an Incident Presence Status
  • Create an Incident Queue
  • Create an Incident Skill for Skill-Based Routing
  • Set Up Routing Configuration for Incidents
  • Set Up an Entitlement Process for Incidents
  • Add Entitlements to Your Page Layouts
  • Add the Milestones Component to the Incident Page Layout
  • Create an Entitlement for Incidents
  • Manage Incident SLAs with Entitlements and Milestones
  • Create a Problem
  • Identify Problem-Related Issues
  • Enable Broadcast Site Banners
  • Create Broadcast Topic
  • Assign Broadcast Topic to Network
  • Add Site Banner Component
  • Enable Broadcast Emails
  • Enable Broadcast Alerts
  • Add Incident Alerts Utility
  • Customize the Incident Alerts All Tab
  • Assign Broadcast Topic to Group
  • Enable Broadcast Slack Messages
  • Create a Broadcast Topic for Broadcast Slack Messages
  • Assign a Broadcast Topic to a Slack Channel
  • Create a Custom Broadcast Slack Message Template
  • Give Users Access to Broadcast Communications
  • Add Broadcast Communications to Incident
  • Considerations for Broadcast Communications
  • Send a Broadcast Alert
  • Respond to a Broadcast Alert
  • Send a Broadcast Slack Message
  • Update a Broadcast Slack Message
  • Delete a Broadcast Slack Message
  • Send a Broadcast Email
  • Add a Broadcast Site Banner
  • Deactivate a Broadcast Site Banner
  • Create a Change Request
  • Create a Work Plan Template
  • Create a Work Plan
  • Identify Change Request-Related Issues
  • Set Up Permissions
  • Set Up Console
  • Swarm with Actions & Recommendations
  • Swarm with Dynamic Actions
  • Set Up Expert Finder
  • Set Up Collaboration Tool
  • Add Members to Swarm
  • Close a Swarm
  • Reopen a Swarm
  • Swarming Considerations
  • Create a Swarm Report
  • Change Slack Channel Name
  • How Does an Omni-Channel Flow Work?
  • What’s Next?
  • Create a Custom Report Type for Queue Members
  • Report on Queue Membership
  • Assignment Rules
  • View and Edit Assignment Rules
  • Key Concepts
  • Limits and Limitations
  • Choose Your Telephony Model
  • Planning Checklist
  • Get Expert Support
  • Turn On Voice
  • Create a Contact Center
  • Create a Partner Contact Center
  • Configure Single Sign-On
  • Configure an IAM Role
  • Add and Remove Contact Center Users
  • Use Voice with Sales Engagement
  • Additional AWS Services Add-on License
  • Configure Caller ID
  • Pause Call Recording
  • Train Your Agents
  • Compare Sales and Service Insights
  • Track Contact Center KPIs
  • Salesforce Open CTI
  • Salesforce Call Center
  • Set Up Your Third-Party Phone in Salesforce with a Guided Setup Flow
  • Definition Files
  • Required Elements and Attributes
  • Specify Values for Elements
  • Sample Definition File
  • Import a Definition File
  • View and Edit
  • Customize a Directory
  • Add a Directory Number
  • Design a Layout
  • Assign a Layout
  • Remove a User
  • What’s a Softphone?
  • Creating Call Logs in the Softphone
  • Putting a Caller on Hold Using the Softphone
  • Transferring a Call Using the Softphone
  • Making a Conference Call Using the Softphone
  • Wrapping Up a Call Using the Softphone
  • Making a Call by Dialing a Number Manually
  • Making a Call Using the Call Center Directory
  • Making a Call Using Click-to-Dial
  • Logging In to the Softphone
  • Changing Your Call Center State
  • Edit Your Personal Softphone Settings
  • Using the Call Center Directory
  • Turn On Web-to-Case
  • Generate Your Web Form
  • Prevent Spam with reCAPTCHA
  • Guidelines and Limits
  • Guided Setup Flow
  • Turn On Email-to-Case
  • Configure Email-to-Case
  • Add Routing Addresses
  • Email System Forwarding
  • Email-to-Case Considerations
  • Email Threading
  • Email Threading Limitations
  • Limits and Considerations
  • Compare Messaging Channel Capabilities
  • Auto-Ending or Inactivating Sessions
  • Compare Messaging for In-App and Web to Chat
  • Alternative Solutions for Chat Features
  • Prepare Your Org
  • Configure a Web Deployment
  • Configure a Web Deployment in a Salesforce Site
  • Configure an In-App Deployment
  • Customize Pre-Chat
  • Map Pre-Chat Values in Omni-Channel Flows
  • Test Messaging for Web
  • Update Your Deployment After Upgrading to Enhanced Domains
  • Create Customer Flows
  • Turn On Messaging
  • Give Users Access to Messaging
  • Route with Omni-Channel Flows
  • Route to Queues
  • Send Automated Messages
  • Message Template Categories
  • Test Your Channel
  • Terminology
  • Number Types
  • Carrier Filtering
  • Test Your SMS Channel
  • Assign Permissions
  • Add Broadcast Messages to an App
  • Block Sensitive Data
  • Customize the Opt-In and Opt-Out Experience
  • Customize Auto-Responses
  • Choose a Component Type
  • Create an Enhanced Link
  • Create a Question with Static Options
  • Set Up a Flow to Send Questions with Options
  • Set Up a Flow to Send Time Selectors
  • Example Apex Class
  • Create an Auto-Response
  • Create a Secure Form
  • Customize with Formula Templates
  • Customize with sObject Formulas
  • Supported Formula Functions
  • Customize with Lightning Web Components
  • Send Automated Messages in Enhanced Channels
  • Add a Flow or Process
  • Troubleshoot Errors
  • Update Channel Settings
  • Add a Bot to Messaging
  • Report on Messaging Activity
  • Add Terms and Conditions Acceptance
  • Customize the Enter or Return Key
  • Show the Emoji Keyboard
  • Show Customers an Estimated Wait Time
  • Move Channels from Classic to Lightning
  • Accept a Message
  • Start a Messaging Session
  • Send Voice Messages
  • Send Messaging Components
  • Messaging Error Codes
  • Troubleshoot the Send Message Action
  • Add Chat to the Console
  • Feature Gaps and Expected Behavior
  • Service Cloud Chat Cookies
  • Embedded Chat and Einstein Bots
  • Permissions for Support Agents
  • Permissions for Support Supervisors
  • Create Configurations
  • Create Deployments
  • Customize Your Branding
  • Set Visibility for the Sessions Tab through Permission Sets
  • Set Visibility for the Sessions Tab through Profiles
  • Add the Supervisor Panel
  • Add a Lookup Component
  • Manage Chat Capacity with Omni-Channel
  • Let Your Agents Block Visitors
  • Create an IP Blocking Rule
  • Supported Browsers for Notifications
  • Deployment Settings
  • Session Records
  • Visitor Records
  • Transcript Fields
  • Transcript Events
  • Create a Deployment
  • Specify Chat Settings
  • Customize Embedded Chat Labels
  • Customize Chat Window Branding for a Experience Site
  • Customizable Parameters
  • Add Your Website to the CORS Allowlist
  • Code Settings to an Experience Site
  • Set Up Appointment Management
  • Embedded Flows
  • Experience Site Static Resources
  • Embedded Service Cookies
  • Einstein Bots Chat
  • Get Started
  • Experience Builder Site
  • Create a Flow to Link Voice Callers to Records
  • Create a Flow to Link Contacts to Cases
  • Create Channel-Object Linking Rules with a Guided Setup Flow (Beta)
  • Add Channel-Object Linking Rules for Voice Calls (Beta)
  • Agent Experience for Channel-Object Linking (Beta)
  • Create a Channel Menu Deployment
  • Add Items to the Channel Menu
  • Set Branding for the Channel Menu
  • Customize Labels and Translations for the Channel Menu
  • Create Channel Menu Code Settings
  • Apply the Channel Menu Code Snippet
  • Add the Channel Menu to Experience Cloud Sites
  • Channel Menu Limitations
  • Channel Menu Static Resource Files
  • Conversation Transcript Export
  • Knowledge Help and Resources
  • Compare Lightning and Classic Knowledge
  • Mobile Limitations
  • Activation Stage
  • Validation Stage
  • Post-Migration Checklist
  • Record Type Considerations
  • Page Layout Considerations
  • Article Type Templates
  • Use Videos from Any Provider with a Custom Visualforce Page
  • Create Workflow Actions for Knowledge
  • Set Up Actions to Insert Articles to Channels (Lightning)
  • Set Up Actions to Insert Articles to Case Publishers (Classic)
  • Add Knowledge Pages to Enhanced LWR Sites
  • Add the Knowledge Article Component to Enhanced LWR Knowledge Pages
  • Create a .csv File for Article Import
  • Search Highlights and Snippets
  • Create Synonym Groups
  • Manage Promoted Search Terms
  • Use More Case Keywords to Find Articles
  • Search for Articles in Lightning Experience
  • Search for Articles in Salesforce Classic
  • Share Article URLs in Channels
  • Share Articles in Channels in Lightning Knowledge
  • Share Article Contents in Case Publishers in Salesforce Classic
  • Keyboard Shortcuts for Data Categories
  • Create and Modify Category Groups
  • Delete and Undelete Category Groups
  • Add Data Categories to Category Groups
  • Modify and Arrange Data Categories
  • Delete a Data Category
  • Activate Data Categories on Your LWR Site (Beta)
  • Add the Network Data Category Object Page (Beta)
  • How Category Visibility Differs from Other Salesforce Models
  • Category Group Visibility on Roles
  • Modify Default Data Category Visibility
  • Edit Category Group Visibility
  • Category Group Article Visibility Settings Examples
  • Configuration I: Create and Assign the Admin User Role
  • Configuration II: Enable Experience Cloud for Service Catalog
  • Configuration III: Create a Service Catalog Site List View
  • Step I: Customize Your Site
  • Step II: Set Your Site Administration Settings
  • Step III: Take Your Site Live
  • Can My Bots Sound like My Company?
  • What Help Do I Need to Get Botting?
  • Engaged Sessions, Bot Billing, and Bot Performance
  • Einstein Bots Requirements
  • Einstein Bots System Limitations
  • Bot Data Reference Guide
  • Understanding Bot Permissions
  • Learn About Einstein Bots Compliance
  • Reduce Bias in Einstein Bots
  • Plan Your Einstein Bot
  • Enable Einstein Bots in a Scratch Org
  • Create a New Intro Template Bot
  • Learn About the Template Bot: Welcome Dialogs
  • Learn About the Template Bot: Connect with Sales
  • Learn About the Template Bot: Report an Issue
  • Learn About the Template Bot: Check Issue Status
  • Learn About the Template Bot: Check Order Status
  • Learn About the Template Bot: Gather Info from User
  • Learn About the Template Bot: Supporting Dialogs
  • Create a Bot from Your Data (Beta)
  • Explore Einstein Bot System Templates
  • Create an Einstein Bot from Scratch
  • Clone a Bot
  • Use Change Sets to Migrate Bots Between Orgs
  • Article Answers Troubleshooting Tips
  • Create a Template from an Einstein Bot (Beta)
  • Package an Einstein Bot Template (Beta)
  • Import an Einstein Bot Block (Beta)
  • Create a Block from a Dialog Group (Beta)
  • Package an Einstein Bot Block (Beta)
  • Explore the Einstein Bot Block Library (Beta)
  • What Makes Bots Tick?
  • Maintain Chatbot Conversation Quality
  • View and Edit Your Bot’s Name and Description
  • Add a Bot Profile
  • Log Conversations in Bot Event Logs
  • Set or Update a Bot Primary Language
  • Add or Remove a Secondary Bot Language
  • Manage Secondary Language Translations
  • Set a Bot Conversation Language
  • Connect a Standard Bot to Channels
  • Create an Enhanced Bot from Scratch or from a Template
  • About Cloning a Standard Bot as an Enhanced Bot
  • Clone an Enhanced Bot
  • Route Conversations to an Enhanced Bot
  • Specify a Default Outbound Omni-Channel Flow
  • Transfer Conversations with the Set Routing Type Dialog Step
  • Use Pre-Chat with an Enhanced Bot
  • Send a File from an Enhanced Bot
  • Receive a File with an Enhanced Bot
  • Display an Enhanced Link in an Enhanced Bot
  • Schedule an Appointment with an Enhanced Bot
  • Question with Dynamic Options: Example Apex Class
  • Question with Dynamic Options: Example Flow
  • Ask a Question with Static Options with an Enhanced Bot
  • Considerations for Enhanced Bots
  • Add a Dialog
  • Set Up a Dialog Message Step
  • Set Up a Dialog Question Step with Static Choice Responses
  • Set Up a Dialog Question Step with Dynamic Choice Responses
  • Set Up a Dialog Question Step with Text Responses
  • Introduce Object Search in a Dialog (Beta)
  • Add an External Service Action
  • Add a Standard Action
  • Set Up a Dialog Rule Step
  • Clone a Dialog or Dialog Step
  • Work with Dialog Groups
  • Setting System Bot Dialogs
  • Use Map View to Visualize Your Bot
  • Navigating Bot Conversations
  • Add a Bot Response Delay
  • Add a Custom Entity
  • Add a Value List Entity
  • Add a Custom Variable
  • Create Custom Context Variables
  • Transfer Bot Conversations to a Queue
  • Transfer Bot Conversations to Another Bot
  • Use Skills-Based Routing to Transfer Bot Conversations
  • Use Exact Matching for Intents
  • Turn on the Cross-Lingual Intent Model (Beta)
  • Import Intent Data to a Bot
  • Import Intent Data to an Einstein Intent Set
  • Export Intent Data for Einstein Bots
  • Update an Active Einstein Bot
  • Source New Utterances with Intent Sets
  • Manage Intent Data in Einstein Intent Sets
  • Use Input Recommender to Generate Utterances (Beta)
  • Write Utterances for Einstein Bots
  • Improve Intent Matching Quality with Bot Training
  • Share Your Intent Model Externally (Beta)
  • Delete a Dialog with Intent Enabled
  • Evaluate How Well Your Bots Understand Your Customers
  • Add a Bot Options Menu to the Chat Window
  • Preview Your Bot
  • Manage Goals
  • Navigate Einstein Bot Standard Reports
  • View Bot Performance with CRM Analytics
  • Troubleshoot Your Bot
  • Improve Your Bot
  • Set Up Einstein Conversation Mining
  • Build an Einstein Conversation Mining Report
  • Create a Dialog from an Einstein Conversation Mining Report
  • Add to a Dialog from an Einstein Conversation Mining Report
  • Create an Intent from an Einstein Conversation Mining Report
  • Add Excerpts to an Intent from an Einstein Conversation Mining Report
  • Move Excerpts Within an Einstein Conversation Mining Report
  • Manage Einstein Conversation Mining Data
  • Enable Work Summaries
  • Map Outputs to Summary Fields
  • Add the Wrap Up Component to the Chat Transcript Page
  • Use Work Summaries in the Console
  • Work Summaries Credit Usage and Tracking
  • Enable Classification Apps
  • Choosing Fields
  • Build Your Model
  • Automation Key Concepts
  • Configure Prediction Automation
  • Case Routing
  • Add Case Classification to a Flow
  • Save the Einstein Case Recommendations in Your Flow
  • Add Classification to the Service Console
  • Activate Your Model
  • Use Classification Apps in the Console
  • Update Your Model
  • How It Works
  • Enable Article Recommendations
  • Select Fields
  • Build and Activate Your Model
  • Add the Knowledge Component
  • Use Article Recommendations in the Console
  • Add Article Recommendations to a Flow
  • Sample Flow to Send Recommended Articles in an Auto-Response Email
  • Understand Model Quality
  • Enable Reply Recommendations
  • Publish Replies
  • Use Reply Recommendations in the Console
  • Maintain Your Replies
  • Turn On Grounding
  • Ground with Knowledge
  • Ground with Cases
  • Discover Field Service
  • Build Field Service
  • Customize Field Service
  • Optimize Field Service Schedules
  • Monitor and Troubleshoot Field Service
  • Key Concepts and Glossary
  • Enable Field Service
  • Install the Managed Package
  • Get To Know Personas
  • Permission Set Licenses
  • How Are Permission Sets Updated?
  • Set Custom Permissions
  • Assign Page Layouts
  • Territory Guidelines
  • Add Holidays to Operating Hours
  • What are Shifts?
  • Create Job Profiles
  • Scheduling Rule Types
  • Create Scheduling Constraints
  • Create Shift Patterns
  • Work Type Guidelines
  • Skill Guidelines
  • How are Status Categories Used?
  • Set Up Knowledge
  • Set Up Path
  • Set Up For Maintenance Work Rules
  • Define Capacity-Based Resources
  • Estimate Resource Efficiency
  • Resource Guidelines
  • Contractor Guidelines
  • Scheduling Considerations
  • Set Up Crew Management
  • Limit Access to Records
  • Sync Services and Resource Absences with Events
  • Customize Settings
  • Create Inventory Locations
  • Create Product Items
  • Create Serialized Inventory
  • What’s Schedule Optimization?
  • How Does the Optimization Engine Work?
  • Adopt and Implement Enhanced Scheduling and Optimization
  • Transition to Enhanced Scheduling and Optimization
  • Activate Schedule Optimization
  • Create the Field Service Integration Permission Set
  • Customize the Appointment Life Cycle
  • Time Zones and Appointment Booking
  • Navigable Countries
  • Considerations for Service Appointment Sliding
  • Configure Travel Modes
  • Create Travel Modes
  • Assign a Travel Mode
  • Fine-Tune the Scheduling Policy
  • Rule Type: Capacity Limit
  • Rule Type: Count Rule
  • Rule Type: Excluded Resources
  • Rule Type: Extended Match
  • Rule Type: Match Boolean
  • Rule Type: Match Fields
  • Rule Type: Match Skills
  • Rule Type: Match Territory
  • Rule Type: Match Time
  • Rule Type: Maximum Travel From Home
  • Rule Type: Required Resources
  • Rule Type: Service Appointment Visiting Hours
  • Rule Type: Service Crew Resources Availability
  • Work Rule Entries
  • Rule Type: TimeSlot Designated Work
  • Rule Type: Working Territories
  • Manage Rule Validation Checks
  • Manage Service Objectives
  • Optimize Using Priorities
  • Create Relevance Groups
  • Create Scheduling Recipes
  • Scheduling and Optimization Services
  • Reserve Time Slots for Designated Work
  • Considerations for Multiday Scheduling
  • Apply the Capacity Limit Rule to Scheduling Policies
  • Create a Work Capacity Limit
  • Work Capacity Usage (WCU)
  • Set Up Availability Calculations in Field Service Settings
  • Set Up Availability Calculations in the Field Service Admin App
  • Monitor Workstream Usage in Summary View
  • View Workforce Availability in the Work Capacity Dashboard
  • What’s Available in Enhanced Scheduling and Optimization
  • What’s the Fate of Older Salesforce Customizations?
  • Considerations for Enhanced Scheduling and Optimization
  • Limits and Limitations for Enhanced Scheduling and Optimization
  • Configure Enhanced Optimization per Territory
  • Limitations for Enhanced Optimization per Territory
  • Add Permissions for Service Appointment Bundling
  • Default Appointment Bundle Policy and Related Policies
  • Default Appointment Bundle Config
  • Set Up Automatic Bundling
  • Create Recordset Filter Criteria for Bundling Appointments
  • Create an Appointment Bundle Sort Policy
  • Create an Appointment Bundle Restriction Policy
  • Propagation Configurations
  • Aggregation Configurations
  • Create Appointment Bundle Aggregation Duration Downscales
  • Create Appointment Bundle Policy Service Territories
  • Create an Appointment Bundle Config
  • Test Your Configuration
  • Appointment Bundling Limitations
  • Set Key Performance Indicators
  • Set Up Product Warranties
  • Set Up Product Service Campaigns
  • Set Up Downtime Tracking
  • Add the Dispatcher Console
  • Enable Downtime Tracking
  • Set Up Visual Remote Assistant
  • Run Health Check
  • Set Up After Sandbox Refresh
  • Create Report Types
  • Manage Data Integration Rules
  • Set Up Salesforce Labs Dashboards
  • Add Service Resource Preferences
  • Add Required Skills
  • Attach Articles
  • Work Order Guidelines
  • Pricing Guidelines
  • Learn About Work Plans
  • Enable Work Plans
  • Customize Work Plans Settings
  • Assign User Permissions for Work Plans
  • Before You Begin
  • Get Started with Work Plans
  • Create Work Step Templates
  • Create Work Plan Templates
  • Manage Work Step Templates
  • Create Work Plan Selection Rules
  • Generate Work Plans
  • Adjust Plans and Steps on Work
  • Delete Work Plans and Steps
  • Complete Work with Work Plans Lightning Web Component
  • Complete Work with the Work Steps Related List
  • Troubleshooting
  • Manage Your Shift Schedule
  • Create Flexible Work Shifts
  • Create Shifts from a Pattern
  • Filter Criteria Guidelines
  • Find Shift Candidates
  • Assign and Update Shifts in Bulk
  • Color Code Shifts
  • Nonstandard Shifts
  • Create Time Sheet Templates
  • Create Absences
  • View Daily Travel Routes
  • View Calendars
  • Manage Service Crew Membership
  • From the Record Feed
  • From the Dispatcher Console
  • From the Appointment
  • Set Up Complex Work
  • Create Complex Work
  • Considerations and Limitations for Complex Work
  • Schedule Using Priorities
  • Schedule Emergency Appointments
  • Schedule Appointments Without Travel
  • Update Appointment Status
  • Unschedule Appointments
  • Reschedule Appointments
  • Fix Scheduling Overlaps
  • Group Nearby Appointments
  • Fill Schedule Gaps
  • Customize Appointment Chatter Settings
  • From Scheduled Jobs
  • Using Drip Feed
  • Create a Bundle Manually
  • Schedule a Bundle
  • Add Bundle Members
  • Modify a Bundle
  • Unbundle a Bundle
  • Common Tasks
  • Track Required Inventory
  • Request Inventory
  • Guidelines for Serialized Inventory
  • Consume Serialized Inventory
  • Track Shipments
  • Record Product Warranties
  • Manage Product Service Campaigns
  • Record Asset Downtime
  • Template Guidelines
  • Signature Guidelines
  • Create Service Reports
  • Set Up Document Builder: Licensing and Enablement (Beta)
  • Give Users Access to Document Builder (Beta)
  • Assign Document Builder to Dispatchers and Mobile Workers (Beta)
  • Template Builder (Beta)
  • Document Builder Standard Components (Beta)
  • Activate a Service Document Template (Beta)
  • Setting the Service Document Template Field (Beta)
  • Generate Service Document PDFs on Desktop (Beta)
  • Generate Service Document PDFs on Mobile (Beta)
  • Learn About Field Service Asset Attributes
  • Set Up Field Service Asset Attributes
  • Create an Attribute Definition
  • Create Asset Attributes
  • Recordset Filter Criteria Monitoring and Thresholds
  • Setup Threshold Monitoring
  • Create Recordset Filter Criteria for Asset Fields
  • Create a Threshold
  • Asset Attributes Monitoring Limitations and Considerations
  • Learn About Outcome-Based Contracts
  • Set Up Outcome-Based Contracts
  • Create a Contract Line Outcome
  • View a Contract Line Outcome
  • Manage Scheduled Jobs
  • Optimize Today's Schedule
  • Optimize a Resource's Schedule
  • Monitor Optimization Requests
  • Gain Insight into Optimizations
  • Learn About Optimization Hub
  • Requirements for Optimization Hub
  • Limitations for Optimization Hub
  • Configure Optimization Hub
  • Optimization Hub Home Tab
  • Optimization Hub Schedule Tab
  • Optimization Hub Resources Tab
  • Optimization Hub Policy Tab
  • Learn About Appointment Insights (Beta)
  • Requirements for Appointment Insights (Beta)
  • Limitations for Appointment Insights (Beta)
  • Assign User Permissions for Appointment Insights (Beta)
  • Configure Appointment Insights (Beta)
  • View Work Rule Violations and Recommendations (Beta)
  • View Potential Slots (Beta)
  • Control Which Appointments Appear
  • Customize with Field Sets
  • Create Custom Actions
  • Create Custom Filters
  • Create Custom Appointment Icons
  • Appointments List
  • Filter by Territory
  • View Resource Utilization
  • Color-Code the Gantt
  • View Service Crews
  • Work with Resource Absences
  • View Appointment KPIs
  • Check Rule Violations
  • Turn On Live Updates
  • Customize Icons and Colors for Reports
  • Enable Polygons
  • Create Polygons
  • Import Polygons in KML
  • Standard and Custom Objects
  • Appointment Bundle Aggregation Duration Downscale Fields
  • Appointment Bundle Aggregation Policy Fields
  • Appointment Bundle Config Fields
  • Appointment Bundle Policy Fields
  • Appointment Bundle Policy Service Territory Fields
  • Appointment Bundle Propagation Policy Fields
  • Appointment Bundle Restriction Policy Fields
  • Appointment Bundle Sort Policy Fields
  • Asset Downtime Period Fields
  • Expense Fields
  • Job Profile Fields
  • Linked Article Fields
  • Location Fields
  • Maintenance Plan Fields
  • Operating Hours Fields
  • Product Request and Transfer Fields
  • Product Item and Inventory Fields
  • Product Service Campaign Fields
  • Return Order Fields
  • Recordset Filter Criteria Fields
  • Serialized Products and Serialized Products Transactions Fields
  • Service Appointment Fields
  • Service Crew Fields
  • Service Report Fields
  • Service Resource Fields
  • Service Territory Fields
  • Shift Fields
  • Shift Pattern Fields
  • Shift Template Fields
  • Skill Fields
  • Time Sheet Fields
  • Travel Mode Fields
  • Warranty Fields
  • Work Order Fields
  • Work Order Line Item Fields
  • Work Type Fields
  • Install the Packages
  • Create an Experience Builder Site
  • Set Up Digital Engagement
  • Assign a Permission Set
  • Configure Geolocation Settings
  • Control What Customers See
  • Add Custom Icons
  • Set Up Masked Phone Calls
  • Let Customers Reschedule and Cancel Appointments
  • Give Guest Users Site Access
  • Configure Field Service Settings
  • Create Message Templates
  • Create Flows to Send Messages
  • Add Real-Time Location to the Service Appointment Layout for...
  • Set Up the Experience Site for Authenticated Users
  • Set Up the Experience Site for Guest Users
  • Create a Message Template
  • Set Up the Self-Service Scheduling Authentication Flow
  • Set Up the Self-Service Scheduling Flow
  • (Optional) Add Notes to the Service Appointment Layout
  • (Optional) Add a Service Appointment Status for Confirmed Appointments
  • Configure Appointment Assistant Settings
  • Add Self-Service Scheduling to Your Experience Builder Site
  • Enable Customers to Cancel Appointments
  • Add Contactless Signature to Your Experience Builder Site
  • Create a Sharing Rule
  • Set Up Contactless Signature Flows
  • Add a Quick Action
  • Expose the Document Recipient Object’s Status Field
  • Set Up Surveys
  • App Requirements
  • Offline Considerations
  • Mobile App Updates
  • Supported Data Types
  • Supported Bar Codes
  • Initial Field Values
  • Download the Connected App
  • Setting up Contractor Permissions
  • Customize and Extend with Lightning Web Components
  • Set Up the Widget
  • Let Users Manage Inventory
  • Set Up Multiple Inventory Locations
  • Mobile Settings
  • Brand the App
  • Schedule Tab
  • Work Order Overview Screen
  • Add a Background Image
  • Customize Push Notifications
  • Exclude Specific Mobile Workers From Location Tracking
  • Limit Mobile Workers’ Location Tracking for Appointment Assistant
  • Which Actions Appear
  • Add Global Actions
  • Set Up Product Requests
  • Create a Work Order Line Item Quick Action
  • Create App Extensions
  • Flow Considerations
  • Create an Image Flow
  • Create a Signature Flow
  • Connect Flows to the App
  • Set Up Automatic Status Change
  • Add the Related List to the Service Appointment Layout
  • Add Field Permissions for Mobile Users
  • Set Up Optimized Image Upload
  • Set Up Location-Based Actions
  • Get the App
  • Add the Widget
  • Offline Priming
  • In-App Settings
  • Time Sheets
  • Service Reports
  • Knowledge Articles
  • View and Complete Work Plans
  • Automatic Status Change
  • Bundled Service Appointments
  • Build Repeating Shift Patterns
  • Create Shifts from a Capacity Plan
  • Mass Shift Update
  • Batch Assign
  • Get Candidates
  • Set a Work Preference
  • User Permission Sets
  • Create Omni-Channel Queues
  • Get Started with Salesforce Feedback Management
  • Compare the Supported Capabilities for Each License
  • Survey Response Pack License
  • Feedback Management - Starter License
  • Feedback Management - Growth License
  • Feedback Management Implementation Guide
  • Assign User Permissions
  • Assign Permissions to Create and Send Surveys
  • Assign Permissions to Respond to Surveys
  • Assign Permissions to Translate Surveys
  • Encrypt Survey Fields
  • Analyze Survey Responses in Custom Reports
  • How Ranking Questions Work
  • Preview Surveys to View Merge Field Values
  • Configure Attachment Questions
  • Add Custom Branding to Your Surveys
  • Survey Language for Participants
  • Customize the Survey Invitation Email Templates
  • Send Survey Invitations Using Process Builder
  • Send Survey Invitations Using Flows
  • Share Surveys Through Chat or a Web Page
  • Gather Feedback at the End of a Customer Support Chat Session
  • Considerations for Sending Email Invitations to Gather Feedback on...
  • Set an Expiration Date for Your Survey Invitation
  • Discover Ways to Help Improve Survey Response Rates
  • View Survey Response Data
  • The Data Needed to Create the Customer Lifecycle Analytics App
  • Understand Customer Lifecycle Analytics Limitations
  • In-App Dashboards
  • Embedded Dashboards
  • Customer Lifecycle Analytics Base App
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Article Process Actions
  • Use Custom Report Types
  • Support Reporting Tips
  • Self-Service Portal
  • Ideas Sites
  • PDF Resources

You can create or edit an article from the Knowledge tab or Article Management tab. If you’re creating an article, you may need to select the article type and language. If you’re editing a published article or translation, choose whether to leave it published while you work on a draft copy, or whether to remove the original article from publication and work on it directly. If you work on a copy, publishing the copy replaces the last published version of the article. If you work on the original article, it is unavailable in the channels until you republish it.

Required Editions

Note

When applying categories, choose the categories that a user would naturally look for as they navigate. Users only find an article if they select its explicitly applied category, the parent of that category, or a child of that category.

Since the Summer '20 release, standard Salesforce sharing for Lightning Knowledge is available. Switching to standard sharing changes how you work with data categories and how users can access Knowledge articles. See Sharing Considerations for Lightning Knowledge for more about sharing for Lightning Knowledge.

Once your article is complete, you can assign it to another agent to edit or review the article, publish the article directly, or submit the article for approval. If you have the “Publish Articles” article action and an approval process is set up for an article, you'll see both Publish... and Submit for Approval buttons. .

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  • How to Cite
  • Language & Lit
  • Rhyme & Rhythm
  • The Rewrite
  • Search Glass

How to Edit a Newspaper Article

Editing a newspaper article requires a keen eye for detail and a strong command of how words and phrases should be properly used. Among the things to look for when editing a newspaper article is correct usage of grammar and proper spelling. Ensure also that the sentences and paragraphs flow well and aren't disjointed or confusing to the reader. Anyone editing an article should be mindful of possible factual errors. Editing requires fast and accurate fact checking.

Run the article through a spell check program, if possible, to check it for spelling errors. If there's no spell check available, use a dictionary to look up questionable words. Incorrect spellings can occur in all types of words, from ones with tricky spellings, like "daiquiri," to simple ones like "cemetery." Even small conjunctions like "and" and "but" can occasionally be misspelled if the writer is rushing or doesn't proofread his work. As a general rule of thumb, if the word doesn't look right, look it up.

Read through the story for grammatical mistakes. Grammatical errors, no matter how slight, can undermine a story's credibility and detract from the overall message. When reading the story, make sure there's no word confusion, such as improper usage of common terms like "their," "they're," "affect," "effect," "your" and "you're," for example. Pay particular attention to words with apostrophes.

Look for syntax errors in the story. Run-on sentences, fragments and other faulty structure can confuse readers and potentially give a misleading impression in the article. If a sentence is confusing enough that it must be read multiple times to make sense, edit it for brevity and clarity, preferably with the reporter's input, if he's available.

Check the article for factual errors. If anything in an article jumps out as being odd or unlikely, verify the facts with the reporter. Occasionally, reporters make mistakes, such as getting names or dates wrong or transposing digits within a number. Although some factual errors are minor, they shouldn't be allowed to slip through the editing process. A newspaper's popularity depends in part on its ability to get the story right.

  • Frankfurt International School: Syntax -- English Sentence Structure

Mark Nero has been a professional journalist since 1995 and has written for numerous publications within and outside the U.S. His work has appeared in "The Boston Globe," "San Diego Union-Tribune" and "Los Angeles Daily News" among others. Nero studied communications at San Diego State University.

how to edit a article

iPhone User Guide

  • Setup basics
  • Make your iPhone your own
  • Take great photos and videos
  • Keep in touch with friends and family
  • Share features with your family
  • Use iPhone for your daily routines
  • Expert advice from Apple Support
  • Models compatible with iOS 17
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  • S Max' class='toc-item' data-ss-analytics-link-url='https://support.apple.com/guide/iphone/iphone-xs-max-iphcd2066870/ios' data-ajax-endpoint='https://support.apple.com/guide/iphone/iphone-xs-max-iphcd2066870/ios' data-ss-analytics-event="acs.link_click" href='https://support.apple.com/guide/iphone/iphone-xs-max-iphcd2066870/ios' id='toc-item-IPHCD2066870' data-tocid='IPHCD2066870' > iPhone X S Max
  • iPhone 11 Pro
  • iPhone 11 Pro Max
  • iPhone SE (2nd generation)
  • iPhone 12 mini
  • iPhone 12 Pro
  • iPhone 12 Pro Max
  • iPhone 13 mini
  • iPhone 13 Pro
  • iPhone 13 Pro Max
  • iPhone SE (3rd generation)
  • iPhone 14 Plus
  • iPhone 14 Pro
  • iPhone 14 Pro Max
  • iPhone 15 Plus
  • iPhone 15 Pro
  • iPhone 15 Pro Max
  • What’s new in iOS 17
  • Turn on and set up iPhone
  • Wake and unlock
  • Set up cellular service
  • Use Dual SIM
  • Connect to the internet
  • Sign in with Apple ID
  • Subscribe to iCloud+
  • Find settings
  • Set up mail, contacts, and calendar accounts
  • Learn the meaning of the status icons
  • Charge the battery
  • Charge with cleaner energy sources
  • Show the battery percentage
  • Check battery health and usage
  • Use Low Power Mode
  • Read and bookmark the user guide
  • Learn basic gestures
  • Learn gestures for iPhone models with Face ID
  • Adjust the volume
  • Find your apps in App Library
  • Switch between open apps
  • Quit and reopen an app
  • Multitask with Picture in Picture
  • Access features from the Lock Screen
  • View Live Activities in the Dynamic Island
  • Perform quick actions
  • Search on iPhone
  • Get information about your iPhone
  • View or change cellular data settings
  • Travel with iPhone
  • Change sounds and vibrations
  • Customize the Action button on iPhone 15 Pro and iPhone 15 Pro Max
  • Create a custom Lock Screen
  • Change the wallpaper
  • Adjust the screen brightness and color balance
  • Keep the iPhone display on longer
  • Use StandBy
  • Magnify the screen
  • Change the name of your iPhone
  • Change the date and time
  • Change the language and region
  • Organize your apps in folders
  • Add, edit, and remove widgets
  • Move apps and widgets on the Home Screen
  • Remove apps
  • Use and customize Control Center
  • Change or lock the screen orientation
  • View and respond to notifications
  • Change notification settings
  • Set up a Focus
  • Allow or silence notifications for a Focus
  • Turn a Focus on or off
  • Stay focused while driving
  • Type with the onscreen keyboard
  • Dictate text
  • Select and edit text
  • Use predictive text
  • Use text replacements
  • Add or change keyboards
  • Add emoji and stickers
  • Take a screenshot
  • Take a screen recording
  • Draw in documents
  • Add text, shapes, signatures, and more
  • Zoom in or magnify in Markup
  • Fill out forms and add signatures to documents
  • Use Live Text to interact with content in a photo or video
  • Use Visual Look Up to identify objects in your photos and videos
  • Lift a subject from the photo background
  • Subscribe to Apple Arcade
  • Play with friends in Game Center
  • Connect a game controller
  • Use App Clips
  • Manage purchases, subscriptions, settings, and restrictions
  • Install and manage fonts
  • Buy books and audiobooks
  • Annotate books
  • Access books on other Apple devices
  • Listen to audiobooks
  • Set reading goals
  • Organize books
  • Create and edit events in Calendar
  • Send invitations
  • Reply to invitations
  • Change how you view events
  • Search for events
  • Change calendar and event settings
  • Schedule or display events in a different time zone
  • Keep track of events
  • Use multiple calendars
  • Use the Holidays calendar
  • Share iCloud calendars
  • Camera basics
  • Set up your shot
  • Apply Photographic Styles
  • Take Live Photos
  • Take Burst mode shots
  • Take a selfie
  • Take panoramic photos
  • Take macro photos and videos
  • Take portraits
  • Take Night mode photos
  • Take Apple ProRAW photos
  • Adjust the shutter volume
  • Adjust HDR camera settings
  • Record videos
  • Record ProRes videos
  • Record video in Cinematic mode
  • Change video recording settings
  • Save camera settings
  • Customize the Main camera lens
  • Change advanced camera settings
  • View, share, and print photos
  • Use Live Text
  • Scan a QR code
  • See the world clock
  • Set an alarm
  • Change the next wake up alarm
  • Use the stopwatch
  • Use multiple timers
  • Add and use contact information
  • Edit contacts
  • Add your contact info
  • Use NameDrop on iPhone to share your contact info
  • Use other contact accounts
  • Use Contacts from the Phone app
  • Merge or hide duplicate contacts
  • Get started with FaceTime
  • Make FaceTime calls
  • Receive FaceTime calls on iPhone
  • Create a FaceTime link
  • Take a Live Photo
  • Turn on Live Captions in a FaceTime call
  • Use other apps during a call
  • Make a Group FaceTime call
  • View participants in a grid
  • Use SharePlay to watch, listen, and play together
  • Share your screen in a FaceTime call
  • Collaborate on a document in FaceTime
  • Use video conferencing features
  • Hand off a FaceTime call to another Apple device
  • Change the FaceTime video settings
  • Change the audio settings
  • Change your appearance
  • Leave a call or switch to Messages
  • Block unwanted callers
  • Connect external devices or servers
  • Modify files and folders
  • Search for files and folders
  • Organize files and folders
  • Set up iCloud Drive
  • Share files and folders in iCloud Drive
  • Share your location
  • Meet up with a friend
  • Send your location via satellite
  • Add or remove a friend
  • Locate a friend
  • Get notified when friends change their location
  • Notify a friend when your location changes
  • Add your iPhone
  • Add your iPhone Wallet with MagSafe
  • Get notified if you leave a device behind
  • Locate a device
  • Mark a device as lost
  • Erase a device
  • Remove a device
  • Add an AirTag
  • Share an AirTag or other item in Find My on iPhone
  • Add a third-party item
  • Get notified if you leave an item behind
  • Locate an item
  • Mark an item as lost
  • Remove an item
  • Adjust map settings
  • Get started with Fitness
  • Track daily activity and change your move goal
  • See your activity summary
  • Sync a third-party workout app
  • Customize Fitness notifications
  • Share your activity
  • Subscribe to Apple Fitness+
  • Find Apple Fitness+ workouts and meditations
  • Start an Apple Fitness+ workout or meditation
  • Create a custom plan in Apple Fitness+
  • Work out together using SharePlay
  • Change what’s on the screen during an Apple Fitness+ workout or meditation
  • Download an Apple Fitness+ workout or meditation
  • Get started with Freeform
  • Create a Freeform board
  • Draw or handwrite
  • Apply consistent styles
  • Position items on a board
  • Search Freeform boards
  • Share and collaborate
  • Delete and recover boards
  • Get started with Health
  • Fill out your Health Details
  • Intro to Health data
  • View your health data
  • Share your health data
  • View health data shared by others
  • Download health records
  • View health records
  • Monitor your walking steadiness
  • Log menstrual cycle information
  • View menstrual cycle predictions and history
  • Track your medications
  • Learn more about your medications
  • Track your mental wellbeing
  • Set up a schedule for a Sleep Focus
  • Turn off alarms and delete sleep schedules
  • Add or change sleep schedules
  • Turn Sleep Focus on or off
  • Change your wind down period, sleep goal, and more
  • View your sleep history
  • Check your headphone levels
  • Use audiogram data
  • Register as an organ donor
  • Back up your Health data
  • Intro to Home
  • Upgrade to the new Home architecture
  • Set up accessories
  • Control accessories
  • Control your home using Siri
  • Use Grid Forecast to plan your energy usage
  • Set up HomePod
  • Control your home remotely
  • Create and use scenes
  • Use automations
  • Set up security cameras
  • Use Face Recognition
  • Unlock your door with a home key
  • Configure a router
  • Invite others to control accessories
  • Add more homes
  • Get music, movies, and TV shows
  • Get ringtones
  • Manage purchases and settings
  • Magnify nearby objects
  • Change settings
  • Detect people around you
  • Detect doors around you
  • Receive image descriptions of your surroundings
  • Read aloud text and labels around you
  • Set up shortcuts for Detection Mode
  • Add and remove email accounts
  • Set up a custom email domain
  • Check your email
  • Unsend email with Undo Send
  • Reply to and forward emails
  • Save an email draft
  • Add email attachments
  • Download email attachments
  • Annotate email attachments
  • Set email notifications
  • Search for email
  • Organize email in mailboxes
  • Flag or block emails
  • Filter emails
  • Use Hide My Email
  • Use Mail Privacy Protection
  • Change email settings
  • Delete and recover emails
  • Add a Mail widget to your Home Screen
  • Print emails
  • Get travel directions
  • Select other route options
  • Find stops along your route
  • View a route overview or a list of turns
  • Change settings for spoken directions
  • Get driving directions
  • Get directions to your parked car
  • Set up electric vehicle routing
  • Report traffic incidents
  • Get cycling directions
  • Get walking directions
  • Get transit directions
  • Delete recent directions
  • Get traffic and weather info
  • Share your ETA
  • Download offline maps
  • Search for places
  • Find nearby attractions, restaurants, and services
  • Get information about places
  • Mark places
  • Share places
  • Rate places
  • Save favorite places
  • Explore new places with Guides
  • Organize places in My Guides
  • Delete significant locations
  • Look around places
  • Take Flyover tours
  • Find your Maps settings
  • View and save measurements
  • Measure a person’s height
  • Use the level
  • Set up Messages
  • About iMessage
  • Send and reply to messages
  • Unsend and edit messages
  • Keep track of messages
  • Forward and share messages
  • Group conversations
  • Watch, listen, or play together using SharePlay
  • Collaborate on projects
  • iMessage apps
  • Take and edit photos or videos
  • Share photos, links, and more
  • Send stickers
  • Request, send, and receive payments
  • Send and receive audio messages
  • Animate messages
  • Change notifications
  • Block, filter, and report messages
  • Delete messages and attachments
  • Recover deleted messages
  • View albums, playlists, and more
  • Show song credits and lyrics
  • Queue up your music
  • Listen to broadcast radio
  • Subscribe to Apple Music
  • Play music together in the car with iPhone
  • Listen to lossless music
  • Listen to Dolby Atmos music
  • Apple Music Sing
  • Find new music
  • Add music and listen offline
  • Get personalized recommendations
  • Listen to radio
  • Search for music
  • Create playlists
  • See what your friends are listening to
  • Use Siri to play music
  • Listen to music with Apple Music Voice
  • Change the way music sounds
  • Get started with News
  • Use News widgets
  • See news stories chosen just for you
  • Read stories
  • Follow your favorite teams with My Sports
  • Listen to Apple News Today
  • Subscribe to Apple News+
  • Browse and read Apple News+ stories and issues
  • Download Apple News+ issues
  • Listen to audio stories
  • Solve crossword puzzles
  • Search for news stories
  • Save stories in News for later
  • Subscribe to individual news channels
  • Get started with Notes
  • Add or remove accounts
  • Create and format notes
  • Draw or write
  • Add photos, videos, and more
  • Scan text and documents
  • Work with PDFs
  • Create Quick Notes
  • Search notes
  • Organize in folders
  • Organize with tags
  • Use Smart Folders
  • Export or print notes
  • Change Notes settings
  • Make a call
  • Answer or decline incoming calls
  • While on a call
  • Set up voicemail
  • Check voicemail
  • Change voicemail greeting and settings
  • Select ringtones and vibrations
  • Make calls using Wi-Fi
  • Set up call forwarding and call waiting
  • Avoid unwanted calls
  • View photos and videos
  • Play videos and slideshows
  • Delete or hide photos and videos
  • Edit photos and videos
  • Trim video length and adjust slow motion
  • Edit Cinematic mode videos
  • Edit Live Photos
  • Edit portraits
  • Use photo albums
  • Edit, share, and organize albums
  • Filter and sort photos and videos in albums
  • Make stickers from your photos
  • Duplicate and copy photos and videos
  • Merge duplicate photos and videos
  • Search for Photos
  • Identify people and pets in Photos
  • Browse photos by location
  • Share photos and videos
  • Share long videos
  • View photos and videos shared with you
  • Watch memories
  • Personalize your memories
  • Manage memories and featured photos
  • Use iCloud Photos
  • Create shared albums
  • Add and remove people in a shared album
  • Add and delete photos and videos in a shared album
  • Set up or join an iCloud Shared Photo Library
  • Add content to an iCloud Shared Photo Library
  • Use iCloud Shared Photo Library
  • Import and export photos and videos
  • Print photos
  • Find podcasts
  • Listen to podcasts
  • Follow your favorite podcasts
  • Use the Podcasts widget
  • Organize your podcast library
  • Download, save, or share podcasts
  • Subscribe to podcasts
  • Listen to subscriber-only content
  • Change download settings
  • Make a grocery list
  • Add items to a list
  • Edit and manage a list
  • Search and organize lists
  • Work with templates
  • Use Smart Lists
  • Print reminders
  • Use the Reminders widget
  • Change Reminders settings
  • Browse the web
  • Search for websites
  • Customize your Safari settings
  • Change the layout
  • Use Safari profiles
  • Open and close tabs
  • Organize your tabs
  • View your Safari tabs from another Apple device
  • Share Tab Groups
  • Use Siri to listen to a webpage
  • Bookmark favorite webpages
  • Save pages to a Reading List
  • Find links shared with you
  • Annotate and save a webpage as a PDF
  • Automatically fill in forms
  • Get extensions
  • Hide ads and distractions
  • Clear your cache
  • Browse the web privately
  • Use passkeys in Safari
  • Check stocks
  • Manage multiple watchlists
  • Read business news
  • Add earnings reports to your calendar
  • Use a Stocks widget
  • Translate text, voice, and conversations
  • Translate text in apps
  • Translate with the camera view
  • Connect apps and add your TV provider
  • Subscribe to Apple TV+, MLS Season Pass, and Apple TV channels
  • Get shows, movies, and more
  • Watch sports
  • Watch Major League Soccer with MLS Season Pass
  • Control playback
  • Manage your library
  • Change the settings
  • Make a recording
  • Play it back
  • Edit or delete a recording
  • Keep recordings up to date
  • Organize recordings
  • Search for or rename a recording
  • Share a recording
  • Duplicate a recording
  • Keep cards and passes in Wallet
  • Set up Apple Pay
  • Use Apple Pay for contactless payments
  • Use Apple Pay in apps, App Clips, and Safari
  • Track your orders
  • Use Apple Cash
  • Use Apple Card
  • Use Savings
  • Pay for transit
  • Use car, home, and hotel keys
  • Add identity cards
  • Use COVID-19 vaccination cards
  • Add Apple Account Card
  • Use Express Mode
  • Organize your Wallet
  • Check the weather
  • Check the weather in other locations
  • View weather maps
  • Manage weather notifications
  • Use Weather widgets
  • Learn the weather icons
  • Find out what Siri can do
  • Tell Siri about yourself
  • Have Siri announce calls and notifications
  • Add Siri Shortcuts
  • About Siri Suggestions
  • Use Siri in your car
  • Change Siri settings
  • Contact emergency services
  • Use Emergency SOS via satellite
  • Request Roadside Assistance via satellite
  • Set up and view your Medical ID
  • Use Check In
  • Manage Crash Detection
  • Reset privacy and security settings in an emergency
  • Set up Family Sharing
  • Add Family Sharing members
  • Remove Family Sharing members
  • Share subscriptions
  • Share purchases
  • Share locations with family and locate lost devices
  • Set up Apple Cash Family and Apple Card Family
  • Set up parental controls
  • Set up a child’s device
  • Get started with Screen Time
  • Protect your vision health with Screen Distance
  • Set up Screen Time for yourself
  • Set communication and safety limits and block inappropriate content
  • Set up Screen Time for a family member
  • Charging cable
  • Power adapters
  • MagSafe chargers and battery packs
  • MagSafe cases and sleeves
  • Qi-certified wireless chargers
  • Use AirPods
  • Use EarPods
  • Apple Watch
  • Wirelessly stream videos and photos to Apple TV or a smart TV
  • Connect to a display with a cable
  • HomePod and other wireless speakers
  • Pair Magic Keyboard
  • Enter characters with diacritical marks
  • Switch between keyboards
  • Use shortcuts
  • Choose an alternative keyboard layout
  • Change typing assistance options
  • External storage devices
  • Bluetooth accessories
  • Share your internet connection
  • Allow phone calls on your iPad and Mac
  • Use iPhone as a webcam
  • Hand off tasks between devices
  • Cut, copy, and paste between iPhone and other devices
  • Stream video or mirror the screen of your iPhone
  • Start SharePlay instantly
  • Use AirDrop to send items
  • Connect iPhone and your computer with a cable
  • Transfer files between devices
  • Transfer files with email, messages, or AirDrop
  • Transfer files or sync content with the Finder or iTunes
  • Automatically keep files up to date with iCloud
  • Use an external storage device, a file server, or a cloud storage service
  • Intro to CarPlay
  • Connect to CarPlay
  • Use your vehicle’s built-in controls
  • Get turn-by-turn directions
  • Change the map view
  • Make phone calls
  • View your calendar
  • Send and receive text messages
  • Announce incoming text messages
  • Play podcasts
  • Play audiobooks
  • Listen to news stories
  • Control your home
  • Use other apps with CarPlay
  • Rearrange icons on CarPlay Home
  • Change settings in CarPlay
  • Get started with accessibility features
  • Turn on accessibility features for setup
  • Change Siri accessibility settings
  • Open features with Accessibility Shortcut
  • Change color and brightness
  • Make text more legible
  • Reduce onscreen motion
  • Customize per-app visual settings
  • Hear what’s on the screen or typed
  • Hear audio descriptions
  • Turn on and practice VoiceOver
  • Change your VoiceOver settings
  • Use VoiceOver gestures
  • Operate iPhone when VoiceOver is on
  • Control VoiceOver using the rotor
  • Use the onscreen keyboard
  • Write with your finger
  • Use VoiceOver with an Apple external keyboard
  • Use a braille display
  • Type braille on the screen
  • Customize gestures and keyboard shortcuts
  • Use VoiceOver with a pointer device
  • Use VoiceOver for images and videos
  • Use VoiceOver in apps
  • Use AssistiveTouch
  • Adjust how iPhone responds to your touch
  • Use Reachability
  • Auto-answer calls
  • Turn off vibration
  • Change Face ID and attention settings
  • Use Voice Control
  • Adjust the side or Home button
  • Use Apple TV Remote buttons
  • Adjust pointer settings
  • Adjust keyboard settings
  • Adjust AirPods settings
  • Turn on Apple Watch Mirroring
  • Control a nearby Apple device
  • Intro to Switch Control
  • Set up and turn on Switch Control
  • Select items, perform actions, and more
  • Control several devices with one switch
  • Use hearing devices
  • Use Live Listen
  • Use sound recognition
  • Set up and use RTT and TTY
  • Flash the LED for alerts
  • Adjust audio settings
  • Play background sounds
  • Display subtitles and captions
  • Show transcriptions for Intercom messages
  • Get Live Captions (beta)
  • Type to speak
  • Record a Personal Voice
  • Use Guided Access
  • Use built-in privacy and security protections
  • Set a passcode
  • Set up Face ID
  • Set up Touch ID
  • Control access to information on the Lock Screen
  • Keep your Apple ID secure
  • Use passkeys to sign in to apps and websites
  • Sign in with Apple
  • Share passwords
  • Automatically fill in strong passwords
  • Change weak or compromised passwords
  • View your passwords and related information
  • Share passkeys and passwords securely with AirDrop
  • Make your passkeys and passwords available on all your devices
  • Automatically fill in verification codes
  • Automatically fill in SMS passcodes
  • Sign in with fewer CAPTCHA challenges on iPhone
  • Use two-factor authentication
  • Use security keys
  • Manage information sharing with Safety Check
  • Control app tracking permissions
  • Control the location information you share
  • Control access to information in apps
  • Control how Apple delivers advertising to you
  • Control access to hardware features
  • Create and manage Hide My Email addresses
  • Protect your web browsing with iCloud Private Relay
  • Use a private network address
  • Use Advanced Data Protection
  • Use Lockdown Mode
  • Receive warnings about sensitive content on iPhone
  • Turn iPhone on or off
  • Force restart iPhone
  • Back up iPhone
  • Return iPhone settings to their defaults
  • Restore all content from a backup
  • Restore purchased and deleted items
  • Sell, give away, or trade in your iPhone
  • Erase iPhone
  • Install or remove configuration profiles
  • Important safety information
  • Important handling information
  • Find more resources for software and service
  • FCC compliance statement
  • ISED Canada compliance statement
  • Ultra Wideband information
  • Class 1 Laser information
  • Apple and the environment
  • Disposal and recycling information
  • Unauthorized modification of iOS

Edit portraits on iPhone

how to edit a article

Change the Portrait Lighting effect

On models that support Portrait Lighting , you can apply, change, or remove the Portrait Lighting effects in portraits.

Tap any portrait to view it in full screen, then tap Edit.

the Depth Adjustment button

Natural Light: The face is in sharp focus against a blurred background.

Studio Light: The face is brightly lit, and the photo has an overall clean look.

Contour Light: The face has dramatic shadows with highlights and lowlights.

Stage Light: The face is spotlit against a deep black background.

Stage Light Mono: The effect is like Stage Light, but the photo is in classic black and white.

High-Key Light Mono: Creates a grayscale subject on a white background (on supported models ).

Note: On iPhone X R , only the front camera supports Natural Light, Studio Light, and Contour Light.

Drag the slider left or right to adjust the intensity of the lighting effect.

Tap Done to save your changes.

To undo Portrait Lighting after you save, tap Edit, then tap Revert to go back to the original lighting.

Note: To remove Portrait Lighting from a photo, tap Portrait at the top of the screen.

Adjust Depth Control in portraits

Use the Depth Control slider (on supported models ) to adjust the level of background blur in your portraits.

The Edit screen of a portrait in Photos. A portrait is in the center of the screen and below the photo is a slider to adjust the Depth Adjustment setting. Below the slider from left to right are the Portrait, Adjust, Filters, and Crop buttons. The Portrait button is selected.

Drag the Depth Control slider to increase or decrease the background blur effect.

A white dot marks the original depth value for the photo.

Change the focus point of a portrait

You can change the subject (or focus point) using Focus Control. When you select a new subject, the background blur automatically adjusts so the new subject appears sharp and in focus. Make sure that the new subject isn’t blurred or too far in the distance.

Tap a new subject or focus point in the photo.

Note: Available on portraits taken on iPhone 13 models and later, with iOS 16 or later.

Apply the portrait effect to photos taken in Photo mode

On iPhone 15 models, photos with a person, dog, or cat taken in Photo mode can become portraits in the Photos app.

Tap any photo taken in Photo mode to view it in full screen, then tap Edit.

the Depth Adjustment button

Use the Depth Control slider to increase or decrease the level of background blur in the portrait.

To undo the portrait effects, open the photo, tap Edit, then tap Revert.

Note: When the portrait effect is applied to a Live Photo taken in Photo mode, the Live Photo effects aren’t available. Tap Live to view the Live Photo or apply a Live Photo effect without the portrait effect applied.

Home » News » Edit Your Website on the Go With Hostinger’s Mobile Editor

Edit Your Website on the Go With Hostinger’s Mobile Editor

Our independent research projects and impartial reviews are funded in part by affiliate commissions, at no extra cost to our readers. Learn more

how to edit a article

Written and researched by:

Purple background with two phone models showing Hostinger's mobile editor

  • Use Hostinger’s mobile editor to build and manage your website
  • Available on Hostinger’s Website Builder & Web Hosting plan and select hosting plans

Hostinger, a relatively fresh face in the website builder industry, has announced an updated mobile editor to help you create and edit your website using your mobile device .

You don’t need to download a separate app – the intuitive design means it’s easy to change your site without needing a desktop or tablet. Not only does this make Hostinger a more accessible website builder , but it also gives users the flexibility to work on their website where and when it’s convenient for them.

For example, you might be struck with an idea when you’re out and about or can’t sleep at night, or you might have an urgent fix to make to one of your pages. With the mobile-friendly editor, Hostinger allows users to jump right in and start working on their website without delay.

To gain access to the mobile editor, you’ll need to be subscribed to Hostinger’s Website Builder & Web Hosting plan or any of Hostinger’s web and cloud hosting plans.

Using Hostinger’s Mobile Editor

Since Hostinger’s mobile editor isn’t a separate app, you simply need to open your preferred browser on your mobile device and use the editor in the same way as a desktop. Once there, navigate your account’s sidebar and choose to create a new website or edit an existing site. Pretty simple!

Hostinger promotes its mobile editor as a mirror of its desktop website builder, stating that all of the “essential website creation and editing features” are included. To help you build a website and manage your website’s design , you can:

  • Navigate your website’s dashboard – stay on top of your site’s looks and backend settings
  • Tweak or add website elements – move elements like text boxes, images, and contact forms around with a touch of your finger or use the arrow buttons
  • Rearrange your website’s layout – switch up your sections and give your website a whole new look with the mobile editor
  • Manage your pages and navigation – make it easier for visitors to find their way around, whether they’re on mobile or desktop
  • Update your website’s style – change your colors and fonts with ease so you can always make sure your site’s branding and aesthetic match your business
  • Create blog posts – edit new or existing content to keep your website’s blog up to date
  • Access Hostinger’s AI tools – make the most of Hostinger’s suite of AI tools including AI Assist for speedy text generation when working from your mobile device
  • Monitor your site – keep track of performance, traffic, and overall statistics

Hostinger’s mobile editor makes all of this possible from your mobile device, giving website owners the freedom to choose which device works best for them when editing and managing their website. You can even seamlessly switch between the two editors without any hiccups.

Written by:

how to edit a article

I’m a Senior Writer at Website Builder Expert, which means I’m part of a great team that produces and updates content for the website. I specialize in writing highly-researched and accessible guides, comparisons, and reviews that provide readers with everything they need to know about getting started and growing online. I’ve also written about small businesses for Startups.co.uk, video optimization for Industry Today, and HTML for Digital Information World. While working for Website Builder Expert, I’ve gained expertise in website builders, ecommerce platforms, and hosting providers through hands-on testing and research analysis. I’ve also attended expos to further my industry knowledge – all of this helps me pitch fresh article ideas for the website. Additionally, I manage our website’s comments which allows me to have a good understanding of what you, our readers, care about.

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How to turn regular photos into Portrait mode photos on an iPhone 15

You can take a standard photo now and turn it into a portrait mode photo later..

By Allison Johnson , a reviewer with 10 years of experience writing about consumer tech. She has a special interest in mobile photography and telecom. Previously, she worked at DPReview.

Share this story

Illustration of a phone with a photo of a cat featured on screen.

Anyone with an iPhone who’s taken a picture of their child or pet knows the Portrait mode dilemma. Portrait mode adds that lovely, soft bokeh effect to the background of your image and calls attention to your subject — ideal when your toddler or cat is doing something adorable. But taking the extra second to switch from the standard camera app to Portrait mode sometimes means missing the moment entirely. 

Now, there’s good news for iPhone 15 owners: all of the most recent iPhones — the iPhone 15, 15 Plus , 15 Pro, and 15 Pro Max — will allow you to apply Portrait mode after capture to pictures taken in the standard camera mode. You can even shift focus to a different subject or part of the frame if you want. Here’s how it all works. (I followed these steps on an iPhone 15 Pro running iOS 17.0.2.)

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First things first: not every photo you take can be turned into a Portrait mode photo. The phone needs to record depth information to apply the portrait effect after the fact, and it doesn’t do that for every photo. The iPhone 15 will automatically save depth information when it detects a face, a cat, or a dog in the frame. It will also save the depth information whenever you tap the frame to focus on a subject. 

You’ll know it’s working when you see an f-stop icon appear in the bottom-left corner of the frame as you’re taking a photo. You can tap the icon to see the portrait effect as you take the photo, but it’s not necessary. Just take the photo as you normally would, and you’ll be able to convert it later.

Provided that the depth information was saved, here’s all you need to do:

  • Open your photo in the Photos app . 
  • Tap the Portrait option in the top left of the photo. You’ll see that Portrait Off is selected. 
  • Tap Portrait . A blurred background will be applied to your image. 

Screenshot of selfie showing two people and editing options.

But wait, there’s more

You have a few more options if you want to tweak the results. 

  • Tap Edit to bring up the editing window. From here, you can use the f-stop slider to adjust the strength of the background blur. 
  • You’ll also see a yellow autofocus box indicating the point of focus in your image. To shift the focus somewhere else, just tap anywhere in the frame to move the focus box. 

Once you’re happy with how it all looks, tap Done to save the image — you can always revert to the original by opening it up again in Photos and undoing your changes.

A couple more notes: you can use this feature with the phone’s main, telephoto, and selfie cameras. It will also work if you have Live Photos turned on, though depth information is only saved for the cover frame of your Live Photos burst. That means you can apply Portrait mode to a live photo, but only that key frame will have the blurred background effect. If you choose a different frame — say, one where everyone is looking at the camera — you won’t be able to apply Portrait mode. We can’t quite have it all, unfortunately.

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  26. Edit portraits on iPhone

    Make sure that the new subject isn't blurred or too far in the distance. Open the Photos app on your iPhone. Tap any portrait to view it in full screen, then tap Edit. Tap a new subject or focus point in the photo. Tap Done. Note: Available on portraits taken on iPhone 13 models and later, with iOS 16 or later.

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