How to Export Knowledge Base Article from the Customer Portal
Customers, visitors, and agents can save a Knowledge Base (KB) article as a PDF directly from the Customer Portal. This is useful for offline reading, sharing with stakeholders, attaching to tickets, or keeping a point‑in‑time copy of a guide. This article explains how admins enable this option and how customer portal users export and open the PDF.
Prerequisites
To export articles through the customer portal, the Show export as PDF option must be enabled in the customer portal settings, as explained below:
How to Enable “Show Export as PDF Option”
Enable the feature once in the Customer Portal settings so it appears on every KB article for viewers.
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Go to Admin → Customer Portal.
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Open the Knowledge Base tab.
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Check Show export PDF option.
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Click Update to save.
Once enabled, the “Export as PDF” option will appear in every article within the customer portal.
How to Export an Article as PDF in the Customer Portal
Use the article’s More menu to generate a downloadable PDF.
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Open the article in the Customer Portal.
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Click the three‑dots (More) menu in the top‑right of the article header.
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Select Export as PDF. A download begins, and a confirmation toast appears (e.g., “PDF downloaded successfully.”).
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When your browser shows the download notification, open the file from your browser’s Downloads panel or your default download folder and view the content.
Frequently Asked Questions (FAQs)
1) Why can’t I see “Export as PDF” within the more options feature in a BoldDesk article?
To see the “Export as PDF” option, ask an admin to enable Show export PDF option under Admin → Customer Portal → Knowledge Base, then Update.
2) What content is included in the PDF of an exported BoldDesk article?
The export captures the article’s visible title and body as rendered in the portal.
3) Can I export multiple articles at once from the BoldDesk’s Customer Portal?
No. The portal exports one article at a time.
4) What occurs to media formats (images or videos) in the exported articles?
All images are included in the PDF exactly as they appear in the article. However, for videos, a thumbnail is provided, which redirects you to the video source upon clicking.
