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User Guides
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Jun 25, 2026

Articles: writing and publishing

Heratio's Articles section lets your institution publish articles and news, each with downloadable guides and templates and optional reader comments. This guide is for the people who write them. Admin area: Admin -> Articles.

Writing an article

Open Admin -> Articles -> New Article (or edit an existing one).

  • Title (required) and Excerpt (the short summary shown on cards and listings).
  • Body uses a dual editor with two tabs you switch between using the Markdown / WYSIWYG toggle at the bottom-right:
    • WYSIWYG (visual) - type and format as you would in a word processor.
    • Markdown - edit the raw Markdown source directly. The toolbar along the top gives you bold, italic, headings, lists, tables, links, block quotes, code and image upload. Drag an image in, or use the image button, to upload and embed it.

The body is stored as Markdown, so it stays portable and renders cleanly on the public page.

Organise and publish

In the right-hand panels:

  • Group (for example Compliance, Product, News) - groups articles on the listing.
  • Author, and an optional Slug (auto-generated from the title if left blank).
  • Cover image - shown on cards and at the top of the article.
  • Status (Draft or Published) and Publish date.

Guides and templates (downloads)

When editing a saved article, the Guides & Templates panel lets you attach downloadable files (PDF, Word, Excel, PowerPoint, OpenDocument, CSV, TXT or ZIP, up to 20 MB):

  • Type - choose what the file is (Guide, Template, Checklist / tick-sheet, Worksheet, Report, Dataset, Presentation, Policy). These types are managed in the Dropdown Manager (Admin -> Dropdowns -> "Article Attachment Type"), so an administrator can add your own types without a developer.
  • Title and Description (optional - Title defaults to the file name).
  • Downloads intro message - an optional line shown above the download list on the published article.

Comments

Readers can leave comments on a published article (no account needed; rate-limited to curb abuse). Moderate them at Admin -> Articles -> Comments: approve, mark as spam, or delete.