How to edit and contribute

The Knowledge Center is a collaborative wiki that anyone can contribute to, similar to Wikipedia. If you would like to contribute, please send an email to [email protected] and we will set you up with an account.


This is a basic guide to how you can edit pages and contribute. There are multiple parts:

  • How to edit and contribute (Part 1 of 2)
    • This covers the mechanics of using the wiki's editing tools.
  • Manual of style (Part 2 of 2)
    • This part covers the style of language that should be used through this wiki.

Every page has an Edit button at the right side that opens the editor page where you can edit the entire article. You can alternatively click the Edit button next to a specific section's title if you just want to edit one section and not the entire article.

Edit summary

Any time you edit a page it is a good practice to enter an explanation of your changes in the Edit Summary box Edit summary box.jpg

Some examples of edit summaries you could use are:

  • "Typo"
  • "Major edit: added a section on debit cards"
  • "Minor edit: reworded"
  • "Testing"

It is also helpful to check the box "This is a minor edit" for small edits such as a spelling or grammar error fixes.

Show preview

After writing your edits, you should preview your edits to double-check that your changes show up correctly and without mistakes. You can do this by clicking the Show preview button before you click the Save page button.

Save page

Click the Save page button after previewing your changes and verifying that they look correct. This will upload your changes onto the site.


Writing and formatting an article is different from using a typical word processor, such as Microsoft Word. The Knowledge Center uses the same editor as Wikipedia and edits are written in a language called Wiki markup. This language takes certain formatting symbols and converts them into elements such as headers and bullet points.


Headers can be created by surrounding a piece of text with a number of equal signs (=). The number of equal signs corresponds to a particular header level.

First Level Header

== First Level Header ==

When an article has more than three of these first level headers, a table of contents will automatically be created. There is also a shortcut button for this header on the editing toolbar:

Header edit button.jpg

Second Level Header

=== Second Level Header ===


Begin each list item with an asterisk (*) to create a bullet list. Similar to the way different levels of headers are created, using multiple asterisks creates different levels of bullet points.

Bullet list:

  • List item 1
  • List item 2
    • Sub-item
      • Sub-sub-item
  • List item 3
* List item 1
* List item 2
** Sub-item
*** Sub-sub-item
* List item 3

Numbered lists are created and function the same way as bullet lists, but use a hash mark (#) instead of an asterisk.

Numbered list:

  1. List item 1
  2. List item 2
    1. Sub-item
      1. Sub-sub-item
  3. List item 3
# List item 1
# List item 2
## Sub-item
### Sub-sub-item
# List item 3


Internal Links

There are two types of links: internal links and external links. Internal links are links to another wiki page within the Knowledge Center. Linking articles together this way makes wikis cohesive, efficient, and useful. An internal link is created by writing the name of the page you want to link to and surrounding the name with two square brackets on each side. For example:

Credit card basics

[[Credit card basics]]

The editing toolbar also has a shortcut button for creating internal links:

Internal link button.jpg

It is important that each word in the page title is correctly capitalized the same way it is capitalized on the page itself. If you do not capitalize the title exactly the same way, you are linking to a different page.

Sometimes it is helpful to display a link with a different name. To accomplish this, follow the link with a pipe character "|" (note that "|" is not a capital letter "i") and follow the pipe with the alternative name. For example:


[[Credit card basics | Introduction]]

Link to a specific section within a page by follow the page title with a hash mark and the name of that section. For example:


[[Credit card basics#Processors | Processors]]

External Links

External links are the second type of link. These are links to other sites on the internet, outside of this wiki. External links are created by using a single bracket on each side of a link as opposed to the double brackets used for creating internal links. For example:

The New York Times

[ The New York Times]

There is also button for creating external links:

File:External link button.jpg


It helps to call attention to any new term that an article introduces to a reader. This is done with definition call-outs that reinforce the importance and our definition of a term. To create a call-out, begin a line with a semi-colon (;) followed by the term you want to define. Begin the next line with a colon (:) followed by the definition. For example:

A cardholder is the customer whose name is embossed on a credit or debit card.
:A cardholder is the customer whose name is embossed on a credit or debit card.

It is good practice to place a definition call-out following the paragraph where the term is first used to avoid breaking the flow of the paragraph and confusing the reader.


One of this wiki's goals is rigorous accuracy. Citing references allows readers to verify information and give them confidence that we are maintaining that standard of accuracy.

To create a footnote, add ref tags around your source. This source should be placed following the sentence where you have added information. For example:

The New York Times is a newspaper.[1]

The New York Times is a newspaper.<ref>[ The New York Times]</ref>

You will need to create references section if you are adding an article's first footnote. For example:


  1. The New York Times
==References== <br> <references />