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Note

The Knowledge base feature is only available in Practice Pro + Accounting systems.

The Knowledge Base allows you to create a company-wide “Intranet” consisting of uploaded documents and links to Internet resources that you can organize within a table of contents and make the content. Selected pages can be linked to Steps in the workflow so staff can access the relevant resources at the time they are performing the related function – we call this “Smart Help”,

Examples of content you may want to maintain in the Knowledge Base are:

  • Company policies and procedures

  • Employee handbook

  • Health and Safety Information

  • Internet resources

  • Sales and Marketing Material

  • Local information (cafés, restaurants, public transport)

Info

https://actionstep.zendesk.com/hc/en-us/articles/360055952713-Knowledge-Base in Actionstep Help Center

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