Matter Wiki

Created by Allison Cloyd, Modified on Thu, 19 Jan 2023 at 07:32 PM by Robert Butler

In this article, you will learn about using Actionstep's 'Wiki' tool from within a matter.

To access the Wiki tool, click on the wiki icon within the 'Matter Navigation Bar'

Wiki Icon on the matter screen

 

NOTE
Please note that this article does not contain information about configuring the tool.

 

Contextual View

This will show all Wiki resources that are either linked to the user's current context (which step of the matter they are currently on and which tasks are active), or articles that have been 'pinned to the Contextual View'.

 

List View

This option will sort the articles within the Wiki into a more traditional list view that can be sorted and filtered like other list views in Actionstep.

 

Creating Content

You can use the Create button in the top-right corner to create Wiki articles and links or upload Wiki files. When creating any of these things, you will have the option of 'pinning' them to the Contextual View, as mentioned above. You can also check the 'Add to Wiki Menu' box, which will add the article as a shortcut nestled under the Wiki menu on the 'Matter Navigation Bar'.

 

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