About the Firm Knowledge Base

Modified on Wed, 4 Jun at 4:42 PM

You can use Actionstep to host a company-wide knowledge base or intranet where you can upload documents and links to Internet resources. Selected pages within your knowledge base can be linked to steps in a matter type's workflow so staff can access the relevant resources at the time they are performing the related function. This "smart help" can be organized and searched using a table of contents. 


Some types of content you may want to maintain in a knowledge base include:

  • Company policies and procedures
  • Employee handbook
  • Health and safety information
  • Internet resources
  • Sales and marketing material
  • Local information (cafés, restaurants, public transport)


TIP:  In addition to a company-wide knowledge base, Actionstep also allows you to create wikis, which are associated with a specific matter type. Unlike the Knowledge Base, a wiki can be exported with each matter type to create self-contained apps that can be installed in other Actionstep systems. To learn more, see Adding Content to a Matter Wiki.




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