Accessing Your Firm's Knowledge Base Content

Actionstep allows firms to create useful content for team members and then host it using the Knowledge Base functionality within Actionstep. (See About the Firm Knowledge Base to learn more.)

Some types of content you might see in a knowledge base include:

• Company policies and procedures
• Employee handbook
• Guidelines associated with a specific matter type
• Internet resources
• Sales and marketing material

There are two places you can typically view knowledge base content: 1) in the knowledge base itself and 2) linked from specific steps in your workflow (which is known as Smart Help). 

Viewing the Firm's Knowledge Base

You can access the firm's knowledge base from the main menu. 

To do this:

1. In Actionstep, go to More > Knowledge Base > Contents. The knowledge base is displayed, showing a list of topics in a table of contents on the left side.
   
2. Click a topic to expand or collapse it. 
3. Click a document within a topic to view it. 
4. Use the Back and Forward buttons to navigate between topics you've already viewed.
5. Click Print to print the document you're currently displaying. 

Viewing Smart Help

Your knowledge base creators can link knowledge base content to specific steps in a matter's workflow, which can provide supplementary information related to the specific workflow you're on. When you change workflow steps, you can access the content. 

To do this:

1. In Actionstep, view a matter. (See Editing a Matter for instructions.)
2. Click the Steps menu icon. The Steps page appears.
3. Click the information icon on a specific workflow step.
   The knowledge base is displayed, showing the related content.

Related Articles:

• About the Firm Knowledge Base
• Setting Firm Knowledge Base Permissions
• Adding Topics to a Firm Knowledge Base
• Managing Content in a Firm Knowledge Base
• Adding Documents to a Firm Knowledge Base
• Adding Web Links to a Firm Knowledge Base
• Sharing Knowledge Base Content Between Actionstep Systems