Knowledge Base — bases and pages

Purpose

Separate reference content from files and procedures subject to approval.

Step by step#

1. 1

   Open Knowledge Base and create/open a base available to your access.

2. 2

   Organize base pages and give them clear titles to make information easy to find.

3. 3

   Edit content in the block editor and check formatting and links after pasting text.

4. 4

   Use Import File: choose Without AI for text/formatting or With AI to organize content and read images/scanned PDFs when enabled. Review the title, labels and preview.

5. 5

   Check Supplementary Content for omitted passages and confirm Create Page: import creates a draft after your review.

6. 6

   Review base/page access and sharing before making content available to the team or externally.

7. 7

   Use search and navigation to check that another authorized person can find the guidance.

8. 8

   Update pages and cross-references when a process changes; use SOPs for formal procedure review/approval.