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Our Knowledge Base feature allows accessed users to upload receipts, files, text, etc. into their own database for their team to access using a search bar or filters.
Click on the "upload" button, dropping your file, or selecting your file from your computer.
- 1.You will be prompted to select the type of document you’ve uploaded.
- 2.You may also add tags to help your team search for this file. * It is very important that you click the green "Add To Index" button if you would like for this documentation to be searchable.
- 3.You can either continue to upload documents, delete the current document, or choose to save the one you are working on.
- 4.Once you save or upload more documents, Knowledge Base will start to scan your current document. During this process our technology is looking for attributes and text that will help your team search process run smoothly.
Last modified 1mo ago