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Company knowledge and policy documents

Organize policy guidance and shared knowledge in the document workspace. Keep the current reference and its review context easy to find.

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Scenario#

An operations team maintains a service procedure, reviews a proposed change and points colleagues to the shared document when questions come up.

Steps#

  1. Create a useful reference

    Write guidance around the questions your team actually needs answered. Give each document a clear subject and an identifiable owner in your working process.

  2. Review the content

    Use document review and history when guidance changes. Check that the content remains appropriate before directing people to it.

  3. Connect employee policies

    Use HR policy workflows when employees need a tracked acknowledgement. A knowledge document and an employee acknowledgement serve different parts of the policy process.

See Company knowledge and policy documents on the product site

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