Documents
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.
Scenario#
An operations team maintains a service procedure, reviews a proposed change and points colleagues to the shared document when questions come up.
Steps#
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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.
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Review the content
Use document review and history when guidance changes. Check that the content remains appropriate before directing people to it.
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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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