When to use it

A practical example for your team

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

Illustrative workflow. Your setup, access and enabled features determine the available steps.

How company knowledge and policy documents works

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.

Bring a sample brief or policy and the review process it follows. Discuss editing access, review responsibilities and any required signing workflow.

Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.