Wiki pages explained
Wiki pages are an internal knowledge base for your firm — a place to create and store standard operating procedures, onboarding guides, and cheat sheets. Once published, they can be linked directly to jobs so team members always have the right instructions at hand.
Wiki pages at a glance
Wiki pages are firm-internal documents that exist independently of client accounts. You create a page using a built-in editor that supports rich text, images, and embedded video, then publish it to make it available to your team.
You can add wiki pages to jobs, so that all team members have them handy when they need them:
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Add a wiki page to a job template to provide team members with the procedure to follow for that specific type of job.
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Add a wiki page automation to a stage in a pipeline to automatically provide team members with the procedure to follow at that particular stage of a job.
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Manually add a wiki page to a specific job to provide a team member with the procedure to follow for that job.
How wiki pages work
- A team member creates a wiki page and drafts the content. The page stays in draft until explicitly published.
- The page is published, making it visible to all team members and available for use in jobs, job templates, and pipeline automations.
- The page could be linked to a job — manually, via a job template, or automatically at a pipeline stage.
- Team members open the job and access the linked wiki page directly from the job card.
Access and permissions
Firm owners and admins can create and edit all wiki pages. Team members can create wiki pages but can only edit the pages they created themselves.
Automate processes with wiki pages
Wiki pages can be linked to jobs automatically via pipeline automations . When a job reaches a specific stage, the selected wiki page is attached to the job without any manual action required.
Client view
Wiki pages are not accessible to clients by default. However, links to individual published pages can be shared with specific clients using the share feature .
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