How To: Knowledge

The Knowledge Module is the place where we store our boilerplate narratives, firm documentation and statistics, safety information, community involvement, financials; and National SOQs.

The home page of the Knowledge Module show the "knowledge tree" that displays links to available knowledge categories. Each category shows the number of Knowledge records entered within that category.

Information and images stored in the Knowledge Module can be used to generate documents in the Publisher Module.

Add Images, Documents, Projects

Step 1: Click Knowledge

Step 2: Click the Category or Unassigned Knowledge

Step 3: Click on the Title

Step 4: Click Add on the section necessary

Step 5: Click Save

Search Knowledge

Use the Quick Search on the top of the Unanet CRM page and select Knowledge from the drop down on the right or try advanced search from within the Knowledge Module.