The LawVu Knowledge management product is a powerful system that perfectly compliments the LawVu Matter management and LawVu Contract management products.
It lets people easily create rich articles and categorize them accordingly - as well as create links to other articles, matter or contract creation forms, and external resources.
This means that you can easily build out a comprehensive knowledge base and guide your users down various paths (linking articles together) and allow them to create certain matters or contracts as you wish.
In this article:
Introduction to Articles
Articles are the fundamental building blocks of our knowledge management product, designed for effortless creation, categorization, editing, and inclusion in search results.
An article has a title, and an optional subtitle, and must be included in an Article Category.
To create or edit articles, you must have the 'Manage articles and documents' permission.
To learn more about working and linking Articles, check this article: Create, link and share Knowledge Base articles
Article and Documents Categories
To keep your work organized you will save your articles/documents under Article/Documents Categories, available on the right-hand side of the Knowledge:
If you are an Administrator, you can create categories for your articles or documents, by going to Settings / Knowledge Management / Article or Document categories.
Clicking the 'Settings' button will give you the option to create new categories, or edit the names of existing ones.
You also have the ability to delete categories that you no longer need, but do note that you will not be able to delete categories that have documents associated with them. You must re-assign the documents before you can delete the category.
To upload a new document, on the Knowledge Base page, select 'Attach files' and select the file you want to upload either from your local drive or an existing matter or contract:
Once uploaded, a preview of the file will appear along with additional fields. In the Document Category dropdown, select a category or add a new category if needed. Optionally, you can add a document description.
Once done, click Save and the document will get saved in the category accordingly.
Note: If a user uploads a document and closes the above modal without assigning a category, it will be saved to the Uncategorized document folder. This folder doesn't have privacy so the best practice would be to move the documents to relevant categories as soon as possible.
Similarly, when saving articles, they have to be set under an existing article category :
To learn how to restrict privacy for articles and documents for specific teams and users, please check the article: Role-specific Knowledge Base articles and Privacy Settings