How to write your own knowledge base article in Docs
Docs is your team's own editable knowledge base - separate from this Help Guide - for internal notes, SOPs, or playbooks.
What is it
Docs is a user-editable knowledge base built into ExpiryEdge - your team writes and publishes its own articles here (SOPs, playbooks, internal notes). It is a different feature from this Help Guide (which is admin-authored, fixed content describing how ExpiryEdge itself works) - Docs is for content you create about your own processes.
Why / when to use it
Steps- Use Docs to write down your organization's own procedures - e.g. "how our team handles a vendor contract renewal", "who to escalate an overdue certification to" - things specific to how you use ExpiryEdge, not how the software works.
- Come to this Help Guide instead when the question is about ExpiryEdge's own features and screens.
- From the sidebar, go to Docs, then click Create New.
- Give it a Title and pick an emoji icon.
- Write the content in the rich text editor - headings, tables, lists, links, and images are all supported.
- Add Labels (tags) to help organize and find it later, and attach files if needed.
- Save as Draft while you're working on it, or Publish when it's ready for your team to read.
- Use the search and filter bar on the Docs list to find articles by title, status, or label.