Skip to content

Knowledge

Knowledge is an optional, read-only company module. It presents approved customer advice, quotation prompts and standards metadata without copying copyrighted standards content.

Use the search field to match a title, category or summary. Each result states its source or last-reviewed reference so you can distinguish approved guidance from general wording.

Knowledge is a reference surface. It does not replace technical review, confirm that a standard applies to a job or automatically add content to a quotation.

A new pilot normally keeps Knowledge disabled until the company has reviewed and accepted the content that will appear there. A company administrator can enable or disable it under Administration → Company. Disabling the module removes its navigation and blocks direct access; it does not change quotations.

Project-workflow research does not live in Knowledge. Active users open Feedback → Help shape Projects for the questionnaire and can see only their own draft and submitted summary.

Read how Project research is collected.