Documents & Knowledge
Documents are not a silo: they hang off invoices, contracts, employees, and tickets. Knowledge Base is the curated layer for reuse.
Apps involved: Documents · Knowledge · Knowledge Base
Attach
Upload or generate-from on the source record so the document chain stays intact.
Govern
Retention, duplicates, and expiry — Documents Librarian flags clutter.
Publish knowledge
Import a document into KB, review, publish. Agents and Help search the published set.