How to consult a document on the Knowledge Base?

The Knowledge Base is where the company’s more static documents are shared, such as historical records from previous years, normative documents, among others. To access it, do the following:

• Click on the “Knowledge Base” option in the left side menu;
• Select the Board/Project you wish to view.
• On this screen, you will have some folders, which are:
  • Board/Project Folders - You will find folders that were manually created in the portal. Usually, normative documents, historical records from past years, reports, among other documents are found here.
  • Meeting Materials - You will find materials that were attached to meetings that occur on the portal, whether in the agenda, voting, or action of a meeting.
  • Meeting Minutes - You will find all the published minutes of meetings that took place on the portal.
  • Board/Project Actions - You will find all attachments that were inserted into an action of your board or project.

Important: The green folders are automatically created by the system, and there will be no editing and/or additions of new documents made directly by the user.

Important: When inserting a protected PDF with signatures, all signatures will be removed in the Portal view.

We hope you are enjoying our service and finding the information you need in our help center. If you could evaluate our article, it would help us understand how we can improve and provide an even better service.

At the end of the article, you will find the field “Was this article helpful?”, just click on the option you desire: Yes or No.

We appreciate your time and contribution!