Wiki Module for DigifyCRM (Available on Selected Plans)

Wiki Module for DigifyCRM (Available on Selected Plans)

The Wiki Module provides an internal knowledge base within DigifyCRM, designed to help teams organize and manage knowledge resources efficiently. This module can be used to store internal documentation, guides, and processes that can be easily accessed by the team.

Features Overview:

• Intuitive interface for creating and managing internal articles.

• Full-screen article editing for a better writing experience.

• Mindmap feature for visual knowledge representation.

• Article bookmarking for easy reference.

• Public/Private articles for internal use or sharing with clients.

1. Creating a New Wiki Article

You can create articles to document internal processes, guides, or any other useful information for your team.

Steps to Create a Wiki Article:

1. Navigate to Wiki in the main menu.

2. Click New Article.

3. Enter the article title, and use the rich text editor to add content, images, links, or code snippets.

4. Use the Fullscreen button for distraction-free editing.

5. Assign categories to organize the articles based on topics or departments.

6. Save the article, and it will be accessible under the Wiki dashboard.

2. Mindmap for Articles

The mindmap feature allows you to represent knowledge visually, creating a dynamic way to explore concepts and ideas.

Steps to Add a Mindmap to an Article:

1. When editing an article, go to the Mindmap tab.

2. Use the drag-and-drop interface to create nodes, branches, and relationships between ideas.

3. Once complete, click Publish Mindmap to make it available within the article.

4. Users can view the mindmap alongside the article for a better understanding of complex information.

3. Bookmarking Articles

Bookmarking helps users quickly access frequently referenced articles.

Steps to Bookmark an Article:

1. Open an article from the Wiki dashboard.

2. Click the Bookmark icon at the top of the article.

3. The article will be saved under your Bookmarked Articles section for easy access.

4. Public vs Private Articles

You can control whether articles are visible only to internal staff or can be shared publicly with external users.

Steps to Set Article Privacy:

1. When creating or editing an article, select the Visibility option.

2. Choose between Public (visible to clients or external users) or Private (internal use only).

3. Save the article. Public articles can now be shared via a direct link or viewed by clients with the appropriate permissions.

5. Managing Categories

Organize your wiki articles by creating categories for better knowledge management.

Steps to Manage Wiki Categories:

1. Navigate to Wiki > Categories.

2. Click Add New Category.

3. Enter the category name (e.g., HR, Finance, Development).

Save the category, and it will be available when creating or editing articles.