Knowledge Base

What It Does

Knowledge Base is your portfolio's shared brain. Store documents, procedures, community rules, and staff notes in one searchable place. Everyone on your team can find what they need without asking.

Who It's For

Property Management Companies using LotWize to manage HOA portfolios.

How to Use It

Step 1: Create Articles

Click "Knowledge Base" in the sidebar, then "New Article." Write the title, pick a category, and add the content. You can format text, add images, and attach files.

Step 2: Organize by Category

Use categories like "Onboarding," "Maintenance," "Financials," and "Emergency Procedures." Drag and drop articles to reorder them within a category.

Step 3: Search and Share

Use the search bar to find articles instantly. Click "Share" to send a link to a specific article to a staff member or board member. You can also create briefings — collections of articles for a specific topic or meeting.

Common Issues

Q: Who can edit the Knowledge Base? A: Admins and Managers can create and edit articles. Support staff can read but not edit unless you give them permission.

Q: Can I import existing documents? A: Yes. Upload PDFs, Word files, or images. They become searchable articles automatically.

Pro Tips

• Write articles for the questions you get asked most often. It saves hours over time.
• Update articles quarterly. Old info is worse than no info.

Related Features

• Ask
• Intelligence
• Staff Management

Need Help?

Contact support at support@sanafai.com