Internal wiki
What's in the internal wiki template
The same library your clients get, pointed inward: playbooks, policies, and guides your team can search instead of digging through shared drives.
- Organized by categoryResource directory with categories: Policies, Templates, Training, Sales, Operations, HR, Client Delivery
- Search and filtersSearch and filters by category, owner, file type, and last updated
- Pinned and recentPinned and recently-updated sections, plus a "Request a resource" form
Add your template,
customize it, and publish
Internal wiki installing…3 of 4
Added to your workspace
Each client sees only their own
Fields and statuses set up
Ready to use as is
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add a due date to each item and remind clients before it's due.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
BrandmagesHomeMessagesFilesProposalsContractsInvoicesInternal wiki
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Browse all 30+ templatesStart with the internal wiki template
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