Omnisnia CRM Docs / Knowledge Base

Knowledge Base

The Knowledge Base — browse and search all your documents from one place

The Knowledge Base is a single place to browse and search every document in your organization. It’s a read-and-find view over the same files you manage under Documents — it doesn’t upload or change them. You’ll find it under Knowledge Base in the left navigation (the Workspace group).

Browse your documents

  1. In the left navigation, click Knowledge Base.
  2. You’ll see your folders as an expandable tree, each showing how many documents it holds. Documents whose folder is missing appear under Unfiled.
  3. Expand a folder and click a document to open it in the document editor .

Search your documents

  1. In the Search documents… box at the top, type a word or phrase.
  2. Results appear as you type, each with a snippet showing your search term in context (the matching words are highlighted).
  3. Click a result to open that document.

Search covers the text content of your documents (a fast full-text search), and it respects your permissions — you only ever see documents you’re allowed to. If nothing matches, you’ll see “No documents match ….”

Good to know

  • Knowledge Base search is full-text (keyword) search, not semantic/AI search. To ask questions about your documents in natural language, use the Omni assistant in a channel.
  • To add or change documents, use Documents ; the Knowledge Base only browses and searches them.
  • Documents — upload, organize, preview, and version documents
  • Omni Assistant — natural-language answers grounded in these documents