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Standard System Documentation

The Agiloft standard knowledgebase (KB) contains several modules pre-configured with best practice setup and automation. Depending on selections made when a KB is created, some of these modules may be fully or partly hidden.

This document explains the out-of-the-box setup of the system. It divides the system into several large functional areas and then describes the tables that are used in those functional areas. Following is a general overview of what is included:

  • An overview of the Admin Setup options
  • Introduction to the end user interface
  • Overview of Groups and Teams
  • Background Tables used by multiple modules
    • People/Users
    • Companies
    • Departments
    • Locations
  • Global Process Tables used by multiple modules
    • Approval Management
    • Task Management
    • Time Management
  • Contract Management
  • Service Desk Operation
  • Project and Task Management
  • Sales Automation and CRM
  • Document Management and FAQs
  • System Tables

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