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

Following is a general overview of what is included:

• Admin Setup Menu – an overview of the Setup menu options
• End User Interface – introduction to the end user interface
• Groups and Teams – overview of managing user permissions and the default user roles.
• Background Tables – background tables are used by multiple modules and store basic information about people, places, and organizations.
• Global Process Tables – approvals, tasks, and time entries are used with several modules including contract management and service desk.
• Contract Management – manage the contract lifecycle, including e-signature and approval workflows.
• Service Desk Operation – create an internal or external helpdesk.
• Project Management – organize projects and manage purchase orders.
• Sales Automation and CRM – track and automate sales leads, opportunities, and quotes.
• Document Management and FAQs – the Documents table holds records for published documents.
• System Tables – includes tables that manage other automation and functions, including the EUI Templates Table and Replacement Variables Table