Creating Knowledge Base Article

The Knowledge section is your space to document everything that keeps a building running like SOPs, onboarding manuals, contractor contacts, emergency procedures, and more. Instead of juggling Notion, Google Docs, or shared drives, you can capture this information directly inside Onsite, alongside the site it relates to. That means one less subscription to manage and one source of truth for your team.

Creating an article

1. Open a site and navigate to the Knowledge section in the sidebar.
2. Click New.
3. Choose article.
4. Give your article a title and start writing.

The editor works like a modern block editor type /     anywhere in the document to open the slash command menu and insert images, headings, lists, and more.

Adding a cover photo

A cover photo gives your article a polished, personalised look and makes it easier to recognise at a glance.

1. Open the article you want to update.
2. Click Add cover at the top of the page.
3. Upload your own image, or choose one from the built-in Unsplash library.

Adding an icon

Icons make articles instantly recognisable in lists and search results; for example, a 🔥 for fire safety procedures or a 🛠 for maintenance SOPs.

1. Open the article.
2. Click Add icon above the title.
3. Pick an emoji from the menu.

Embedding cases and other records

You can embed live records from Onsite directly into your knowledge articles, so a referenced case, asset, or contractor always stays up to date.

1. Inside the article, type /    to open the slash command menu.
2. Select the record type you want to embed (for example, Case).
3. Search for and select the record.

The record will appear inline in the article. Anyone viewing the article in Onsite can click through to the full record (a login is required to open the linked record).