Acumatica How To: Wiki and Wiki Articles

Posted on: July 6, 2016 | By: Craig Thompson | Acumatica

Acumatica ERP wiki facilitate efficient content management practices and goals. Acumatica ERP wiki digital content consists of articles organized logically within folders. Businesses can easily create focused wikis for sharing information within project teams and departments or with external users. Wiki users can share policy and procedure manuals, employee manuals, business plans, individual plans, task lists, and other frequently updated documents and benefit from wiki version tracking and security. The file attachments feature enables users to link files in any format to wiki articles and to financial transactions recorded in financial modules. Acumatica ERP provides a predefined wiki: Help, which includes the complete set of online documentation. Like any other wiki, the Help wiki can be modified. We strongly recommend you to restrict modifying the Help module. Acumatica wikis offer the following features: 

  • Instant availability of information for intended users  

  • A variety of security options to make the wikis safe, including multi-level access rights based on user roles 

  • Configurable approval procedures 

  • Easy-to-remember markup 

  • Quick keyword search or full-text search of a particular wiki 

  • Article version control 

  • File attachment management

In order to create a new wiki or wiki article, navigate to Configuration > Document Management > Manage > Wiki

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Populate the necessary fields to create the new wiki. On the Access Rights tab, be sure to provide rights to access and modify the new wiki. On the Tags tab, you can create categories. On the Locales tab, be sure to accept default values. Once you are done, click Save. The results should look similar to the example below.

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In order to create a new wiki article, navigate to Help > Company Internal Processes. Click the ‘Create a new article’ link from the left menu. Populate the relevant fields and input your content on the Content tab.



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