When to use a Knowledge Base
| Use Knowledge Bases for | Use another TextMine area when |
|---|---|
| Shared libraries of policies, documents, templates, records, or reference material. | A document only needs standard Vault processing and validation. |
| Asking questions across curated sources with source references. | The work is a one-off exploration in Workbench. |
| Creating reusable artifacts, reports, presentations, or review materials from a stable corpus. | The output should run automatically from a trigger; use a Workflow. |
| Turning a drafted review artifact into reusable playbook logic. | The review rules are already known; create or run a Playbook directly. |
Sources and organization
A Knowledge Base can include uploaded files, Vault documents, Legislate documents, and business records. Teams can organize sources into folders, move documents between folders, and arrange the library with an instruction when a large source set needs structure. Knowledge Base sources keep their own display names, summaries, document type labels, topics, status, and source metadata. Where source files came from Vault, Legislate, or Records, the Knowledge Base keeps enough source information to let users trace the material back to its origin.Source profiles, tags, and feedback
Each source can be profiled before it is used for questions or deliverables. Profiles can include summaries, topics, starter questions, extracted text, tables, entities, and source metadata. Teams can also add reusable tags to Knowledge Base sources. A tag is a question or extraction target that can be run against a source, stored, and reused for later review. Feedback fields let teams capture structured source-level review data such as status, priority, owner, date, or notes. Use this when a Knowledge Base needs both searchable context and lightweight review tracking.Ask a Knowledge Base
Users can ask a Knowledge Base questions across all ready sources or a selected source subset. Answers are grounded in the hub’s source material and can include source references and evidence snippets where available. Ask is useful for questions such as:- What does this policy library say about a control or obligation?
- Which documents mention a topic, exception, or risk?
- How do several source documents compare?
- Which source should be used when drafting a report, playbook, or presentation?