Welcome to KnowledgeLake

You've just received your KnowledgeLake environment and need to know what to do next? We've got you covered.

• The Help Portal
• Getting Started
• Additional Configuration
• User Guides

The Help Portal

Anytime you are in KnowledgeLake, you can hover over the help icon () in the upper right-hand corner of the screen and select Documentation to navigate to our help portal. Here's a quick video on the help portal:

For more information on the help portal, check out our Welcome to the KnowledgeLake Help Portal article.

Getting Started

Every KnowledgeLake environment has a few pieces of configuration that need to be done to get up and running. These are outlined in the video and guide sections below:

1. Set Up Users and Groups
2. Connecting to a Destination
3. Designing Your Indexing Experience
4. Designing a Process for your Documents

All sections can also be found on the front page of the help portal at https://help.knowledgelake.com.

Additional Configuration

Additional items can be configured in KnowledgeLake to tailor your environment to your needs. Additional items to configure are listed below:

• Installing Office Add-Ins
• Setting Up Search for Your Users
• Creating Scan Profiles
• Automatically Index Your Documents using Learn
• Monitoring processing
• Configuring and Monitoring Robotic Process Automation
• Custom Processing Using Azure Functions

More topics can be found using the search at the top of the help portal at https://help.knowledgelake.com.

User Guides

User guides are publically available to link to your end users if they need information on using any of our user apps.

• Searching for Documents
• Scanning in Documents
• Uploading Digital Documents
• Indexing Documents

User Guide Videos

Thank you for choosing KnowledgeLake. For any additional feedback, email documentation@knowledgelake.com.