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Documentation Index

Fetch the complete documentation index at: https://help.loopiq.com/llms.txt

Use this file to discover all available pages before exploring further.

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Use Knowledge Management and Document Search

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What this does

This guide explains how teams use LoopIQ knowledge management to find reference material, review saved operational knowledge, and connect documents to day-to-day work.

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Before you begin

Make sure:
  • you have access to the documents or knowledge area
  • the correct organization or team context is selected
  • any connected document sources or providers are already configured

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Steps

  1. Open the knowledge or documents area.
  2. Search for a topic, document title, keyword, owner, or label.
  3. Narrow the results using filters such as:
    • team
    • source
    • owner
    • label
    • status
  4. Open a document or knowledge entry from the results list.
  5. Review the content, metadata, and related records.
  6. If the workflow supports it, link the document to a work item, approval, incident, test artifact, or compliance record.
  7. Save any changes to labels, relationships, or metadata.
  8. Share the document link with the team when it should be reused as operational knowledge.

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What happens next

Knowledge stays searchable for future work so teams can reuse runbooks, notes, evidence, architecture context, and other reference material instead of recreating it each time.

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Tips

  • Use consistent labels so teams can find the right documents quickly.
  • Keep knowledge entries connected to the records they support.
  • If search results look incomplete, confirm both team context and provider sync status.