SOP Editor
How to Create a SOP
Create a new SOP inside a category.
Steps (5)
01
Open a Knowledge Base
Click on the Knowledge Base where you want to create the SOP.
02
Click "+ Add"
Click the "+ Add" button inside the category where the SOP should live.
03
Enter the title
Type a title for your SOP (e.g., "How to Process a Refund").
04
Select the type
Choose Procedure (numbered steps), Article (key points), or Guideline (rules and best practices).
05
Create
Click "Create". The new SOP will appear in the category. Click on it to open the editor and start adding content.