Knowledge overview¶
Knowledge is where your workspace keeps its shared reference content — written articles and uploaded files — so the right information is easy to find and reuse. It is open to everyone in the workspace; creating and editing content depends on your role.
Available to all roles
Knowledge is available to everyone in your workspace. Viewing content is open to all roles; creating, editing, and deleting articles, folders, and files depends on your role and permissions.
Overview¶
Knowledge lives at Knowledge in the navigation and has two tabs you switch between at the top of the page:
- Context — written articles you author in Packr (SOPs, playbooks, how-tos, policies).
- Drive — files and links you upload or save (PDFs, images, spreadsheets, external document links).
Pax, the Packr AI assistant, can also draw on your workspace's Knowledge when answering questions, so good Knowledge content makes Pax more helpful.
Screenshot: The Knowledge page showing the Context and Drive tabs. (pending capture)
Switch between Context and Drive¶
Both tabs sit under the same Knowledge page, so you can move between them without leaving the area.
- Go to Knowledge in the navigation.
- Use the toggle at the top of the page to select Context or Drive.
- The page remembers which tab you are on as you browse.
Use Context for written articles¶
The Context tab holds articles — content you write directly in Packr, such as standard operating procedures, onboarding guides, and reference notes.
- Open Knowledge and select the Context tab.
- Browse the Articles grid and select an article, or select Read on its card to open it.
- To write a new article, select Create, then New Article (this requires permission to create articles).
Articles can be saved as a Draft (only you can see it) and then Published to share with the workspace. For the full walkthrough, see Context articles.
Note
Creating and editing articles depends on your role. If you do not see the Create button, you have read-only access to Context.
Use Drive for files and links¶
The Drive tab is a file manager for documents and links your team and brands need — assets, SOP attachments, spreadsheets, and reference material.
- Open Knowledge and select the Drive tab.
- Browse Folders and Files; select a file to open or download it.
- To add content, select Create, then choose New Folder, Upload File, or Add Link (this requires permission to create Drive content).
You can organize items into folders and scope them to a specific brand or keep them workspace-wide. For details, see Drive.
Tip
Use Add Link to save a pointer to a document that lives in another system (for example a shared spreadsheet) without uploading a copy.
How Pax uses your Knowledge¶
Pax, the Packr AI assistant, can use the content in your Knowledge to help answer questions in plain language. When you ask Pax something, it can pull from relevant published Context articles in your workspace, respecting the same workspace and brand access rules you have — Pax does not surface content you would not otherwise be able to see.
To get the most out of this:
- Keep important procedures written up as published Context articles.
- Use clear titles and complete content so answers are accurate.
When you open a published article, you may also see an Ask Pax about this article section with suggested questions — select one to open Pax with that question ready. See Asking Pax questions for more.
Filter Knowledge by brand¶
Both the Context and Drive tabs include a Brand filter so you can narrow content to a single brand or view everything.
- On either tab, open the Brand filter near the top of the page.
- Choose All Brands to see everything you can access, or pick a specific brand.
- Items scoped to a brand show a brand badge; items with no brand are workspace-wide.
A brand is the same thing the Directory screen calls a "Group" — content tagged to a brand is visible alongside that brand's other work.
Tips¶
- Use Context for content you write and maintain inside Packr; use Drive for files you already have or links to outside documents.
- Mark an article Published when it is ready — drafts stay private to you and are not shared with the workspace.
- For Packr's own product announcements, see Packr updates, which appear as app-wide articles in Context.
Common questions¶
What is the difference between Context and Drive? Context is for written articles you author inside Packr (SOPs, guides, notes). Drive is a file manager for uploaded files and saved links (PDFs, images, spreadsheets, external document links). Both live under the Knowledge page.
Where do I store brand documents? Upload files to the Drive tab, and scope them to the brand using the Brand option when you upload, add a link, or change a file's brand. Brand-scoped files show a brand badge and appear when that brand is selected in the Brand filter. See Drive.
Does Pax read my Knowledge? Yes. Pax can use published Context articles in your workspace to help answer your questions, following the same workspace and brand access rules you have. It does not surface content you cannot already see. See Asking Pax questions.
Why can't I create an article or upload a file? Creating Knowledge content depends on your role. If the Create button is not visible, you have read-only access — ask a workspace admin to grant the needed permission.
What are the app-wide articles in Context? App-wide articles are Packr's own product announcements and release notes, shown to all workspaces. See Packr updates.