Olive Helps - Onboarding Documentation
Developer HubContact Us
  • Overview
  • Choosing an Administrator
  • Configuring your Infrastructure and System Requirements
    • Granting Firewall and AntiVirus Access
    • System Requirements
    • Security / IT FAQs
  • Getting Started with Olive Helps
    • Downloading and Installing Olive Helps
    • Creating an Olive Account
    • Distributing Olive Helps
  • Configure Your Organization
    • Updating Your Name and Logo
    • Configuring Loop Permissions
    • Setup SSO using Azure Active Directory
    • Setup SSO using SAML
    • Custom User Management
    • Tax Exemption Status
    • Managing Your Application Updates
  • Quick Reference Loop Help Documentation
    • How to Use the Quick Reference Loop
      • Accessing the Quick Reference Loop*
      • Setting up Your Quick Reference Loop with a Knowledge Area
      • Fixing Errors with Your Knowledge Area
      • Editing, Deleting & Navigating a Knowledge Area
      • Searching for Content
      • Submitting Feedback
  • Sidenote Cloud Sync Documentation
    • Sidenote Cloud Sync Overview
  • Getting Help
    • Olive Helps Support
    • Loop Support
Powered by GitBook
On this page

Was this helpful?

  1. Quick Reference Loop Help Documentation
  2. How to Use the Quick Reference Loop

Accessing the Quick Reference Loop*

*Also known as the Knowledge Reference Loop

PreviousHow to Use the Quick Reference LoopNextSetting up Your Quick Reference Loop with a Knowledge Area

Last updated 2 years ago

Was this helpful?

The Quick Reference Loop pulls content from Excel templates to create customizable "Knowledge Areas", or simple bodies of content that are easy to view and search. This content is sourced from document(s) that are stored locally on your desktop or on a network drive. Find information quickly and easily in this Loop, from insurance documentation to scripting guidance, or a list of FAQs in your organization.

If your organization already uses the Quick Reference Loop, follow to download Olive Helps with your work email. Then,

  • Navigate to the Loop Library (in the bottom navigation bar)

  • Search for the Knowledge Reference Loop in the search bar

  • Click on the Knowledge Reference Loop created by Olive

  • Click ‘Add’

Note: if you know your organization has access to this Loop, but it doesn’t show up in your Loop Library, reach out to your manager and an IT administrator to ensure you have the right organization permissions.

these steps