Olive Helps - Onboarding Documentation
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  • 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
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  • Setting up your Source Document
  • Configuring your Knowledge Area

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

Setting up Your Quick Reference Loop with a Knowledge Area

PreviousAccessing the Quick Reference Loop*NextFixing Errors with Your Knowledge Area

Last updated 2 years ago

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Setting up your Source Document

  1. Download a copy of the Quick Reference template by visiting the link ->

  2. Use the README to determine how to populate the columns

  3. Organize your content in the Category > (Optional) Subcategory > Topic > Content structure

  4. Add Markdown to help highlight the content of the Loop

Configuring your Knowledge Area

Once you’ve installed the Quick Reference Loop, configure it for your needs using Knowledge Areas, defined bodies of knowledge within the Loop. You’ll need access to the right reference document(s), likely stored on your organization’s network drive. If not, reach out to a manager or administrator and let them know you need access to the source document(s).

  • Select the Loop from the dropdown menu to trigger its Start Whisper, the welcome card. If you haven’t set up a ‘Knowledge Area’ yet, click ‘Next’.

  • Find your appropriate reference document (likely on a network drive) and drag it into the dropzone. This file should be a single Microsoft Excel file of .xlsx type.

  • Give your Knowledge Area a unique name. Similarly, give your Knowledge Area a relevant and brief description.

  • When you’re done filling in these fields, click ‘Pair’. If there is an issue, a yellow warning message will pop up detailing the problem.

  • If a ‘Validation Errors’ Whisper appears, there are issues with the content in the document. Please share the errors with your manager, and they should update the reference document. You may then ‘Try pairing file again’.

Quick Reference Loop