Content Management
Centralize implementation docs, templates, and playbooks. Version control, smart search, and AI‑powered suggestions.
Request demoYour implementation knowledge, organized
Build a living library of playbooks and templates that gets smarter with every project.
Smart content library
Organize playbooks, templates, and checklists with tags, versions, and usage analytics.
AI‑powered discovery
Surface the right content at the right time—agents suggest relevant docs based on project context.
Single source of truth
Version control, approval workflows, and automatic updates keep content accurate and compliant.
Granular permissions
Control access by role, project, or client—with audit trails for sensitive materials.
Why OnboardFi content management
Turn scattered docs into a smart content library that accelerates every implementation.
Living knowledge base
Templates, playbooks, and checklists that evolve based on usage and success metrics.
Explore content types
AI‑powered suggestions
Agents surface relevant content at each project phase—reducing search time and ensuring consistency.
See AI in action
New to OnboardFi? Try it first
Start by creating a free account to get a feel for the platform.
