The same lookup every week

If you are the person who knows which file to open, put that file in a project and share the chat. Your team can ask it directly.
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Lookups a shared chat can answer
Most weekly questions already have a source file.
Policy clauses
What is the limit, the deadline, or the approval process?
Numbers in an export
How many requests are still open this week?
Setup steps
Which flag turns this on?
Ownership
Who handles this kind of request?
A link that replaces the ping
Reply with the chat link and the question to ask.
Current files
Update the document in the project and every answer reflects it.
How to hand off the lookup
Start with the questions, then share the chat.
1. Collect recent questions
Group the last few messages. Most teams find a few questions in many wordings.
2. Create a project
Name it after the subject people already use.
3. Test the questions
Fix the file where an answer is thin, then upload the new version.
4. Share the chat
Send the link along with the question to ask.
Ways to share the chat
Choose how your team opens it.
Team sharing
Share the project with teammates so they can open the chat from their workspace.
Public link
Send a link to anyone who needs the answer, with an expiry date if you want one.
Embed
Place the chat on the intranet or help page where people already look.

Repeated lookup FAQ

The file, the test questions, and the handoff.

Replace the file with the latest version and the next answer reflects it. For exports, see a CSV too large to read.

Put them in one project when they cover one subject. See chat with a project.

Turn on a public link and anyone you send it to can open the chat. See publish a document chat.

A question box handles any wording, where a fixed FAQ covers only the questions someone wrote down.

You do. Update the document in the project and the chat stays current.

Launch the demo at the top of this page, or read how ReasonDocs compares with other document chat tools.
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