See Upland Panviva in action! Upland Panviva's experienced Training team has produced videos on common tasks and new features.
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Panviva at a Glance
This video is an overview of Panviva's core components, user access & interface, manager & author functionalities, and knowledge anywhere components.
Editor
Knowledge Types
This video explains the different knowledge types in Panviva and when to use each. You’ll see examples that highlight their purpose and how they work together to organize and deliver knowledge effectively.
Styles and Standards
This video explains how to establish governance and maintain consistency in your Panviva content. You’ll learn how defined styles, standards, and tools—like templates, stock text, and reusable content, support clear, consistent, and efficient content creation.
Panviva Editor Tools
This video introduces Panviva’s unique editor tools that go beyond standard text editing features. Learn how these tools streamline content creation, improve consistency, and make building effective knowledge content faster and easier.
This video covers how to manage users, roles, and permissions in Panviva. You’ll learn the difference between system and custom roles, how to assign them, and how permissions apply at both the folder and document level—ensuring the right people have access to the right content.
Workflow
Panviva Workflows
This video explains how to configure workflows in Panviva to support quality control and governance. You’ll learn how workflows act as checkpoints to ensure content accuracy, consistency, and approval before publication, helping maintain a healthy, well-governed knowledge base.