About this template

Curate a branded library of guides and resources clients can search on their own, with controls over who sees what.

Start from this template and describe what you want to change — Assembly adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

What you can customize

• Branding, colors, and your own domain
• Fields, sections, and the steps clients see
• Automations, reminders, and notifications
• Access and permissions per client or team

Perfect for

Education, Consulting, Healthcare, and Financial services firms running knowledge base workflows.