Chrome

The Document360 Chrome extension lets you access and search your knowledge base from any tab in your Chrome browser — without opening the Document360 portal. Once installed and connected using your API key, you can search articles, browse your knowledge base structure, and view full article content directly from the Chrome side panel.

The Document360 extension is available in the Chrome Web Store and can be added to any Chrome browser.

When to use the Chrome extension

• Your team members need to reference knowledge base articles while working in other tools or browser tabs — without opening a separate portal window each time.
• You want to give individuals quick, read-only access to your knowledge base from any machine without requiring them to log in to the Document360 portal.
• You want a fast way to search and copy article content while writing emails, support responses, or other documents in the browser.

Before you begin

• You must be logged in to Chrome with a Google account. Extensions cannot be added as a guest user.
• You must be an Admin or Owner in Document360 to generate the API key used to connect the extension.

How to install and connect the extension

Step 1 — Add the extension to Chrome

1. Open Chrome and navigate to the Chrome Web Store.
2. Search for the Document360 extension and click on it.
3. Click Add to Chrome.
4. In the confirmation pop-up, click Add extension.

You can manage your installed extensions at any time by going to More () > Extensions > Manage Extensions in Chrome.

Step 2 — Connect your knowledge base using the API key

1. Click the Document360 icon in your Chrome toolbar. A side panel appears with the API key field.

2. Navigate to Connections > Extensions in the left navigation bar of the Knowledge base portal.
3. On the Chrome extension tile, click Details.
4. The Chrome details pop-up appears with an Internal integration token key.
5. Click the Copy icon to copy the token.
6. Paste the key into the Document360 launcher in Chrome and click Save.

Your knowledge base is now connected and accessible from any Chrome tab.

Feature highlights

Easy launch and customization

Once connected, click the Document360 icon in the Chrome extension toolbar to open the side panel. You can toggle the panel to appear on the left or right side of the browser window — the default is the right side.

Quick launch label

When you close the Document360 side panel, a quick launch label appears on the right edge of your browser window. Click the label to reopen the panel on the same tab. You can drag the label along the vertical axis to position it wherever is convenient, or remove it by hovering over it and clicking the Close (X) button.

Page Help

This is the default tab when you open the extension. It shows your most recently searched articles and lets you search for articles by keyword. As you type, matching results appear in real time. Click any article to open it in reader view within the panel.

The following options are available in reader view:

• Copy — copies the full article content to your clipboard.
• Open in new tab — opens the article in your knowledge base in a new browser tab.
• Expand — expands the reader view panel for easier reading.

Knowledge base view

Click the Knowledge base tab in the extension panel to browse your full knowledge base structure — categories, subcategories, and articles — directly from the panel. The structure mirrors the tree view in the Document360 portal. Click any article to open it in reader view.

How to remove the extension

To remove the Document360 extension from Chrome, you can either:

• Visit the Document360 page in the Chrome Web Store and click Remove from Chrome, then confirm by clicking Remove.

or

• Right-click the Document360 icon in the Chrome toolbar, select Remove from Chrome, and click Remove in the confirmation prompt.

Best practices

• Generate a dedicated API key for the Chrome extension rather than reusing a key from another integration. This makes it easier to revoke access for the extension specifically without affecting other connected tools.
• Position the quick launch label at a spot on the screen that doesn't overlap with the toolbar or content area of the apps you use most. The label is draggable, so take a moment to find a placement that stays out of the way.
• Use the Knowledge base view tab when you need to browse or navigate by category structure, and Page Help when you know what you're searching for. Knowing which tab to reach for saves time during active work.

FAQ