Knowledge base site 2.0

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Plans supporting Knowledge base site 2.0

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Knowledge base site 2.0 introduces an improved experience for accessing articles and browsing information. With an enhanced user interface, better search functionality using AI, and streamlined content organization, users can quickly find relevant articles and troubleshoot issues efficiently. New features such as real-time updates and interactive elements make it easier to navigate and engage with content. The Knowledge base site ensures a more intuitive and efficient knowledge-sharing experience for all users.

For Your Information (FYI)

KB Site 1.0 support ends in December 2025. Upgrade to KB Site 2.0 to access new features, enhanced security, and full compliance with WCAG 2.1 AA. Our team will take care of the entire migration for you, requiring no effort on your part. For more information, read the article on KB site 2.0 migration.


Exclusive features of Knowledge base site 2.0

Feature

Description

Download articles and categories as PDF

Logged-in readers can bulk download articles from selected articles and categories as PDF files from the knowledge base site in private projects, making offline access easier and faster.

Share private links to articles

Generate shareable, private links to allow external users—such as reviewers, collaborators, or stakeholders—to view articles without needing access to your knowledge base. Regenerate links anytime for secure access control.

Follow articles and categories

Readers can subscribe to updates for specific articles or categories and receive email notifications about changes—available for both public and private projects.

Enhanced read receipts

Set up dynamic rules for read acknowledgments based on workspace, category, or user role. Perform bulk operations and manage compliance efficiently.

Localized workspace display names

Customize your workspace name per language for multilingual knowledge base sites, providing a native experience for users based on their language selection.

Conversational Eddy AI and chatbot support

Eddy AI retains conversation context, enabling users to ask follow-up questions, and delivers more accurate responses in multiple languages based on previous queries and responses. This update is also available in the Eddy AI chatbot.

Enhanced analytics for Eddy AI

Gain deeper insights into user interactions with Eddy AI. Filter conversations by topic, feedback, or response status. Use the new conversations table to identify trends across languages and workspaces.

Conditional content blocks

Control visibility of content based on country, IP, date, device type, or reader group—enhancing personalization without duplicating articles.

Listen to articles

Users can listen to article content using the Listen (read out loud) feature, improving accessibility and enabling multitasking.

Global search enhancement

Search across all workspaces, including API workspaces. Switch between global and individual workspace views with intelligent filters and unified results.

Reset site customizations to the published version

Discard all unpublished site customizations and revert the preview to the latest published version to quickly remove changes in one step.


Comprehensive overview of Knowledge base site 2.0

The following image illustrates the Header section (1), Left navigation pane (2), Article section (3), and Right-side pane (4) in the Knowledge base site.

Overview of Document360 features including navigation, article summary, and file management.

1. Header section

  1. Logo image: Displays your organization’s branding element/logo. Clicking on it navigates you to your documentation home page.

  2. Workspace:

    Use the dropdown to navigate through different workspaces available in the Knowledge base.

    Click on the API documentation workspace to navigate to the API documentation home page.

  3. Primary navigation: Customize the primary navigation to help you navigate to different pages from your home page or Knowledge base site.

  4. Announcement () icon: The "What’s New" page displays a list of recently published articles (new and forked) in the selected workspace.

  5. Acknowledgment required (): This page displays the list of acknowledgment required/acknowledged articles.

  6. Theme: Switch between System theme, light, and dark themes in the Knowledge base site.
    By default, the light theme will be set as the system theme.

  7. Language: Select the desired language from the available list to read the articles.

  8. Secondary navigations: Customize the secondary navigation to help you navigate to different pages from your home page or knowledge base site.


2. Left navigation pane

Document360 interface showing project dashboard and options to follow category or export PDF.

  1. Search bar: Access the search function by clicking here or using the shortcut Ctrl + K (Command + K on Mac). Search for desired articles in the Knowledge base or use Eddy AI search for information. To know more information, read the articles on Search.

  2. Category/Article filter: Use this filter to search for a specific category or article name.

  3. Hide navigation menu: Click to hide the left side pane for a wider view of the article.

  4. Tree view: View the hierarchy of categories and articles in a clear tree structure.

  5. Status of the article: This small color badge represents the status of the article (new, updated, custom). For more information, read the article on Article status.

  6. Context menu: For private and mixed project users, hover over the context menu to view two options:

    • Follow category/article: Click to receive notifications whenever new articles are published or existing ones are updated. This is available only in private and mixed projects. For more information, read the article on Follow articles and categories.

    • Export PDF: Export the article/category as a PDF.


3. Article section

Knowledge base site 2.0

  1. Breadcrumbs: Navigate back to the category and sub-category of the article.

  2. Article title: Displays the title of the article.

  3. Copy link: Click to copy the article’s URL to the clipboard.

  4. Status badge: Displays the status of the articles (new, updated, custom).

  5. Article date: View the published or updated date of the article.

  6. Read time: View the estimated average time it would take to read the article based on word count.

  7. Contributors: View the list of contributors who have worked on this article.

  8. Share icon: Share the article via Twitter, LinkedIn, Facebook, or Email.

  9. More sharing options: Download the article as a PDF or print it.

  10. Follow: Click here to follow the articles. This feature is available for reader accounts.

  11. Article summary: Click to view the summary of the article generated by Eddy AI.

  12. Acknowledgement required: Scroll to the end of the article and acknowledge article.


4. Image

When you click on an image on your Knowledge base site, the image opens in an image viewer.

  • Title text: It displays the caption of the image, if any.

  • Open link: To open the image URL, if available.

  • Zoom out (): To zoom out or minimize the image.

  • Zoom in (): To zoom in or enlarge the image.

  • Download (): To download the image to your local storage.

  • Close (X): To close the image.

  • Next (): To move to the next image.

  • Previous (): To move to the previous image.

    Hold and drag the image to move it anywhere on the screen. The image closes when you click anywhere on the screen outside the image.

    Knowledge base site view of an image


5. Right side pane

Image showing the right side pane of the Knowledge base site.

  1. Hide navigation menu: Click to hide the right-side pane for a wider view of the article.

  2. Files: View attachments associated with the article.

  3. Tags: View the list of tags associated with the article.

  4. In this article (Previously “Table of Contents”): View the list of headings within the article. This section has a dedicated scroll, allowing easy navigation through long lists of headings. When accessing an article, this section will automatically expand, ensuring all headings are visible without manual interaction.


6. Article footer

Article footer of the Knowledge base site 2.0

  1. Feedback of the Article: Click Yes or No and enter your feedback for the article.

  2. Previous and Next Article: Navigate to the previous and next articles in the category.

  3. Related articles: View a list of associated related articles.


Troubleshooting

This section provides step-by-step guidance to address common challenges that you may encounter while managing or accessing your knowledge base site. From website accessibility problems to configuration errors, each solution is tailored to help you quickly identify and resolve potential roadblocks.

Website fails to load after entering the URL

If a website is not accessible when you enter a URL, possible causes could be incorrect URL entry, browser cache issues, VPN interference, network problems, server downtime, outdated browsers, or incorrect system date and time settings.

Steps to resolve:

  1. Ensure the website URL is entered correctly.

  2. Reload the page.

  3. Clear browser cache:

    1. Right-click anywhere on the page and select Inspect to open the developer tools menu.

    2. Right-click the browser's reload button and choose Hard reload or Empty cache and Hard reload.

  4. Check if a VPN is active on your device. turn off the VPN and attempt to access the site again.

  5. Ensure your system's date, time, and time zone are set correctly.

If the issue persists after these steps, consider contacting the support team for further assistance.

504 gateway timeout while accessing the site

Error: 504 gateway timeout

If a 504 error occurs while accessing the site, one possible reason could be the sub-folder configuration.

Steps to resolve:

  1. Check recent changes in the web server configuration:

    1. Review the location blocks or configuration files in the webserver for any recent changes.

    2. If changes are identified, revert them to their previous state.

  2. Verify the sub-folder Configuration:

    1. A change in the sub-folder slug within the Sub-folder Configuration may cause the issue.

    2. Revert any recent changes to the sub-folder configuration to resolve the issue.

    For more reference on sub-folder configuration, refer to the article on Hosting Document360 on a sub-directory.

Page unresponsive while editing an article

Error: The page isn’t working. example.com redirected you too many times. ERR_TOO_MANY_REDIRECTS.

While editing an article, the page may become unresponsive or show redirect-related errors. Some common causes include:

  • Outdated browser cache interfering with page load

  • Large article size with too many images, tables, or long-form content

  • Improper or missing HTML closing tags (especially in Markdown)

  • Excessive redirects due to incorrect article configuration

  • Platform-related issues affecting all articles, not just a specific one

Steps to resolve:

  • Clear browser cache: A corrupted or outdated cache can interfere with page functionality. Clear the cache, reload the browser, and check if the issue persists.

  • Use a private/incognito window: This helps rule out cache and cookie-related issues.

  • Identify scope of the issue: Check if the issue occurs for all articles or only a specific one.

    If All articles are affected:

  • Capture and share HAR logs: Generate a Har file and send it to support@document360.com for analysis.

  • Enable support access: Go to: Settings > Knowledge base portal > General and turn on the Support access toggle so the support team can investigate.

    If a specific article Is affected:

  • Reduce article length: Large articles may cause performance issues. Consider splitting the content into smaller articles and organizing them under appropriate categories.

  • Check for missing closing tags: Ensure all HTML tags in the article have matching closing tags (e.g., <table>, <div>, <p>), especially in Markdown format.

  • If the issue persists, reach out to support@document360.com with the following details:

    • A screenshot of the issue

    • The HAR file for analysis

    • Support access enabled in your project

Page isn’t working due to too many redirects

Error: Page isn’t working: page redirected too many times

Possible causes of this error include incorrect JWT Login URL configuration, using the domain URL as the Login URL causing redirect loops, outdated settings in the JWT configuration.
Another possible reason is improper configuration of a custom sub-folder path other than /docs, thus causing a redirect loop due to incomplete sub-folder setup.

Steps to resolve:

  1. Check recent changes: Review any recent updates made to the JWT Login URL in the configuration.

  2. Correct the Login URL: Ensure the domain URL is not set as the Login URL. Using the domain URL can cause multiple redirect issues.

  3. Update JWT configuration: Remove the incorrect Login URL from the JWT configuration and replace it with the correct one.

  4. Configure the custom sub-folder path: Configure the web server to support the custom sub-folder path. Or, revert the sub-folder path to /docs.

For detailed instructions on configuring JWT, refer to the JWT article.

Sorry! Project not found during custom domain configuration

Error: Sorry! This project does not exist.

Possible causes of this error include incorrect or missing CNAME record configuration, expired CNAME records in the DNS, or incomplete domain verification in the Document360 portal.

Steps to resolve:

  1. Verify CNAME Record: Ensure the CNAME record is added correctly and click the 'Verify' button on the custom domain page in the Document360 portal. Once verified, the custom domain will be set up and active immediately.

  2. Check for CNAME Expiry: If the CNAME record was updated in the DNS after some time, it may have expired, preventing domain verification and resulting in the error message.

  3. Reconfigure the Domain: Reconfigure the custom domain, update the CNAME record, and verify the domain in Document360.

For detailed instructions, refer to the custom domain mapping article.

Encountering "/home/error/" message while accessing the site

Error: /home/error/

Possible causes of this error include incorrect site configuration, server-side issues, or unresolved errors in the website's backend. You might encounter this error in the URL section after the domain URL.

Steps to resolve:

  1. Contact support: Reach out to us at support@document360.com with the following details:

    1. A screen share video demonstrating the issue on the page.

    2. Steps to reproduce the error, if possible.

  2. Provide HAR file: Follow the steps outlined in this guide to download the har file.

  3. Share console errors:

    1. After downloading the har file, click on the ‘console’ tab in your browser's developer tools.

    2. Take a screenshot of the console errors displayed and include it in your email.

Icons not rendering correctly on the user site

In some cases, icons on the user site may not render correctly, especially when there are a large number of icons for different navigations. The primary reason for broken icons is an unintended modification of the FontAwesome family provided by Document360. This occurs when changes to other classes or HTML tags on the user site unintentionally alter the icon font settings.
To avoid this issue,

  • Ensure that changes to the site's styling or class definitions do not impact the FontAwesome classes or font family settings.

  • When targeting specific elements, double-check that icon-related styles remain intact and are not overwritten.

Steps to resolve:

1. Inspect the broken icon:

  1. Use your browser’s developer tools to inspect the user site.

  2. Click the broken icon using the selector tool to identify the issue.

  1. Check custom CSS:

  1. Navigate to Settings () > Knowledge base site > Customize site > Custom CSS & JavaScript in the Knowledge base portal.

  2. Review any font rules applied to various classes. In some cases, font changes may unintentionally apply to broader classes, affecting the icons.

  3. Ensure font changes are applied only to the specific classes that require them. This will help preserve the default settings for Font Awesome and prevent any unintended impact on icons.

If the issue persists after following these steps, please contact the Document360 support team for further assistance: Contact Document360 Support

Knowledge base site loading without CSS styling

This issue typically occurs when the site is accessed from a network where Document360 domains are blocked or not whitelisted by your company or organization.

Steps to resolve:

  1. Verify if the site works correctly when accessed from a different network. If it does, the issue is likely related to network restrictions.

  2. To resolve this, whitelist the following domains in your network settings to ensure proper access and functionality.

URL

Usage

Is required

Functionality

https://<your-sub-domain>.document360.io or your custom domain

Main app

Required

This is the main application where all document readers will interact.

https://identity.document360.io

Identity Provider

Required

This is an identity provider where authentication takes place with user credentials for private projects.

https://apihub.document360.io

Backend API

Optional

It can be disallowed if you are not using KB Assistant.

https://api.document360.io/

Backend API

Required

This is the main backend where the front end will interact with. Without this backend, the portal will not work as a whole.

https://cdn.document360.io

CDN Service

Required

Media files and static resources such as JavaScript and CSS, HTML, images, video, PDFs, and other attachments needed for documents will be served by this URL.

https://jx9o5re9su-dsn.algolia.net

Search

Required

For article search we use algolia. It's a mandatory service. Without this, any search functionality within the portal and KB user website will not work.

https://algolianet.com

Search

Required

For the same search functionality as above.

https://algolia.com

Search

Required

For the same search functionality as above.

https://jx9o5re9su-1.algolianet.com

Search

Required

For the same search functionality as above.

https://jx9o5re9su-2.algolianet.com

Search

Required

For the same search functionality as above.

https://jx9o5re9su-3.algolianet.com

Search

Required

For the same search functionality as above.

https://floik.com/exe/

Media processing

Required

This URL is used to process and deliver interactive media experiences embedded within your knowledge base content. To ensure full functionality, this URL must be whitelisted.

*.floik.com

Media processing

Required

This domain is used to process and deliver interactive media experiences embedded within your knowledge base content. To ensure full functionality, this URL must be whitelisted.

Secure connection issues on the knowledge base site

Error:

  • This site can’t provide a secure connection

  • Your connection isn’t private

  • The connection for this site is not secure

Steps to resolve:

  1. Check the CAA Record in DNS:

    1. Verify if a CAA (Certification Authority Authorization) record is added for your knowledge base site in the DNS records.

    2. If no CAA record is found, inspect the SSL certificate used for the site. Refer to the steps in the provided video for guidance.

  1. Update the CAA Record:

    1. Based on the SSL certificate provider, add the corresponding CAA record to your DNS.

    2. For example, if the certificate provider is Let’s Encrypt, add the second CAA record as specified in the instructions. Similarly, ensure the correct CAA record is added for your certificate type.

  1. Reference for CAA Records:

    Learn more about CAA records and their importance by reviewing the following article:
    CAA Record and Why It Is Needed (SSL-Related).

  1. Contact the DNS Provider:

    If the issue persists during custom domain setup, reach out to your DNS provider to confirm if there are any additional issues.

If the issue persists after following these steps, please contact the Document360 support team for further assistance: Contact Document360 Support

Encountering "ResourceNotFound" error while accessing the images, files or attachments

Error: ResourceNotFound

This error occurs when the SAS (Shared Access Signature) token is not appended to the file URL in private and mixed projects. Document360 appends a SAS token to ensure that only authorized users can access the file.

Steps to resolve:

  • Ensure the SAS token is appended to the file URL before accessing or sharing the file.

  • Try downloading the file again directly from Document360.

Error message indicating resource not found in XML file format.

Encountering "AuthenticationFailed" error while accessing images, files, or attachments

Error: AuthenticationFailed

This error occurs when the SAS token has expired in private and mixed projects. In Document360, the SAS token is valid for 15 minutes before it automatically updates. If a file with an expired SAS token is shared, users will not be able to access it. Possible causes include:

  1. Restricted access to Private projects or content

    Files in private projects or private content within mixed-visibility projects are restricted to users who do not have the necessary permissions.

  2. SAS Token expiry

    • Document360 files use SAS tokens appended to their URLs for temporary access. Once the token expires, users cannot access the file.

    • Expiry time varies based on file type:

      • Standard files: The SAS token expires 15 minutes from the time the link is generated.

      • Video files: SAS token expires after 1 hour.

Example SAS token:

https://cdn.document360.io/4214231-3333-4222-huafgesu/exp/PaygOps-2024-Oct-29-03-54-19.zip?sv=2023-12-05&spr=https&st=2024-12-02T04%3A22%3A08Z&se=2024-12-02T04%3A52%3A08Z&sr=c&sp=r&sig=BtPheGpDGeLzQWNyv02oxWqWxvn%2FHwef05UCGJ6RsgHU%3D

Steps to resolve

  • Refresh the source webpage and generate a new file link.

  • Ensure you share the file within the valid token period (15 minutes for standard files, 1 hour for video files) to prevent expiration.

Error message indicating authentication failure with details about the request and signature.

Profile pictures of Team accounts/readers are broken

Profile pictures of team accounts or readers may appear broken on the Knowledge base site. This issue occurs when the image content type is misidentified, preventing it from loading correctly.

Steps to resolve:

  1. Open any article on the Knowledge base site and check if the contributor’s profile picture appears broken.

  2. Right-click in the browser tab, click Inspect and go to the Network tab in the Devtools panel.

  3. Locate the request that loads the profile image and check the Content-Type:

    • If it is "text/plain", the image will not load properly.

    • If it is "image/jpeg", "application/octet-stream", or another valid format, the image should load fine.

    Network tab in DevTools showing headers and content type for a document.

  4. Try reuploading the profile picture:

    • Navigate to your project in the Knowledge base portal.

    • Click your profile icon at the top-right corner.

    • Select My profile from the dropdown.

    • In the My profile panel, click Edit and then click the Edit () icon near the profile picture.

    • Upload your desired profile image.

    User profile settings with options to upload an image and update personal information.

  5. If the issue persists, generate a HAR file and submit a support ticket to support@document360.io for further investigation.

Knowledge base site access blocked

Error: Sorry you have been blocked

This error appears for readers when they try to access the Knowledge base site and are blocked by security filters. The user's IP address or browser might have been seen as suspicious by Cloudflare, possibly because the IP has a history of unusual or harmful activity (known as a bad reputation score).

Steps to resolve:

  1. Check and confirm if the issue affects all reader accounts or just specific users.

  2. Find out if the affected users are using a VPN or accessing the site through a virtual machine. These can sometimes trigger Cloudflare’s security.

  3. Ask the affected users to switch to a different internet connection (e.g., mobile hotspot or another Wi-Fi network) to see if the error persists.

  4. Reach out to support@document360.com with the below details:

    • HAR file (browser network log)

    • IP address

Access issue when viewing documentation on the Knowledge base site

Error: Sorry, you're not authorized to access this documentation

You may face this issue due to one of the following reasons:

  • Project changed to private: If the project was switched from public to private, readers without login access will be restricted from viewing the content.

  • Private workspace in a mixed project: If the article belongs to a private workspace within a mixed-access project, access will be denied unless the reader has the required permissions to view the documentation.

  • Reader group permissions: The reader account may not have the necessary permissions to access the documentation through their assigned reader group.

  • Category-level security settings: Even if the reader has workspace access, category-level restrictions may prevent them from viewing certain content.

  • Reader group restrictions: If a reader is part of multiple groups and those groups are restricted, access may be denied due

Steps to resolve

  1. Check if the project or its content access settings were recently changed from public to private.

  2. If the issue occurs for a specific article, verify whether the workspace it belongs to has been set to private.

  3. Review the reader group permissions for the affected reader account to ensure they have access to the relevant workspaces or content.

  4. Ensure the article is not hidden. If hidden, hover over the article or category, click the More () icon and select the Unhide () icon.

  5. If restricting access for team accounts within the Knowledge base site:

    1. Navigate to Documentation () and hover over the desired category.

    2. Click the More () icon next to the desired category.

    3. Click Security > Knowledge base site and check the following:

      • Under the Reader tab, ensure the reader’s email is listed.

      • Under the Reader group tab, verify whether the reader’s group is included. If not, add it and click Close. The reader should now be able to view the article.

  6. If restricting access for team accounts within the Knowledge base portal:

    • Navigate to Documentation () and hover over the desired category.

    • Click the More () icon next to the desired category.

    • Select Security > Knowledge base portal and check:

      • Under the Team accounts tab, confirm the team account is listed.

      • Under the Team account groups tab, check if the team account’s group is included. If not, add it.

  7. If the issue persists after following these steps, please contact the Document360 support team for further assistance: Contact Document360 Support

Image showing the error message when viewing the KB site

Error while accessing the site

Issue: Sorry, you have been blocked. You are unable to access us.document360.io

The Knowledge base site is not loading or is inaccessible for certain users. Cloudflare might have flagged the IP address or browser's user agent as suspicious or bot-like. This can result in restricted access to the site.

Access denied message indicating the user is blocked from the website.

Steps to resolve:
If you experience this issue, please reach out to us at support@document360.com. Our team will investigate the IP score or browser agent and assist in resolving the problem.