Here is an overview and a navigation guide to get started with your Document360 experience.

What is Document360?

Document360 is a Knowledge management platform that allows project members to create and curate a self-service public, private, or a mixed access Knowledge base.

There are three main interfaces you'll interact with when using the product:

My projects

The project dashboard is the first thing you see when logging in to The dashboard features all the projects the you own, projects associated as a team account, and projects associated as a reader.
Here the project would have the visibility tag on them to indicate the type of project(public, private, or mixed).


Knowledge base portal

The Knowledge base portal is where project members would create Category, Articles, Templates, manage Files, team accounts, and readers, and set up Knowledge base site branding, domain, security, and more.


Here are some elements you'll find on the knowledge base portal

1. Dashboard
2. Documentation
3. API documentation
4. Content tool
5. Drive
6. Widget
7. Analytics
8. Settings
9. Search

Anything created and/or configured on the Knowledge base portal will affect what an end-user or reader would see on the Knowledge base site.

1. Dashboard

This section is an overview of your entire project and a contributor hub. In the Overview section, Team accounts can click on this section and get information such as the created articles, published articles, draft articles, and the performance insights of published articles (likes, dislikes, reads, and views). They can use the filter option to select the time frame. They can also view other project-related information in Team accounts, Readers, logins, Drive capacity, and backups.


In the My contribution, the Team account can view their individual article contributed to the project, article performance metrics, workflow assignments, review reminders, feedback, and broken links.


2. Documentation

The Documentation menu is where you'll create and maintain the tree-view folder structure of categories that will keep your articles organized. Start a Knowledge base by creating Category and then populate them with Subcategory and Articles.

Drag and drop categories and articles to reorder, hide, rename, and delete them using the ••• more option menu that appears when you hover your mouse over any item on the Category manager (left navigation pane).


a. All articles

Previously "Bulk operations" lets you perform a bulk action (publish, hide, delete, change status, and more) on all or selective articles. Performing article actions by visiting each article can be time-consuming. We recommend using the All articles feature page to reduce the effort involved.


b. Starred

This section contains the 'starred' articles you marked as favorites. This allows for quick access to important articles.


c. Recycle bin

This section contains a repository of deleted articles and categories in the past 30 days. You can restore the deleted categories and articles in the available time frame.


d. Categories & Articles (Category manager)

Writing and publishing articles in Document360 is simple: pick your category, create an article(title and slug), write, edit, add SEO details and publish to your knowledge base.

When you update or edit an article (Fork), Document360 will create a new Article revision of it without affecting the live/public workspace.


You can make the changes you need and re-publish when you're ready. You can identify the articles easily using the Article status indicators (Yellow dot).
Document360 maintains all the workspaces to check the differences between workspaces.

3. API documentation

The API documentation feature in Document360 provides a complete solution for creating and managing API references. This feature allows you to create high-quality API documentation that helps users understand and consume your APIs effectively.

This API module has the "Try it!" feature, which allows the users to test the API endpoints within the Knowledge base site. You can create dedicated versions of your API documentation. The feature provides an intuitive interface for uploading API references as URLs or JSON/YAML files. After uploading the OpenAPI definition, the interactive API endpoint articles will be created in the Knowledge base portal. Now end users can access the "Try it!" option with the available endpoints, parameters, and responses in the API documentation's Knowledge base site.

4. Content tools

The Content tools, as the name implies, contain all the necessary tools to manage your article and project content.


You can manage the following features from this menu.

  • Content reuse - Manage all the variables, snippets, templates, and the glossary
  • Import and Export - Manage all your project import and export activities from this section. In this section, you can export your content as a PDF or migrate content from other knowledge management tools.
  • Content essentials - You can manage the project-level find and replace, review reminders, tags, and SEO descriptions from the menu.
  • Feedback manager - View and respond to articles and no search feedback from a unified module.
  • Workflow designer - Craft your workflow statuses and sequence from this section

5. Drive

Centralized and cloud-based storage for Document360 projects that stores and let team members manage all the Knowledge base artifacts (File). If you have already used any other heavyweights, such as Google Drive or OneDrive, getting used to all functions in Document360 Drive would be relatively easy. You can access your Drive by clicking the Drive icon on the left menu.


6. Widget

The Knowledge base widget (previously known as 'Knowledge base assistant' (or) 'In-app assistant') helps readers find their answers without leaving your site or application.


You can update the following Knowledge base widget settings from this menu.

  • Installation & setup
  • Custom CSS
  • Custom JavaScript
  • URL mapping

7. Analytics

Document360 includes an Analytics menu with tools to help you understand end-user engagement with your knowledge base.


Here is the list of metrics and modules you can track with the Analytics tool

  • Geography
  • Performance
  • Search
  • Team accounts
  • Feedback
  • Links status
  • Page not found
  • Ticket deflector

8. Settings

Settings are where you set and configure all things project and knowledge-base-related. Invite team members, edit notification settings, configure domains, set up article redirects, and more.


The different features are mapped under four broad classifications in the Settings menu.

a. Knowledge base portal
b. Knowledge base site
c. Users & Security

9. Search

A dedicated space to search the entire project content is now available on the Knowledge base portal. Perform a combined search across all the workspaces and languages simultaneously. The search bar is available at the top of all the modules and pages in the Knowledge base portal.


The search engine work is similar to the other search functionalities in the portal. Type in the keyword and narrow the results using the filters (workspace, language, visibility, tags, date range). Users can preview the article/category page. Users can then preview the article or navigate to the article in the Editor.


As the search is performed universally in the project, the search covers files in the Drive. Users can switch between the article and Drive search using the tabs below the search bar.

Knowledge base site

The Knowledge base site is the website end-users will access to read articles and find helpful answers.

Set your Knowledge base to be either Public, Private, or Mixed in the access settings. Public is accessible to anyone on the internet, Private is restricted with login screens, and Mixed is a combination of public and private attributes.


Other Resources

Got Feedback?

We actively maintain a public product feedback portal to receive customer and user feedback. It also features our roadmap, so if you're curious about what's coming to the product, this is the best place to look!


Quick start (Feature explorer)

The "Quick start" is a learning wizard available on all Document360 trial projects. This feature explorer will help you understand how much progress you have made learning all the features that come with Document360. Every time you use or check out a part of the product you haven't seen before, Feature Explorer will automatically update your progress. It allows you to visualize whether you've explored all the product features.


Need Help?

If you need any help or have any questions, contact us! Just click on your profile avatar to: