Elements of the editor

The Document360 Knowledge base portal editor exhibits fluid interactions, a simplified interface, and an enhanced user experience.

Aesthetics and Functionality

Switching multiple projects

Within the project section, users can view a list of projects along with their respective icons denoting the type of knowledge base.

Switching Workspaces and languages

• The options for Workspace and Language are merged in the dropdown menu at the workspace.

• The Workspace name is displayed alongside the flag representing the language.

• From the dropdown, you can select the desired workspace and language.

• Clicking Manage workspace & language redirects you to the Localization and Workspaces section in the settings.

  NOTE

  The Create button is available in the header. With this, you can create a category, new article, article from template or import articles.

Left navigation bar: Category tree manager

1. The left navigation bar includes key sections such as Dashboard (), Documentation (), API Documentation (), Feedback manager (), Analytics (), Widgets (), Drive (), and Settings ().

2. At the top of the Categories & Articles section, you will find the following options:

   • All articles ()

   • Workflow assignments ()

   • Starred ()

   • Recycle bin ()

   • Site builder ()

   • Content tools ()

   The Site builder feature, now part of the category tree manager, redirects you to the Customize site section in the settings.

3. The Categories & Articles section is where all articles and categories are created. Recent enhancements to the More options () menu provide a more user-friendly and intuitive interface for improved usability.

NOTE

For more information, read the article on Knowledge base portal.

Article header

The elements are positioned to enhance usability, providing you with a more intuitive and efficient workflow:

1. Starring article (): If you frequently use certain articles in your documentation, you can move them to Starred for quick and easy access.

2. Article information (): View the  information such as contributors, stats, last updated, and created dates. Click Manage to add or remove contributors.

3. Machine translation (): This icon is available only for languages other than the main language. Click the icon to translate your content using machine translation.

4. Article lock (): When an article is actively being edited by you or another team member, it becomes locked. This prevents simultaneous edits and potential content conflicts.

5. Preview (): Click Preview to see how the article will appear in the published Knowledge base site.

6. Recommendations: A dropdown menu displays terms recommended by the AI Glossary generator.

7. Status of the article: View the article's current status at a glance. An article can have one of the following states: New, Draft, Published, or Stale.

8. Workflow status: Add or update the workflow status of the article to reflect its progress.

9. Publish: Click Publish to make the article live on your Knowledge base site.

10. More menu (): Access additional actions such as clone article, move, hide, and delete. Moreover, SEO, tags, and Related articles are conveniently separated.

11. Comments (): Engage in discussions and provide feedback.

12. View full screen (): Allows users to view Document360 in full-screen mode.

13. “A new version is created. Click ‘Delete version’ to revert this action”: When you fork a published article, this information bar will appear:

    1. Click Delete version to remove the newly created forked version. Confirm again in the pop-up to finalize the action.

    2. Click the Close (x) icon to dismiss this information bar.

14. Title: You can modify the article's title, URL slug, and description. Once you have made your changes, click Update.