Creating a project
  • 23 Jan 2023
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Creating a project

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Article Summary

Document360 is a project creation tool that allows users to create knowledge bases with custom logos, colors, and access levels. It has two editors: Markdown and WYSIWYG. Team accounts are used to manage the version, language, categories and articles while readers can only view the content. There are three methods to add a subcategory in Document360. The Knowledge base site is the website end users will access to read articles and find helpful answers.

After creating a Document360 account, it's time to create a project.

What is a project?

A project is a container for your Article, Category and Subcategory, site home page, project Team account, Reader and groups (for Private and Mixed projects), and any custom configurations or settings.

How to create a knowledge base project?

  1. Log in to Document360 portal with your account to access the Dashboard.
    If you are already logged in and in a different project, click the Document360 icon at the top left. You are redirected to the Dashboard.

  2. Click New Project


Basic details

  1. Enter your project name in the Name field
Project name
  • Only alphabets, numbers, hyphens, and spaces are allowed
  • Special characters except hyphens are not allowed

The character limit for project name is 30 (including spaces)

  1. Enter your subdomain name in the Subdomain field
Subdomain name
  • Only alphabets, numbers, and hyphens are allowed
  • The subdomain name must be unique
  • You cannot use an existing subdomain name

The character limit for subdomain name is 30 (including hyphens)

For example, If a company called Babel was creating a knowledge base for its software, they might choose:
Name: Babel

  • If you have two words in your project name, then the autogenerated subdomain is added with a hyphen (-)

    Name: Babel Handbook

Subdomain name
You can also change the subdomain name after the project has been created. To change your subdomain name, see Custom domain mapping.
  1. Click Next


  1. Choose to edit your documentation in Markdown or WYSIWYG (What You See Is What You Get) editor

    • If you mostly create text-based documents, make Markdown your default editor and switch to WYSIWYG (HTML) when you need to add draft media-rich articles (images/video) via Article settings → Editor
Editor Choice
After you set up your project, you can change the editor for the project.
  1. Click Next

Customize your Knowledge base

  1. Upload a logo or type in the company name to display on the project card
  2. Change the primary and secondary colors using the color picker or enter a HEX, RGB, or HSL color code
You can change your logo and color section after the project is created.
  1. Click Next

Knowledge base access

  1. Select Public, Private, or Mixed access for your knowledge base.
Site Access
You can change your site access to public or private after the project is created in the Project Settings menu.
  1. Click Create

The project is created successfully.

Knowledge base site can be accessed only after the project Owner completes the verification. This applies to both Team account and Reader.

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