What is a Document360 project?

A project in Document360 is a container for your Articles, Categories/subcategories, Home page, Team accounts, Readers 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 logged in and in a different project's Knowledge base portal, click the Document360 icon at the top left. You are redirected to the Dashboard)

  2. Click New Project

1_Screenshot-New_project_module

Basic details

  1. Enter your project name in the Name field
Project name
  • Only alphabets, numbers, hyphens, and spaces are allowed
  • Special characters except hyphen (-) are not allowed
  • The character limit for project name is 30 (including hyphens and 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
Subdomain: babel.document360.com

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

    Name: Babel Handbook
    Subdomain: babel-handbook.document360.com

  1. Click Next

2_Screenshot-New_project_module_Name_and_subdomain


Editor

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

    • If you primarily create text-based documents, make Markdown your default editor and switch to WYSIWYG (HTML) or Advanced WYSIWYG editor 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

4_Screenshot-New_project_module_choose_editor


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

5_Screenshot-New_project_module_logo_and_colors


Knowledge base access

  1. Select Public, Private, or Mixed access for your knowledge base project
Site Access
You can change your site access to public or private after the project is created. Go to Settings > Users & Security > Site access

6_Screenshot-New_project_module_site_access

  1. Click Create

7_Screenshot-New_project_module_final_setup_screen

The project is created successfully.

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


FAQ (Frequently asked questions)

Can I customize the appearance and structure of my Document360 project?

Yes, Document360 projects offer extensive customization options. You can customize the look and feel of your knowledge base by designing your home page, themes, adding your organization's branding, editor oriented, and organizing articles in a hierarchical structure (categories) that suits your documentation needs.

Is it possible to control access and permissions within Document360 projects?

Absolutely. Document360 offers robust access control and permission settings. You can assign roles and permissions to team accounts, restricting or granting access to specific features and contents based on their responsibilities and requirements.

How does Document360 help with version control and documentation history?

Document360 projects maintain a comprehensive article version control system refered to as "Article revisions" . It automatically saves and tracks changes made to articles, allowing you to revert to previous versions if needed. This ensures the integrity of your documentation and simplifies collaboration on content updates.