--- title: "General project settings" slug: "general-project-settings" description: "Configure your Document360 knowledge base with project settings, editor preferences, and analytics rules for optimal team collaboration and efficiency." updated: 2026-05-15T08:44:38Z published: 2026-05-15T08:44:38Z --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.document360.com/llms.txt > Use this file to discover all available pages before exploring further. # General project settings The **Project settings** page in Document360 lets you configure various aspects of your knowledge base portal, ensuring it meets the specific needs of your project and team. From defining project details to customizing editor preferences, managing file formats, and setting analytics rules, these settings give you control over how your knowledge base operates and interacts with external tools. --- ## Settings search In the left secondary navigation pane, above the ****Knowledge base portal**** section, you will find the Settings search bar. Use it to quickly locate settings options within the left secondary navigation pane. > [!NOTE] > ** NOTE > > The Settings search bar only searches for options listed in the left navigation pane. It does not search within individual settings pages. ![Project settings interface showing options for knowledge base customization and user management.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_Screenshot-General_project_settings.png) ## Accessing the Project settings page To access the project settings, follow these steps: 1. Navigate to **Settings** (**) > ****Knowledge base portal****in the left navigation bar****in the Knowledge base portal. 2. In the left navigation pane, navigate to ****General****. ### Knowledge base details 1. In the **Project name** field, enter your project name. 2. From the **Country** dropdown menu, select your country. 3. In the **Customize workspace label** field, enter a custom workspace name. For example: *Product name*, *Version*, and so on. Choose your preferred navigation option while switching between workspaces: a. **Redirect to root article**: Takes users to the root article of the selected workspace. b. **Redirect to same article**: Opens the same article (if available) in the selected workspace. Or else, takes users to the root article of the selected workspace. > [!NOTE] > ** NOTE > > For more information, refer to [Managing workspace label and switching behavior](/help/docs/workspaces#managing-workspace-label-and-switching-behavior-in-the-knowledge-base-site). ### Remember state 1. Turn on the **Remember state** toggle to retain and restore the user interface (UI) state from your last interaction within the knowledge base portal. For example, suppose you are working on a specific article and navigate away to check the project settings. When you return to the ****Documentation****section in the left navigation bar, you will land directly on the article you were working on. > [!NOTE] > ** NOTE > > The **Remember state** toggle is enabled by default. ### Editor 1. Choose your default editor from the following options: - Select **Markdown** and, if needed, select the **Show line numbers in markdown editor** checkbox to display line numbers in the editor. - Select the **Advanced WYSIWYG editor** and, if needed, select the **Show outline view in advanced WYSIWYG editor** checkbox. > [!NOTE] > ** NOTE > > All the new articles will be created based on these editor choices. ![Project settings interface showing options for knowledge base customization and sandbox access.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_Screenshot-General_project_settings_search.png) ### Documentation 1. Configure project-level review reminder behavior for articles in your knowledge base. > [!NOTE] > ** NOTE > > [Article-level review reminder](/help/docs/review-reminders#creating-a-review-reminder-for-an-article-from-the-documentation-editor) settings override project-level configurations. ![Project settings interface showing documentation review reminders and editor options for articles.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/general%20review%20reminder%20settings.png) - **Auto-schedule review reminder -**Select the checkbox to automatically create a review reminder for all published articles. Enter the number of days after which the article should move to the Stale state, indicating that the article requires review. For example, if an article is published on 1 January, and the review reminder is set to 90 days, the article automatically moves to the Stale state on 1 April. - **Mark as reviewed on publishing new version -**By default, an article remains Stale until it is manually marked as reviewed. Select the checkbox to automatically clear the Stale status when a contributor updates and publishes a new version of a stale article. For example, if an article becomes Stale because the review period has passed, and a contributor updates the article and publishes a new version. - If this option is enabled, the Stale status is automatically cleared. - If this option is disabled, the article remains Stale until someone manually marks it as reviewed. - **Move review reminder date when a new version is published -**By default, the review reminder follows the original schedule, even if an article is updated and republished. Select the checkbox to restart the review reminder timer based on the new publish date when an article is updated and published before the reminder date. For example, if an article is published on 1 January with a 90-day review reminder, the reminder is scheduled for 1 April. If the article is updated and republished on 15 February and this option is enabled, the review reminder is reset, and the next reminder is scheduled for 16 May (90 days from the new publish date). ### Drive settings 1. Choose **Allow all media formats** to permit uploading any media format in the drive. 2. Select **Choose allowed media formats** to restrict uploads to specific media formats. 3. Click **Add**. 4. In the **Add allowed format** panel, enter the **Media type** and **Extension**. 5. To add another media format, click **Add media type**. 6. Once finished, click **Save**. ### Analytics settings 1. To exclude specific IP addresses from project analytics, enter the **Description** and the desired **IP address**. 2. Click the ** icon to add the IP restriction. A toggle will be created for each IP. 3. Turn off the toggle to remove the restriction. 4. Click the **More******(**) icon, then select **Edit** (**) to update the description or **Delete******(**) to remove the IP restriction. ### Support access 1. Turn on the **Support Access** toggle to grant the support team access to your account for troubleshooting, support, or testing purposes. > [!NOTE] > ** NOTE > > To delete your project, please contact our [support](https://document360.com/support/) team. 1. Once done, click **Save**to save the changes. --- ### FAQ #### Why should I activate or deactivate the Remember state feature? - Activating the Remember state is beneficial for team members who want to keep their last activity within Document360, making it easier to continue their work without losing context. - Deactivating the Remember state will reset the view back to the default starting point, which can be useful if you prefer a fresh start every time you navigate back to a section. **Example:** - **When activated:** If you navigate from an article in the ****Documentation****(**) section to ****Analytics****(**), then back to the ****Documentation****(**) section, you’ll be directed straight to the previously edited article. - **When deactivated:** After switching from the ****Documentation****(**) section to ****Analytics****(**)****and returning, you’ll start from the first article or category in ****Documentation****(**). #### What scenarios does Remember state apply to in Document360? 1. **Filter** When users switch between modules like ****Drive****(**) and ****Analytics****(**), the filters they’ve applied are retained for consistent data display. **Example:** You’re analyzing articles in Analytics with a custom date range filter. If you navigate to ****Drive****(**) and then return to ****Analytics****(**), your custom date range filter remains applied, ensuring the data view remains relevant. 2. **Category manager** Users often expand the category to view subcategories and articles. The remember state retains the category manager’s last position, making it easier to pick up where you left off. **For example**, while exploring subcategories in ****Documentation****(**), you expand a category and navigate to ****Analytics****(**). When you return to ****Documentation****(**), the category manager remains expanded in the same position, maintaining your navigation context. 3. **Workspace dropdown** For team members working across multiple workspaces, Remember state preserves the selected workspace even when navigating through other sections. **Example:** Suppose you are in ****Analytics****(**) under the Beta workspace. You switch to workspace V1, explore the ****Drive****(**) section, and then return to ****Analytics****(**). With Remember state enabled, you’ll land back in ****Analytics****(**) under workspace V1, maintaining your workspace continuity. #### How do I find IDs in Document360? All IDs in Document360 can be found directly from the browser URL when you open the relevant item in the Knowledge base portal. The table below shows where each ID appears in the URL. | ID type | Where to navigate | Example URL | ID location in URL | | --- | --- | --- | --- | | Project ID | Any page in the portal | `https://portal.document360.io/a1b2c3d4-e5f6-7890-abcd-ef1234567890/document/help/view/...` | First segment after `portal.document360.io/` | | Article ID | Open the article in the Documentation section | `https://portal.document360.io/a1b2c3d4.../document/help/view/1c2d3e4f-5a6b-7890-cdef-012345abcdef` | Segment after `/view/` | | Category ID | Open the category in the Documentation section | `https://portal.document360.io/a1b2c3d4.../document/help/category/9f8e7d6c-5b4a-3210-fedc-ba9876543210` | Segment after `/category/` | | User ID | **Settings** > **Users & permissions** > **Users & groups**, open the user profile | `https://portal.document360.io/a1b2c3d4.../settings/teams-management/6a7b8c9d0e1f2a3b4c5d6e7f/user/0/false` | Segment between `/teams-management/` and `/user/` | | User Group ID | **Settings** > **Users & permissions** > **Users & groups**, open the user group | `https://portal.document360.io/a1b2c3d4.../settings/teams-management/3f2e1d0c-9b8a-7654-fedc-ba9876543210/group/0` | Segment between `/teams-management/` and `/group/` | | Reader ID | **Settings** > **Users & permissions** > **Readers & groups**, open the reader profile | `https://portal.document360.io/a1b2c3d4.../settings/readers-management/7c6b5a4d-3e2f-1098-abcd-ef0123456789/reader/1/true` | Segment between `/readers-management/` and `/reader/` | | Reader Group ID | **Settings** > **Users & permissions** > **Readers & groups**, open the reader group | `https://portal.document360.io/a1b2c3d4.../settings/readers-management/5d4c3b2a-1e0f-9876-dcba-fe9876543210/group/1` | Segment between `/readers-management/` and `/group/` | > [!NOTE] > **NOTE** The User ID uses a 24-character hexadecimal format. All other IDs use the standard UUID format.