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Knowledge base site overview

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Knowledge base site introduces an improved experience for accessing articles and browsing information. With an enhanced user interface, better search functionality using AI, and streamlined content organization, users can quickly find relevant articles and troubleshoot issues efficiently. New features such as real-time updates and interactive elements make it easier to navigate and engage with content. The Knowledge base site ensures a more intuitive and efficient knowledge-sharing experience for all users.


Key features of the knowledge base site

The knowledge base site includes a range of features designed to improve content accessibility, personalization, and reader engagement.

Feature

Description

Favorites

Logged-in readers can now save articles, decision trees, API endpoints, and page categories as favorites using the heart (❤️) icon. All saved items can be accessed later from the Favorites section in the left panel or from their profile.

Customizable right panel

Admins can reorder the right panel modules (Files, Tags, Related articles, and In this article) using drag-and-drop, and move Related articles between the right panel and the article footer.

Sticky header on scroll

Key header icons such as Theme, Profile, Language selector, Search, Share, Edit, Export PDF, Print, Follow, and Favorites stay visible while scrolling through long articles.

Download articles and categories as PDF

Logged-in readers can bulk download articles from selected articles and categories as PDF files from the knowledge base site in private projects, making offline access easier and faster.

PDF download from Notifications

Exported PDFs are available for direct download from the Notifications section of the knowledge base site in private projects. No email dependency required. PDFs are available for 30 days from the date of generation.

Share private links to articles

Generate shareable, private links to allow external users, such as reviewers, collaborators, or stakeholders, to view articles without needing access to your knowledge base. Regenerate links anytime for secure access control.

Follow articles and categories

Readers can subscribe to updates for specific articles or categories and receive email notifications about changes, available for both public and private projects.

Enhanced read receipts

Set up dynamic rules for read acknowledgments based on workspace, category, or user role. Perform bulk operations and manage compliance efficiently.

Localized workspace display names

Customize your workspace name per language for multilingual knowledge base sites, providing a native experience for users based on their language selection.

Conversational Eddy AI and chatbot support

Eddy AI retains conversation context, enabling users to ask follow-up questions, and delivers more accurate responses in multiple languages based on previous queries and responses. This update is also available in the Eddy AI chatbot.

Enhanced analytics for Eddy AI

Gain deeper insights into user interactions with Eddy AI. Filter conversations by topic, feedback, or response status. Use the new conversations table to identify trends across languages and workspaces.

Conditional content blocks

Control visibility of content based on country, IP, date, device type, or reader group, enhancing personalization without duplicating articles.

Listen to articles

Users can listen to article content using the Listen (read out loud) feature, improving accessibility and enabling multitasking.

Global search enhancement

Search across all workspaces, including API workspaces. Switch between global and individual workspace views with intelligent filters and unified results.

Reset site customizations to the published version

Discard all unpublished site customizations and revert the preview to the latest published version to quickly remove changes in one step.


Overview of the documentation page

The following image illustrates the Header section (1), Left navigation pane (2), Article section (3), and Right-side pane (4) in the documentation page of the Knowledge base site.

1. Header section

  1. Logo image: Displays your organization’s branding element/logo. Clicking on it navigates you to your documentation home page.

  2. Workspace:

    Use the dropdown to navigate through the different workspaces available in the Knowledge base.

    Click on the API documentation workspace to navigate to the API documentation home page.

  3. Primary navigation: Customize the primary navigation to help you navigate to different pages from your home page or Knowledge base site.

  4. Notifications () icon: The “What's New” page displays recently published articles (new and updated) in the selected workspace and notifications for exported PDF files that are ready for download.   A badge displays the unread count, which clears when you view the relevant notifications. The bell icon appears after the first PDF export is initiated and remains available even when the Read receipt is disabled.

  5. Acknowledgment required (): This page displays the list of acknowledgment required/acknowledged articles.

  6. Theme: Switch between System theme, light, and dark themes in the Knowledge base site.
    By default, the light theme will be set as the system theme.

  7. Language: Select the desired language from the available list to read the articles.

    NOTE

    If only one language is configured for a workspace, the language dropdown will not appear in the Knowledge base site.  

  8. Secondary navigation: Customize the secondary navigation to help you navigate to different pages from your home page or knowledge base site.


2. Left navigation pane

  1. Search bar: Access the search function by clicking here or using the shortcut Ctrl + K (Command + K on Mac). Search for desired articles in the Knowledge base or use Eddy AI search for information. To know more information, read the articles on Search.

  2. Category/Article filter: Use this filter to search for a specific category or article name.

  3. Hide navigation menu: Click to hide the left navigation pane for a wider view of the article.

  4. Tree view: View the hierarchy of categories and articles in a clear tree structure.

  5. Favorites – When Favorites is enabled, logged-in users can mark articles, decision trees, and endpoints as favorites for quick access. Favorited items are listed in a dedicated Favorites section for easy navigation.

  6. Status of the article: This small color badge represents the status of the article (new, updated, custom). For more information, read the article on Article status.

  7. Context menu: For private and mixed project users, hover over the context menu to view two options:

    • Add to favorites – Allows users to add or remove an article from their favorites when the Favorite option is enabled in the settings.


3. Article section

  1. Breadcrumbs: Navigate back to the category and sub-category of the article.

  2. Article title: Displays the title of the article.

  3. Copy link: Click to copy the article’s URL to the clipboard.

  4. Status badge: Displays the status of the articles (new, updated, custom).

  5. Article date: View the published or updated date of the article.

  6. Read time: View the estimated average time it would take to read the article based on word count.

  7. Contributors: View the list of contributors who have worked on this article.

  8. Follow: Click here to follow the articles. This feature is available for reader accounts.

  9. Favorites (❤️): Click the ❤️ icon in the article header to add or remove the article from your favorites for quick access. This is available to logged-in users in private projects.

  10. Share icon: Share the article via Twitter, LinkedIn, Facebook, or Email.

  11. Export PDF: Allows users to download the article or category as a PDF when enabled by the admin. Category-level PDF export is available for logged-in users only. The Export PDF icon appears in the article header and may be moved to the More (⋯) menu on smaller screens.

  12. More options (): Click Print to print the article or export it as a PDF. The available options depend on your browser’s print settings.

  13. Article summary: Click to view the summary of the article generated by Eddy AI.


4. Image

When you click an image on your Knowledge base site, it opens in an image viewer.

  1. Title text: It displays the caption of the image, if any.

  2. Open link: To open the image URL, if available.

  3. Zoom out (): To zoom out or minimize the image.

  4. Zoom in (): To zoom in or enlarge the image.

  5. Download (): To download the image to your local storage.

  6. Close (X): To close the image.

  7. Next (): To move to the next image.

  8. Previous (): To move to the previous image.

    Hold and drag the image to move it anywhere on the screen. The image closes when you click anywhere on the screen outside the image.

    Image preview in KB site


5. Right pane

By default, the right pane sections are displayed in the following order: Files → Tags → Related articles → In this article.

Admins can customize this order using drag-and-drop by going to Settings > Knowledge base site > Article settings & SEO. Under Article right section, click Reorder sections.

  1. Hide navigation menu: Click to hide the right-side pane for a wider view of the article.

  2. Files: View attachments associated with the article.

  3. Tags: View the list of tags associated with the article.

  4. In this Article (previously “Table of Contents”): View the list of headings within the article. This section has a dedicated scroll, allowing easy navigation through long lists of headings. When accessing an article, this section will automatically expand, ensuring all headings are visible without manual interaction.

  5. Related Articles: View articles related to the current article. Admins can choose to display this section in the right-side pane or move it back to the article footer.

Module behavior:

  • All modules support expand and collapse.

  • Modules with more items than the initial visible height display a Show more control.

  • On tablet and mobile, the right-side pane collapses into a drawer.

  • The last module in the right-side pane becomes sticky on scroll, ensuring it remains visible as you navigate through the article.


6. Article footer

Article footer of the Knowledge base site 2.0

  1. Feedback on the Article: Click Yes or No and enter your feedback for the article.

  2. Previous and Next Article: Navigate to the previous and next articles in the category.

  3. Related articles: View articles related to the current article. By default, this section appears at the article footer. Admins can move it to the right-side panel by enabling the Show related articles toggle under Settings > Knowledge base site > Article settings & SEO > Article right. When moved to the right-side panel, it no longer appears in the article footer.


Sticky header on scroll

As readers scroll through a long article, the following header icons remain fixed and visible at all times:

  • Theme switcher (Dark & light theme)

  • Profile icon

  • Language selector

  • Search bar

  • Share

  • Edit (for users)

  • Export PDF (if enabled by admin)

  • Print (if enabled by admin)

  • Follow

  • Favorites (if enabled by admin)

On smaller screens, header actions collapse into a More (⋯) overflow menu. The sticky header does not overlap article content.


Localize or customize default UI text in the knowledge base site

You can localize or customize the default UI text displayed in the knowledge base site using the Localization variables feature. This allows you to translate system-generated labels into other languages or modify them in English.

To update the UI text:

  1. Navigate to Settings () in the left navigation bar.

  2. In the left navigation pane, navigate to Knowledge base portal > Workspace & localization.

  3. In the Localization variables tab, expand the relevant category to view and edit available text fields.

  4. Make your changes and click Save.

NOTE

By default, the system localizes variables to the respective language.


FAQ

Can I disable right-clicking on article links in my Knowledge base site?

Yes, you can disable right-clicking on article links in your Knowledge base site using custom JavaScript.

To disable right-click on links:

  1. Navigate to Settings () > Knowledge base site > Customize site in the Knowledge base portal.

  2. Click Custom CSS and JavaScript, and select the Custom JavaScript tab.

  3. Paste the following code:

document.addEventListener("DOMContentLoaded", function () {
  document.addEventListener("contextmenu", function (e) {
    let el = e.target;
    while (el && el !== document) {
      if (el.tagName === "A") {
        e.preventDefault();
        break;
      }
      el = el.parentElement;
    }
  });
});
  1. Save the changes.

This will prevent right-clicking on all links throughout your site.