Plans supporting access to notification settings in knowledge base portal

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Microsoft Teams is a collaborative platform and messaging app, part of the Microsoft 365 suite of productivity tools.

In Document360, you can share the notifications via the Microsoft Teams application and configure them. Notifications for the Knowledge base portal, Knowledge base site and Knowledge base widget can be configured in the Microsoft Teams channel.

Microsoft Teams notification channel: set up

The configuration of Microsoft Teams in Document360 involves three steps:

Creating a channel in Microsoft Teams

  1. Open Microsoft Teams.

  2. Go to Teams > Click (•••) at the top right.

  3. Click Add channel to create a new channel.

  4. Enter the desired channel name and click Add.

6_Screenshot-MicrosoftTeams1.png

Get the webhook URL

  1. Now, that the Incoming Webhook channel is created, click the add (+) option.

  2. The Add a tab blade appears. Select Manage apps and click More Apps.

  3. The Apps window appears > search Incoming Webhook > select it and click Add to a team.

  4. The Set up an Incoming Webhook for a team blade appears > select Set up a connector.

  5. Enter the desired webhook channel name and click Create.

  6. Now, the Webhook URL is generated. Click Copy to copy the Webhook URL.

  7. Click Done.
    7_Screenshot-MicrosoftTeams2.png

Setup the configuration in Document360

  1. Navigate to the desired Document360 project, go to Settings > Knowledge base portal > Notification channels > Click New channel.
    The Channel configuration blade appears.

  2. Select Microsoft Teams and click Next.

  3. Enter the desired channel name in the Friendly name field.

  4. In the Webhool URL field, paste the webhook link from Microsoft Teams.

  5. Click Save.

8_Screenshot-MicrosoftTeams_Channel_Configuration.png

A new notification channel is created. Navigate to the Notification mapping tab to map the required configurations to the webhook applications.