General project settings

The Project settings page in Document360 lets you configure how your knowledge base portal behaves — including project details, default editor, drive file restrictions, review reminders, analytics privacy, and support access. Use it to control workspace navigation, set article review schedules, restrict uploaded media formats, and manage reader data privacy for your project. These settings apply at the project level and can be overridden by article-level or workspace-level configurations where available.

When to use project settings

Use the Project settings page when you need to:

• Rename your project or customize the workspace label shown to readers and team members.
• Set a default editor (Markdown or Advanced WYSIWYG) so all new articles start with a consistent format.
• Restrict which file types contributors can upload to the Drive.
• Schedule automatic review reminders so published articles don't go stale unnoticed.
• Exclude internal or known IP addresses from analytics, or anonymize reader-identifiable data in private projects.

Before you begin

You need a role with permission to access Settings in the Knowledge base portal.

How to configure project settings

Access the Project settings page

1. Navigate to Settings () > Knowledge base portal in the left navigation bar.
2. In the left navigation pane, select General.

Set 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 or Version).
4. Choose your preferred navigation behavior when readers switch between workspaces:
   • Redirect to root article — takes readers to the root article of the selected workspace.
   • Redirect to same article — opens the same article in the selected workspace if available; otherwise, takes readers to the root article.

Turn on Remember state

1. Turn on the Remember state toggle to retain the portal's last UI state — such as the article you were editing, applied filters, expanded categories, and selected workspace — when you navigate away and return.

Set the default editor

1. Choose a default editor for new articles:
   • Select Markdown, and optionally select Show line numbers in markdown editor.
   • Select Advanced WYSIWYG editor, and optionally select Show outline view in advanced WYSIWYG editor.

Configure review reminders for articles

1. Select Auto-schedule review reminder to automatically create a review reminder for all published articles, then enter the number of days after which an article moves to the Stale state. For example, an article published on January 1 with a 90-day reminder moves to Stale on April 1.
2. Select Mark as reviewed on publishing new version to automatically clear the Stale status when a contributor updates and publishes a new version of a stale article. If disabled, the article stays Stale until someone marks it as reviewed manually.
3. Select Move review reminder date when a new version is published to restart the review timer from the new publish date whenever an article is updated and republished before its reminder date. For example, an article published January 1 with a 90-day reminder (due April 1) that is republished on February 15 gets a new reminder date of May 16.

Restrict allowed media formats in the Drive

1. Select Allow all media formats to permit any file type to be uploaded to the Drive, or select Choose allowed media formats to restrict uploads to specific formats.
2. If you selected Choose allowed media formats, click Add.
3. In the Add allowed format panel, enter the Media type and Extension.
4. To add another media format, click Add media type.
5. Click Save.

Exclude IP addresses from analytics

1. Enter a Description and the IP address you want to exclude from project analytics.
2. Click the add icon to apply the restriction. A toggle is created for the IP address.
3. Turn off the toggle to remove the restriction.
4. Click Edit to update the description, or Delete to remove the IP restriction.

Anonymize reader information

1. Turn on the Anonymize reader information toggle to remove reader-identifiable data from analytics in private projects and private workspaces within mixed projects. When enabled:
   • Reader names, email addresses, and reader IDs no longer display in analytics modules.
   • Reader Analytics becomes unavailable.
   • Feedback analytics and Eddy AI analytics display anonymized reader information.
   • CSV and PDF exports exclude reader-identifiable information.
   • Aggregated analytics metrics remain available.
2. To permanently delete previously stored reader-identifiable data, click Delete data.

Grant support access

1. Turn on the Support Access toggle to give the Document360 support team access to your account for troubleshooting, support, or testing.

Once you've made your changes, click Save.

Best practices

• Set the default editor to match your team's primary authoring workflow before onboarding new contributors, so all new articles start consistently formatted.
• Enable Auto-schedule review reminder with a review window that matches your release cadence (for example, 90 days for fast-moving products) to keep content from going stale unnoticed.
• Restrict allowed media formats in the Drive if your team frequently uploads large or unsupported files, to keep storage usage predictable.
• Consider anonymizing reader information in private projects where readers expect their activity to stay confidential, since the change is not reversible once historical data is deleted.
• Turn on Support Access only when actively working with the Document360 support team, and turn it off afterward.

FAQ