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Navigating Document360

  • Updated on Oct 6, 2026
  • Published on Sep 12, 2025
  • 4 minute(s) read
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Use the Knowledge base portal to build, organize, and publish your documentation. Everything you create or configure here shapes the Knowledge base site your readers see. This article shows you where each tool lives, so you can go straight to the task you have in mind.

Start here - Layout

Find your way around the portal

The portal has three fixed zones. The top and left navigation bars stay in place whichever module you open, so you can always get back to where you need to be.

Knowledge base portal layout with the top navigation bar, left navigation bar, and content area labeled

Top navigation bar
Runs across the top of every page. Use it to switch projects, workspaces, and languages, create content, search the portal, open your live site, and get help.
Left navigation bar
Runs along the left edge. Select an icon to open that module. Expand the bar to see each module's name next to its icon.
Content area
Fills the center of the screen. The module you select loads here, whether that is the article editor, a dashboard, or a settings page.

Navigate - Top bar

Switch, create, and search from the top navigation bar

Use the top navigation bar for actions you need from anywhere in the portal, without leaving the page you are on.

Document360 logo Learn more →
Go back to the Project dashboard, where all your projects are listed.
Project, workspace & language Learn more →
Switch to another project, workspace, or language from one dropdown. A Main badge marks the primary workspace and a Default badge marks the default language. Select Manage projects or Manage Workspace & language at the bottom of the dropdown to change them.
Start a category, a blank article, an article with Eddy AI, an article from a template, or import articles.
Find articles, Drive files, users and groups, tags, labels, and settings across all workspaces and languages at once. Use the dropdown to the left of the search bar to narrow the scope.
Open site Learn more →
Check how readers see the active workspace. Your live Knowledge base site opens in a new tab.
Get assistance, read the documentation, chat with support, raise a ticket, request a feature, or check system status.
Release updates Learn more →
See the latest features and updates in Document360.
My profile Learn more →
Select your profile picture to update your profile, view your access and permissions, switch to the dark theme, change your password, or log out.
Maintenance banner
Plan around scheduled maintenance. The banner appears before maintenance starts, and you also get an email. While maintenance runs, you cannot open, create, or edit content.

Navigate - Modules

Open a module from the left navigation bar

Each icon in the left navigation bar opens a module in the content area. Pick the module that matches what you want to do.

See your overview, the tasks assigned to you, recent articles, starred items, and the Recycle bin.
Documentation Learn more →
Create and organize categories and articles, draft and improve content with AI tools, and work with templates and reusable content.
AI chatbot iconAI chatbot Learn more →
Build, test, and deploy a chatbot trained on your articles, website pages, FAQs, files, and support tickets.
Interactive decision trees Learn more →
Guide readers through troubleshooting, workflows, or onboarding with branching steps, text, and media.
API documentation Learn more →
Upload an OpenAPI (Swagger) file to generate endpoint articles automatically. Readers can test endpoints with Try it!.
Feedback manager Learn more →
Review reader feedback from articles and Eddy AI search in one place: likes, dislikes, comments, and unanswered queries.
Analytics Learn more →
See how readers use your knowledge base: article performance, search trends, AI usage, feedback patterns, and ticket deflection.
Knowledge Pulse iconKnowledge Pulse Learn more →
Find content quality issues, such as duplicate articles. Review scan reports and run scans on demand.
Connections Learn more →
Connect Document360 to other tools with integrations and extensions, and add the Knowledge base widget to your website or app.
Store and reuse the images, videos, PDFs, and other files used across your project.
Settings Learn more →
Configure your project: users, roles, and permissions, branding, custom domain, security, and AI features.

Work - Content area

Work in the content area

The content area shows whichever module you select from the left navigation bar. For example:

  • Select Documentation ( ) to work on your categories, articles, and editor.
  • Select Analytics ( ) to open your reporting dashboards.
  • Select Settings ( ) to change your project configuration.

To start writing, read the Content creation guides.

FAQ

How do I switch to another workspace or language?

Select the project, workspace, and language dropdown in the top navigation bar, expand the workspace you want, and select the language.

My navigation looks different from this article. Why?

The redesigned top and left navigation bars are being rolled out in phases. If you do not see the combined project, workspace, and language dropdown yet, it will be available in your project soon.

Where do I manage users and permissions?

Select Settings in the left navigation bar, then go to Users & permissions. Read General project settings.

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