The Quickstart guide gets you up and running with Document360 in minutes. You'll create your first category, write an article, send it for review, and publish it to your knowledge base in just four steps.
1
Create a category
Categories are the folders your articles live in. Before you write, you need somewhere to put your content.
a
Navigate to Documentation in the left navigation bar.
b
In the Categories & articles pane, hover over the workspace name and select the (+) icon that appears.
c
Enter a name for your category and click Create.
2
Write your first article
With your category in place, you're ready to add content. Articles are what your readers see; each one lives inside a category and covers a single topic.
a
Hover over your category name and select the (+) icon that appears next to it.
b
Select Article > Blank.
c
Enter a title and click Create.
d
Write your content in the editor manually or use the Eddy AI writing assistant to draft it for you.
Autosave is on. Document360 saves your work automatically every five seconds so that you'll never lose a draft.
3
Assign for review
Before publishing, you can send your article through a review workflow, assigning it to a teammate for feedback or approval.
a
Select the Workflow status button in the top-right corner of the editor.
b
In the Workflow dialog, select the next workflow status. For example, Peer Review or SME Review.
c
In the Assignee field, select one or more team members or user groups to assign the review.
d
Optionally, set a Due date and add a Comment with instructions for the reviewer.
e
Click Set Status to save and assign the article.
4
Publish
Publishing makes your article visible to readers on your knowledge base site. Until you publish, your article stays in draft and no one outside the portal can see it. You can publish immediately or schedule it for a later date and time.
a
Select the Workflow status button in the top-right corner of the editor.
b
To publish immediately, click Publish. To schedule, click Publish later and choose a Date, Time, and Time zone, then click Schedule.
c
Select Open site in the top navigation bar to see your article live.
✓
Your knowledge base is live.
Your first category, your first article, your first publish. Everything else in Document360 builds on this foundation.