---
title: "Quickstart"
slug: "quickstart"
description: "Quickly set up Document360 by creating categories, writing articles, and publishing them in just four easy steps for an efficient knowledge base."
updated: 2026-06-02T07:10:23Z
published: 2026-06-02T07:10:23Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

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](https://docs.document360.com/docs/managing-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](https://docs.document360.com/docs/managing-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](https://docs.document360.com/docs/workflow) 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](https://docs.document360.com/docs/publishing-an-article) or [schedule](https://docs.document360.com/docs/schedule-publishing) 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.