Before you start using Document360, you need to create a Document360 account. To create a Document360 account, navigate to the signup page.
Signing Up to Document360
Navigate to the Signup page
On the signup page, you'll need to provide some basic details:
First Name
Last Name
Work Email
Job Title
Implementation timeline
Phone Number
After filling in these details, click the Start Free Trial button.
Email verification
You will receive a 6-digit verification code in your email. Enter this code on the verification page to continue.
Click Verify.
NOTE
If you enter the wrong verification code five times, your account activation will be locked. In such cases, you'll need to contact the Document360 support team for help.
Set your account password
After verifying your email, you will need to create a password for your Document360 account. Make sure your password meets the following requirements:
At least 8 characters long
Includes at least one number
Includes at least one special character
Includes both uppercase and lowercase letters
Once you've created a password that meets these criteria, re-enter it to confirm, and then click Get Started.
Choose your use case
Select any of your following primary use case for which you’re using Document360 by clicking Get started.
Knowledge base platform | You can create a centralized hub where all your team's knowledge and resources are stored. It helps your team quickly find answers and enhances customer self-service by providing them with easy access to the information they need. |
Software documentation/ | You can efficiently organize and maintain all your software or technical documentation. It helps your team document product features, APIs, release notes, and more, making sure that developers and users have clear and up-to-date information. |
SOP documentation | You can create detailed SOPs that your team can follow consistently. It ensures that everyone adheres to the same processes, reduces errors, and helps in onboarding new employees by providing them with clear procedural guidelines. |
User manual | You can develop comprehensive user manuals that guide your customers or team members through your product's features and usage. It helps in reducing support queries by offering step-by-step instructions and troubleshooting tips. |
Select a Template
Select the type of content you'll create in your Document360 project. You can pick up to two templates that suit your needs.
NOTE
Based on your selection, these templates will be embedded within your project during creation.
Knowledge base platform templates
If you have selected the Knowledge base platform in step 7, you can choose any two templates from the list below.
Getting started guides | Help new users quickly understand and begin using your product with clear, step-by-step instructions. This ensures a smooth onboarding experience. |
How-to guides | Provide detailed instructions for specific tasks, enabling users to fully utilize and explore your product’s features efficiently. |
FAQs | Address common questions at any stage of the user journey, helping users find quick answers and reducing support queries. |
Troubleshooting articles | Offer clear problem descriptions and solutions, guiding users through resolving issues without needing external help. |
Training material | Educate users on advanced features with comprehensive resources, empowering them to maximize your product’s potential. |
Policy & procedures | Outline essential organizational protocols, helping users understand and adhere to company guidelines effectively. |
Standard Operating Procedures (SOP) | Ensure consistency in routine tasks with detailed, step-by-step instructions, fostering standardized practices across your organization. |
Employee handbook | Provide employees with a comprehensive guide to your company’s mission, values, and procedures, essential for onboarding and ongoing reference. |
Software/Technical documentation templates
If you have selected Software/Technical documentation in step 7, you can choose any two templates from the list below.
Release notes | Keep users informed about updates, new features, bug fixes, and improvements with each software release. |
API documentation | Provide detailed information on API endpoints, request/response formats, and authentication methods. |
Software Design Documentation (SDD) | Outline software architecture and design, including diagrams and specifications for development guidance. |
Software Requirement Documentation | Describe the software's purpose, functionalities, and environment to ensure development aligns with project goals. |
Product Requirement Documentation (PRD) | Define the product’s purpose, value, and functionalities to meet user needs and business objectives. |
Process documentation | Detailed steps and procedures involved in software development to standardize workflows and enhance efficiency. |
Troubleshooting guide | Offer solutions for common technical issues, enabling users to quickly resolve problems. |
Quick start guide | Provide a brief manual to help users familiarize themselves with essential setup and usage instructions. |
User guide | Give comprehensive instructions on using your product, covering all features and functionalities. |
Installation guide | Detail the installation steps to ensure a smooth and successful setup of your product. |
SOP documentation templates
If you have selected SOP documentation in step 7, you can choose any two templates from the list below.
Compliance policies and procedures | Ensure your organization meets regulatory requirements by documenting policies that enforce compliance. |
HR SOP | Streamline HR activities, such as onboarding and employee management, by creating clear, actionable guidelines. |
Financial SOP | Maintain consistency in financial operations with detailed budgeting, accounting, and reporting procedures. |
Safety SOP | Protect your team by establishing safety protocols that promote a secure and healthy work environment. |
Operation SOP | Enhance efficiency and productivity by standardizing operational procedures across your organization. |
User manual templates
If you have selected the User manual in step 7, you can choose any two templates from the list below.
Installation manual | Provides all necessary setup information including product overview, specifications, and assembly instructions, ensuring a smooth start with the Knowledge base platform. |
Instruction manual | Offers step-by-step assembly and usage instructions with diagrams and safety warnings, ideal for precise setup and safety warnings for proper usage. |
Maintenance manual | Provide detailed instructions for regular upkeep, troubleshooting, and repair procedures to ensure optimal performance. |
Training manual | Provides comprehensive guidance on installation, operation, and troubleshooting, and support for user training and effective platform usage. |
Operations manual | Provide detailed instructions for daily maintenance and troubleshooting, ensuring ongoing effective management of the Knowledge Base platform. |
Policy manual | Outlines company policies and procedures related to the platform, ensuring consistent application and compliance across the organization. |
Personalize your Knowledge base
Enter your preferred website URL. If you want to skip this step, the domain will default to the one linked to your registration email.
Brand guidelines
Your project name, default language, branding logo, and brand colors will be automatically set based on your provided URL. However, you can edit the fields if needed.
Your browser’s language settings determine the default language. English will be selected by default if other languages don’t support your browser’s language.
NOTE
Other than English if you choose Spanish and Portuguese (Brazilian) as your default language, the portal language will also be the Spanish and Portuguese. Otherwise, English will be the default.
The branding logo and primary/secondary colors are extracted from your website. If you choose to Skip this step, the project name will be derived from your registration email, and Document360’s default logo and colors will be applied.
You can preview your Knowledge base on the right side of the screen.
Set documentation privacy
Choose the desired privacy settings for your site:
Private: Restrict access to the Knowledge base so that only team accounts can view and interact with the content, keeping it secure and internal.
Public: Make the Knowledge base accessible to everyone, including external users, allowing open access to all content.
Mixed: Combine private and public access by allowing some sections of the Knowledge base to be visible to the public while keeping other sections restricted to team accounts only.
Click Next to proceed.
Access the Document360 Knowledge base portal
Once you complete the setup, enter the Document360 Knowledge base portal. Here, you’ll find pre-loaded articles based on the use case and templates you selected.
NOTE
The articles seeded into your project are tailored to your selected use case and templates, giving you a head start on creating your content.
FAQ(s)
Do I need to pay to create a Document360 account?
You don’t need to pay or enter your credit card details to create an account. When you sign up, you will get a 14-day trial account. After trying Document360, you can upgrade to one of the available plans to continue using it beyond the trial period.
What are the available plans I can upgrade to?
You can choose from 4 plans: Free, Professional, Business, and Enterprise. To learn about the pricing and features of each plan, click here.
I haven’t received the verification code. How do I continue with the signup process?
If you haven’t received the code, click Resend Code on the Email verification page. If you still can’t find the email in your inbox, check your spam/junk folder. If you cannot locate the verification code, contact the Document360 support team for further assistance.
I have an existing knowledge base, and I want to migrate to Document360. How should I proceed?
Once you decide to sign up for Document360, there are two ways to migrate your existing knowledge. You can fill out the migration request form even before signing up, and our migration experts will contact you to kick-start the migration process. If you have already created a trial account, simply navigate to Documentation > Content tools > Import & Export > Migrate content. From there, follow the on-screen instructions to migrate your knowledge base to Document360. To learn more about migrating your existing knowledge base to Document360, click here.
My Document360 trial period ended. Can I still access my data?
Once your Document360 trial ends, you can no longer access any content you created within Document360. To regain access to your data, you'll need to upgrade to one of our subscription plans. To learn more about selecting a subscription plan and upgrading your account, click here.
What happens if I don't complete the password setup during signup?
If you return to the signup page and enter your details again, the system will recognize your previous session and automatically redirect you to the password creation screen.