Plans supporting the use of multiple projects in Document360
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You can seamlessly switch between the Document360 projects you own or are associated with as a team account. There are two ways to switch projects from the Knowledge Base portal:
Using the "Project switch" dropdown
From any module in the Knowledge Base portal, click on the project dropdown at the top-left of the screen.
You can view the "Project Name," "Site Access" (Public - , Private - , or Mixed ), and a "Sandbox" label if it is a Sandbox project.
Click on the project you want to view from the list.
Navigating to "My projects" and switching
Click on the Document360 logo at the top-left.
You will be redirected to the "My Projects" page.
The list of all projects owned or associated with your account will be displayed.
Click on the project you want to navigate to.
FAQs
How do I know which project I am currently working on?
You can check the project name displayed at the top-left of the screen in the Knowledge Base portal.
What happens if I don't see the project I want to switch to?
Ensure you have the necessary access permissions for that project. If the project still doesn't appear, contact your Document360 administrator for assistance.
What is a "Sandbox" project, and how is it different from other projects?
A Sandbox project is a test environment where you can experiment without affecting your live projects. It will have a "Sandbox" label in the project dropdown.
What does "Site Access" mean in the project dropdown?
"Site Access" indicates whether the project is Public, Private, or Mixed. This defines the accessibility level of the project's content.
How can I request access to a project I am not currently associated with?
Contact your team administrator or project owner to request access to the desired project.