The General page under Knowledge base portal settings is where Project Owners and Admins configure the foundational properties of a Document360 project — including the project name, editor defaults, article review reminders, Drive media permissions, and analytics IP exclusions. Keeping these settings accurate ensures contributors work with the right editor, articles follow a consistent review schedule, and analytics data reflects real reader traffic.
NOTE
Use the Settings search bar in the left secondary navigation pane to quickly locate any setting by name. The search only returns options listed in the navigation pane — it does not search within individual settings pages.
When to use general project settings
Use this page when you need to:
Rename the project — update the project name shown across the portal and in exported content.
Change the default editor — switch all new articles to Markdown or Advanced WYSIWYG to match your team's authoring workflow.
Standardise article review cadence — enable auto-scheduling so all published articles automatically enter the Stale state after a defined period, reducing the risk of outdated content going unnoticed.
Restrict Drive media formats — limit file uploads to approved types (for example, PNG and MP4 only) to enforce a consistent media library.
Filter analytics by IP — exclude internal team IP addresses from project analytics so traffic reports reflect real reader behaviour.
Grant support access — temporarily allow the Document360 support team into your account for troubleshooting.
Before you begin
You must have the Owner or Admin role to view and edit General project settings. Contributors and other roles cannot access this page.
How to configure general project settings
Access the page
In the Knowledge base portal, select Settings () in the left navigation bar.
Under Knowledge base portal, select General.
The General project settings page opens.
Configure knowledge base details
In the Project name field, enter your project name.
From the Country dropdown, select your country.
In the Customize workspace label field, enter a custom label (for example, Version or Release) to replace the default Workspace label across the portal UI.
Under the workspace label field, select your preferred workspace switching behaviour:
Redirect to root article — readers land on the root article of the selected workspace when switching.
Redirect to same article — readers land on the same article in the selected workspace if it exists; otherwise they are redirected to the root article.
NOTE
For more detail on workspace label customisation and switching behaviour, see Manage workspace.
Configure remember state
Turn on the Remember state toggle to retain and restore the UI state from your last interaction within the portal.
When enabled, navigating away from a section and returning will place you exactly where you left off — on the same article, expanded category, applied filter, or selected workspace. Turn it off if you prefer each session to start from the default view.
NOTE
The Remember state toggle is enabled by default.
Configure editor defaults
Under Editor, select your default editor:
Markdown — select this option and, if needed, select the Show line numbers in Markdown editor checkbox to display line numbers.
Advanced WYSIWYG — select this option and, if needed, select the Show outline view in Advanced WYSIWYG editor checkbox.
NOTE
All new articles will be created using the editor you select here. This setting does not change the editor for existing articles.
Review reminder settings
Under Documentation, configure the project-level review reminder behaviour:
Auto-schedule review reminder — select the checkbox to automatically create a review reminder for all published articles. Enter the number of days after which an article should move to the Stale state. For example, if an article is published on 1 January with a 90-day reminder, it enters the Stale state on 1 April.
Mark as reviewed on publishing new version — select the checkbox to automatically clear the Stale status when a contributor updates and publishes a new version of a stale article. If left unchecked, the article remains Stale until someone manually marks it as reviewed.
Move review reminder date when a new version is published — select the checkbox to reset the review reminder timer based on the new publish date. For example, if an article was published on 1 January with a 90-day reminder, and it is updated and republished on 15 February, the next reminder is scheduled for 16 May (90 days from the new publish date). If left unchecked, the reminder follows the original schedule.
NOTE
Article-level review reminder settings override project-level configurations.
Configure Drive settings
Under Drive settings, choose how media uploads are handled:
Select Allow all media formats to permit any file type in Drive.
Select Choose allowed media formats to restrict uploads to specific types.
If you selected Choose allowed media formats, select Add.
In the Add allowed format panel, enter the Media type and Extension.
To add another format, select Add media type.
Once done, click Save.
Configure Analytics settings
Under Analytics settings, enter a Description and the IP address you want to exclude from project analytics.
Select the icon to add the restriction. A toggle is created for each IP address.
To temporarily remove a restriction without deleting it, turn off the toggle for that IP.
To edit or delete a restriction, select the More () icon next to the entry, then select Edit () or Delete ().
Configure Support Access
Under Support Access, turn on the Support Access toggle to grant the Document360 support team temporary access to your account for troubleshooting or testing.
NOTE
To delete your project entirely, contact the Document360 support team directly.
Save your changes
Once you have finished configuring all sections, click Save.
Best practices
Set a review cadence before publishing at scale. Enable auto-scheduling before your team begins publishing content in bulk. Retroactively applying reminders to a large backlog requires manual effort.
Enable "Mark as reviewed on publishing new version" if your team regularly updates and republishes articles. This reduces manual cleanup of Stale statuses.
Enable "Move review reminder date when a new version is published" for active documentation areas where articles are updated frequently, so reminders stay relevant to the latest publish date rather than the original one.
Restrict Drive media formats if your style guide specifies approved file types. This prevents contributors from uploading unsupported formats that may break the site layout or bloat storage.
FAQ
Why should I activate or deactivate the Remember state feature?
Activating the Remember state is beneficial for team members who want to keep their last activity within Document360, making it easier to continue their work without losing context.
Deactivating the Remember state will reset the view back to the default starting point, which can be useful if you prefer a fresh start every time you navigate back to a section.
Example:
When activated: If you navigate from an article in the {{variable.Documentation}} () section to {{variable.Analytics}} (), then back to the {{variable.Documentation}} () section, you'll be directed straight to the previously edited article.
When deactivated: After switching from the {{variable.Documentation}} () section to {{variable.Analytics}} () and returning, you'll start from the first article or category in {{variable.Documentation}} ().
What scenarios does Remember state apply to in Document360?
Filter
When users switch between modules like {{variable.Drive}} () and {{variable.Analytics}} (), the filters they've applied are retained for consistent data display.Example: You're analyzing articles in Analytics with a custom date range filter. If you navigate to {{variable.Drive}} () and then return to {{variable.Analytics}} (), your custom date range filter remains applied, ensuring the data view remains relevant.
Category manager
Users often expand the category to view subcategories and articles. The remember state retains the category manager's last position, making it easier to pick up where you left off.For example, while exploring subcategories in {{variable.Documentation}} (), you expand a category and navigate to {{variable.Analytics}} (). When you return to {{variable.Documentation}} (), the category manager remains expanded in the same position, maintaining your navigation context.
Workspace dropdown
For team members working across multiple workspaces, Remember state preserves the selected workspace even when navigating through other sections.Example: Suppose you are in {{variable.Analytics}} () under the Beta workspace. You switch to workspace V1, explore the {{variable.Drive}} () section, and then return to {{variable.Analytics}} (). With Remember state enabled, you'll land back in {{variable.Analytics}} () under workspace V1, maintaining your workspace continuity.
How do I find IDs in Document360?
All IDs in Document360 can be found directly from the browser URL when you open the relevant item in the Knowledge base portal. The table below shows where each ID appears in the URL.
ID type | Where to navigate | Example URL | ID location in URL |
|---|---|---|---|
Project ID | Any page in the portal |
| First segment after |
Article ID | Open the article in the Documentation section |
| Segment after |
Category ID | Open the category in the Documentation section |
| Segment after |
User ID | Settings > Users & permissions > Users & groups, open the user profile |
| Segment between |
User Group ID | Settings > Users & permissions > Users & groups, open the user group |
| Segment between |
Reader ID | Settings > Users & permissions > Readers & groups, open the reader profile |
| Segment between |
Reader Group ID | Settings > Users & permissions > Readers & groups, open the reader group |
| Segment between |
NOTE
The User ID uses a 24-character hexadecimal format. All other IDs use the standard UUID format.