Plans supporting customization of knowledge base site
Professional | Business | Enterprise |
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Document360 introduces Knowledge Base Site 2.0, offering advanced customization capabilities and new functionalities such as following articles and categories, sharing articles via private links, and more, enhancing user experience and engagement. This upgrade allows you to smoothly transition from Site 1.0 to Site 2.0, providing greater control over your Knowledge Base with improved configuration and customization options.
For Your Information (FYI)
By default, KB Site 2.0 is accessible for projects created after June 10th, 2024.
Customizing your knowledge base site 2.0
Navigate to Settings ()> Knowledge base site > Customize site in the Knowledge base portal.
The Customize site page will appear.
A new banner will be displayed to upgrade to Knowledge base site 2.0.
NOTE
This banner is displayed exclusively for Document360 1.0 Standard plan projects.
Click Experience 2.0 in the banner to explore the KB site 2.0 preview.
Upon clicking, you can see two tabs: Site 1.0 (Active) and Site 2.0 (Preview). By default, Site 2.0 tab will be selected.
In the Site 2.0 tab, you can view the Knowledge Base Site 2.0 preview banner with the following options:
Go live with Site 2.0
Customize site
Preview site 2.0
How to configure
a. Go live with Site 2.0
Click Go live with Site 2.0 to publish KB Site 2.0 with the same functionalities as KB Site 1.0, without customizing it.
The Publish confirmation panel will appear.
NOTE
You cannot deselect the configurations the first time you are editing.
Click Continue.
The Switch from Knowledge base site 1.0 to 2.0 panel will appear.
Enter the subdomain of your project and click Switch to 2.0.
Now you have migrated your KB site into our latest version KB site 2.0.
NOTE
From KB Site 1.0, the logo, favicon, primary color, link colors, title & body font, and site layout will be retained.
Within 30 days, you can revert to KB Site 1.0 by clicking Rollback to Site 1.0. Our team will review your request, and your KB site will be reverted to version 1.0.
NOTE
After rollback to 1.0, the system stores last saved KB site preview.
b. Customize site
Click Customize site.
The overview of customize site page will appear.
You can customize various pages such as Site header & footer, Main pages, Error pages, and adding Custom CSS & JavaScript.
Once done, click Save to save the changes as a draft.
Click Preview to view the changes in the Knowledge base site.
Click Go live with Site 2.0 to publish the changes in your Knowledge base site.
Select the desired configurations and click Continue.
The Switch from Knowledge base site 1.0 to 2.0 panel will appear.
Enter your subdomain of the project and click Switch to 2.0.
c. Preview site 2.0
Click Preview site 2.0 to view the KB site 2.0 with default branding elements retained from your KB site 1.0.
d. How to configure
If you need guidance on configuration, click How to Configure to watch the instructional video.
FAQ
Will I lose any integrations or extensions when switching from KB site 1.0 to KB site 2.0?
No, all integrations and extensions configured in KB site 2.0 will continue to work seamlessly.