https://docs.document360.com/docs The Advanced WYSIWYG editor is Document360's most versatile editor for creating knowledge base content. WYSIWYG stands for What You See Is What You Get, meaning the content you write in the editor looks exactly the same as what your readers see on the published knowledge base site. This section covers everything you need to know about the Advanced WYSIWYG editor: its features, when to use it, and how to get the most out of it. Why use the Advanced WYSIWYG editor? The Advanced WYSIWYG editor is ... Tue, 23 Jun 2026 09:07:59 GMT Content creation > Editor https://docs.document360.com/docs/editor https://docs.document360.com/docs/editor Documentation is only as good as the experience of writing it. Document360 is built for every type of content creator; whether you're a technical writer who thinks in markdown, a product manager drafting release notes, or a support lead turning recordings into articles. You don't adapt to the tool; the tool adapts to you. Pick your editor, start writing, and publish content that your readers actually want to read. Choose your editor Document360 offers two powerful editors. Same outcome: polishe ... Tue, 23 Jun 2026 08:57:34 GMT Editor choices > Content creation https://docs.document360.com/docs/overview https://docs.document360.com/docs/overview By default, the workspace dropdown shows only available workspaces. However, you can use custom JavaScript to add items, such as "API Documentation," or external resource links, directly to this dropdown menu to improve navigation. NOTE This method uses custom JavaScript to achieve the customization. Document360 updates usually maintain backward compatibility, but it's possible DOM structure changes could affect this workaround. Prerequisites Access to Settings in the Knowledge base portal T ... Mon, 22 Jun 2026 08:23:56 GMT Site customization > Article layout customization > Tips & Tricks https://docs.document360.com/docs/how-to-add-custom-items-to-the-workspace-dropdown https://docs.document360.com/docs/how-to-add-custom-items-to-the-workspace-dropdown Duplicate Content Detection is an Eddy AI feature in Document360 that scans your published articles, identifies repeated text blocks, and recommends converting them into reusable snippets. Use it to maintain a consistent single source of truth across your knowledge base and reduce the maintenance overhead of updating the same content in multiple places. When to use Duplicate content detection Your knowledge base has grown over time — As article count increases, the same explanatory text tends ... Mon, 22 Jun 2026 07:12:26 GMT AI features > AI Knowledge pulse https://docs.document360.com/docs/duplicate-content-detection https://docs.document360.com/docs/duplicate-content-detection Localization variables are the text labels that appear across your {{variable.Knowledge base site}} - things like button text, search bar placeholders, feedback prompts, and navigation labels. By default, these labels are pre-translated when you add a language to a workspace. You can customize them to use different wording, match your brand's voice, or override the default translation for any language including English. Any changes you make apply consistently across all articles in your project ... Mon, 22 Jun 2026 06:57:08 GMT Site customization > Knowledge base site overview https://docs.document360.com/docs/localization-variables https://docs.document360.com/docs/localization-variables You can add glossary terms to your knowledge base manually one at a time, or import multiple terms at once from a CSV file. All glossary management is done from Content tools () > Content resources > Glossary. NOTE You must have Content reuse permissions to create and manage glossary terms. To translate glossary terms after creation, the term must be created with a specific language scope. Global terms cannot be translated. Add a glossary term Navigate to Content tools () > Content resources ... Mon, 22 Jun 2026 06:46:34 GMT Content management > Content tools > Glossaries https://docs.document360.com/docs/adding-glossary-term https://docs.document360.com/docs/adding-glossary-term {{variable.Smart bar}}s in Document360, similar to an announcement bar, banner bar, alert bar, or notification bar — let you display customizable announcement banners across your {{variable.Knowledge base site}}. Each bar can carry any message — a feature release, a maintenance window, a localized promotion — and can be targeted by URL, browser, device, IP address, or language so it appears only where it's relevant. When to use smart bars Use {{variable.Smart bar}}s when you need to surface a t ... Mon, 22 Jun 2026 06:37:51 GMT Site customization > Reader engagement https://docs.document360.com/docs/smart-bar https://docs.document360.com/docs/smart-bar Document360 Drive is a centralized, cloud-based file storage system built into your knowledge base portal. Every image embedded in an article, every attached file, and every media element used in homepage customization is stored here. Because files live centrally, the same asset can be referenced by multiple articles — updating or replacing a file in Drive reflects the change everywhere it is used. How to access Drive In your knowledge base portal, click the Drive () icon in the left navigatio ... Mon, 22 Jun 2026 06:29:44 GMT Drive & file management > Getting started with Drive https://docs.document360.com/docs/adding-folders-and-files https://docs.document360.com/docs/adding-folders-and-files Accessibility is not just a feature - it's a requirement for building a knowledge base that works for everyone. Document360 is compliant with WCAG 2.1 Level A and AA standards, ensuring that both the {{variable.Knowledge base portal}} and the {{variable.Knowledge base site}} are inclusive and usable by readers of all abilities. Key principles of WCAG 2.1 WCAG 2.1 is organized around four core principles that guide the creation of accessible web content: Perceivable — Information and interface ... Mon, 22 Jun 2026 06:23:23 GMT Site customization > Reader engagement https://docs.document360.com/docs/web-content-accessibility-guidelines-wcag https://docs.document360.com/docs/web-content-accessibility-guidelines-wcag When a portal user begins editing an article, Document360 automatically locks it to prevent other contributors from making simultaneous changes. This protects against content conflicts and accidental overwrites when multiple team members are working in the same knowledge base. A locked article displays a Lock () icon in the editor, indicating it is currently being edited by someone. When to lock or unlock an article Locking happens automatically whenever someone opens an article for editing. N ... Mon, 22 Jun 2026 04:58:35 GMT Content management > Managing articles https://docs.document360.com/docs/lock-unlock-article https://docs.document360.com/docs/lock-unlock-article Hiding an article removes it from the knowledge base site without deleting it. Hidden articles remain fully accessible in the portal for internal use — they can still be edited, published, and managed — but readers cannot see or access them on the knowledge base site. Hidden articles are indicated by a strikethrough on the article name in the Categories & Articles pane. NOTE Hiding an article is different from unpublishing it. A hidden article is not accessible via its direct link, while an un ... Mon, 22 Jun 2026 04:57:11 GMT Content management > Managing articles https://docs.document360.com/docs/hide-unhide-articles https://docs.document360.com/docs/hide-unhide-articles Single Sign-On (SSO) lets your team members and readers log in to Document360 using credentials from your existing identity provider (IdP), such as Okta, Microsoft Entra, or Google Workspace. Instead of managing separate passwords for Document360, users authenticate once through your IdP and get access automatically. Document360 supports SAML, OpenID Connect, and JWT as SSO methods, and SCIM for automated user provisioning. What is SSO? Single Sign-On (SSO) is an authentication method that lets ... Sun, 21 Jun 2026 19:54:49 GMT User & reader management > Single Sign-On (SSO) https://docs.document360.com/docs/single-sign-on-sso https://docs.document360.com/docs/single-sign-on-sso The Sign out idle SSO user feature automatically signs out SSO users who have been inactive in the Knowledge base portal for a defined period of time. This reduces the risk of unauthorized access on unattended sessions and gives administrators control over how long idle sessions remain open. The feature applies to SAML and OpenID Connect configurations only and does not affect standard Document360 user accounts. Before you begin Your project must have SSO configured using SAML or OpenID Connec ... Sun, 21 Jun 2026 19:46:07 GMT User & reader management > Single Sign-On (SSO) > SSO user & reader management https://docs.document360.com/docs/team-account-idle-timeout https://docs.document360.com/docs/team-account-idle-timeout Converting a Document360 account to an SSO account lets users and readers authenticate using their Identity Provider (IdP) credentials instead of a separate Document360 password. The conversion preserves all existing roles and access permissions, so nothing needs to be reconfigured after the switch. You can convert individual accounts or multiple accounts at once, for both users and readers. Before you begin Your project must have SSO configured using SAML or OpenID Connect. Conversion is not ... Sun, 21 Jun 2026 19:42:41 GMT User & reader management > Single Sign-On (SSO) > SSO user & reader management https://docs.document360.com/docs/convert-to-sso-account https://docs.document360.com/docs/convert-to-sso-account The Auto assign reader group feature in Document360 automatically grants knowledge base access to readers who sign in through an Identity Provider (IdP), without requiring you to invite them manually. When a reader authenticates via SSO for the first time, they are assigned to the reader groups you have pre-selected in the SSO configuration. This is especially useful for large or frequently changing user bases where readers are managed centrally in the IdP. Before you begin SSO must already be ... Sun, 21 Jun 2026 19:36:40 GMT User & reader management > Single Sign-On (SSO) > SSO user & reader management https://docs.document360.com/docs/auto-assign-reader-group https://docs.document360.com/docs/auto-assign-reader-group Deactivating the Document360 login page removes the standard email and password login option and redirects all users directly to the SSO login page when they access Document360. This applies to projects where all users authenticate through SSO and no standard (non-SSO) accounts exist. The setting is available for both SAML and OpenID Connect configurations. Before you begin CAUTION Do not deactivate the common login page if your project has both SSO users and regular (non-SSO) users. Regular ... Sun, 21 Jun 2026 19:30:21 GMT User & reader management > Single Sign-On (SSO) > SSO user & reader management https://docs.document360.com/docs/disable-document360-login-page https://docs.document360.com/docs/disable-document360-login-page If you manage multiple Document360 projects under the same account, you can reuse an existing SSO configuration (SAML or OpenID Connect) across those projects instead of setting up a new one from scratch. This is done by selecting the existing connection from the Configure an existing connection dropdown during the SSO setup flow in the target project. Reusing a configuration keeps your identity provider settings consistent and avoids duplicating work across projects. When to use this Use this ... Sun, 21 Jun 2026 19:28:40 GMT User & reader management > Single Sign-On (SSO) > SSO user & reader management https://docs.document360.com/docs/mapping-an-existing-sso-configuration-to-other-projects https://docs.document360.com/docs/mapping-an-existing-sso-configuration-to-other-projects Once you have configured Enterprise Single Sign-On (SSO) using SAML or OpenID Connect for your project, you can start adding and managing SSO users. Users added as SSO users authenticate using their existing credentials from a trusted Identity Provider (IdP) such as Okta, Azure AD, or Google Workspace, without needing a separate Document360 password. This article covers how to add new SSO users, invite existing users to switch to SSO, and remove SSO user accounts when they are no longer needed. ... Sun, 21 Jun 2026 19:27:34 GMT User & reader management > Single Sign-On (SSO) > SSO user & reader management https://docs.document360.com/docs/inviting-or-adding-sso-users https://docs.document360.com/docs/inviting-or-adding-sso-users Single Sign-On (SSO) lets you access Document360's Knowledge base site using your existing credentials from a trusted Identity Provider (IdP) such as Okta, Azure AD, or Google Workspace. Instead of maintaining a separate password, you authenticate through your organization's IdP and are granted access automatically. This applies to knowledge base sites where SSO has been configured using SAML or OpenID Connect. Before you begin SSO must already be configured for your project by an Owner or Adm ... Sun, 21 Jun 2026 19:25:32 GMT User & reader management > Single Sign-On (SSO) > SSO user & reader management https://docs.document360.com/docs/login-using-sso-knowledge-base-site https://docs.document360.com/docs/login-using-sso-knowledge-base-site Single Sign-On (SSO) lets you access Document360's Knowledge base portal using your existing credentials from a trusted Identity Provider (IdP) such as Okta, Azure AD, or Google Workspace. Instead of maintaining a separate Document360 password, you authenticate through your organization's IdP and are granted access automatically. This applies to projects where SSO has been configured using SAML or OpenID Connect. Before you begin SSO must already be configured for your project by an Owner or A ... Sun, 21 Jun 2026 19:24:37 GMT User & reader management > Single Sign-On (SSO) > SSO user & reader management https://docs.document360.com/docs/login-using-sso-knowledge-base-portal https://docs.document360.com/docs/login-using-sso-knowledge-base-portal