Slack

Slack is a cloud-based team communication platform that helps different teams in an organization work together. Integrating Document360 with Slack gives your team direct access to your knowledge base from within their Slack workspace. Team members can search for and share articles in any conversation, and create new knowledge base articles using Markdown without leaving Slack.

Before you begin

• You need a Slack account with access to the workspace you want to connect.
• You must have admin access to your Document360 knowledge base portal.

How to connect Document360 to Slack

1. In the Document360 portal, navigate to Connections () > Extensions () in the left navigation bar. You can find Slack in the listed extensions.
2. On the Slack tile, click Connect.

3. You are redirected to Slack to grant access to your workspace.
4. Click Allow and return to Document360.
5. A success message confirms the connection and displays the name of the connected Slack workspace.

How to use Document360 in Slack

Once the integration is set up, use the /doc360 command in any Slack conversation (direct messages or channels) to access Document360 features.

Available commands

Search and share articles

Command: /doc360 search query

Once Document360 is connected to your Slack workspace, your team can search for and share knowledge base articles within Slack using the search command. This makes it faster to share knowledge and add context to conversations without needing to ask others for information or switch between tabs.

You can access all knowledge base articles directly in Slack and share any article you find by linking it in your chat.

To search for an article during a conversation:

1. Enter /doc360 search query (replace query with your search term) and press Enter.
2. Select the version and language of the knowledge base you want to search. The search results appear with two options for each article:
   • Open Article: opens the article in a new tab so you can read the full content.
   • Link Article: sends the article link directly into the conversation so your teammates can access it.

Create an article from Slack

Command: /doc360 create Title_of_the_article

You can create articles for your knowledge base directly from Slack without needing to open the Document360 portal. Enter the /doc360 create command followed by an optional title to open the article creation panel. If you skip the title in the command, you can add it inside the panel.

1. Choose the version of the knowledge base where you want to create the article.
2. Select the category under which the article should be placed.

3. Enter the content of your article using the Markdown editor. The article is saved as a draft, allowing your editors to review and enhance it before publishing it on the knowledge base.

Remove Document360 from Slack

1. From your Slack workspace, visit the Slack App Directory.
2. Click Manage at the top right.
3. Select Document360 from the list in the left column. You are redirected to the Document360 App Info page.
4. In the Configuration section, scroll down to Remove application and click Remove App.

If you face any issues, contact support@document360.com.

Best practices

• Use /doc360 help if you forget a command. It lists all available commands directly in your Slack conversation.
• Link articles instead of copying content. Using Link Article shares a live URL so readers always see the latest version of the article.
• Choose the right version and language when searching. If your knowledge base has multiple workspaces or languages, selecting the correct one before searching ensures you find the most relevant articles.
• Create articles while the context is fresh. If a conversation surfaces a knowledge gap, use /doc360 create immediately to draft an article while the details are top of mind. Editors can refine and publish it later.
• Set up your category structure in Document360 before enabling article creation. Since new categories cannot be created from Slack, having a well-organized category tree in place ensures articles are placed correctly from the start.

FAQ