The permissions a team account has in the knowledge base portal features and its content. Only the authorized features and content would be visible to the team account.
View your access scope using Profile > View access permissions
Add template is a feature in the category management section in Document360 where you can add previously loaded templates as articles.
An article is a written composition in prose on a specific topic in your documentation. In Document360, you can add an article that can define a split piece of information in the documentation.
An article revision is where you can see and manage the forked article versions and the workflow history of the article.
Article status Indicator
The status indicator helps the writer(Contributor) or user(Readers) to know the status of the articles in the knowledge base portal or knowledge base site, without having to check each article individually.
Attachments in Document360 can be accessed from Article settings. You could enable or disable the attachments and can also choose the position to display it in the knowledge base.
A category is a way to organize group-specific content under a common umbrella.
The left navigation pane that appears in the Documentation editor. This section allows you to manage and perform article and category relation functions.
There are three types of categories in Document360
A code block is a feature in the editor panel space for displaying a block of code in an article or page. This feature is available in both the editors of Document360.
Codeblock in document360 is an editor tool that is used to insert code snippets to the article content from the editor.
Comments in Document360 can be enabled for an article with the article setting option from the knowledge base portal.
Content reuse is a tool used to include frequently used content in form of variables or snippets in an article and the content reuse tool is used by both the editors in Document360.
The Content role defines the permission for knowledge base content a team account can perform in the knowledge base portal.
A contributor is typically a team account who has contributed to a project. Document360 automatically tracks the team accounts who have created, forked, saved, written, or published an article and includes them in the public contributor list.
Copy link is a sub-feature that fetches you the article URL and is found in the more section of the editor panel and you can find it only when your article is published.
The space where you can view and access all the Document360 projects you own and is associated with, either as a team account or as a reader.
Dependencies are a state of being dependent on something( File dependencies are a common factor). It shows the list of articles where a file is present.
Deprecated is a function used to represent an outdated article in Document360. So, a deprecated article is an obsolete article that offers no value to the reader.
Discussion is an article settings feature in the editor panel of the Document360 portal where you can converse, tag(mention), and collaborate with team members regardless of the roles on your project.
Download(ing) is a process of receiving data or files from your Document360 drive to your local system over the network. You can download either files or folders to your system.
A Draft is an article status that appears in the editor window when a previously published article is forked for revision.
Drive in Document360 is a centralized cloud-based storage repository that lets customers store and manage all files. If you have already used any of the other tools such as Google Drive or OneDrive, getting used to all functions in Document360 Drive would be easy.
An Editor is a tool that a writer uses to draft the content in Document360. Document360 uses two types of editors.
An Editor folder is the default folder in the Drive, where all the image files uploaded directly from the documentation editor using the Insert image option are saved. Previously, the Documentation system folder was set as the default editor folder and could not be changed.
Error is a callout feature that you can find in the editor panel. The error tool will look like a forward slash in red color in the editor panel. You can use this to add essential information to your content.
A featured image is the pictorial representation of the mood of the content. It appears alongside the content but will not appear in the actual content. In Document360 you can access the featured image from the article settings.
Feedback analytics track likes and dislikes for each article/category page and the feedback left by users in the feedback form.
If a user dislikes or likes an article, the feedback form appears in which the user can leave a comment. The customer can also leave a name and email if they want to be followed up.
The Feedback manager keeps track of all your feedback on articles and categories in your Knowledge base and Knowledge base assistant. It helps you to assign and track them effectively.
A file is a small unit in a system where the data is summarized. File types supported by Document360 are
- Image Files
- Microsoft PowerPoint PPT
- Microsoft Word Docs
A file picker is an option that you find inside the insert image option on the editor. The file picker represents the drive storage in Document360. The images input through the file picker will be the right size regardless of the type of file a user uploads either from the application (drive) or their local devices.
Find and Replace
Find and replace is a straightforward tool used by Document360 editors to find and replace a specific word or phrase in the content.
A Folder is an entity that holds your articles inside a single package. It is a type of category that does not have its knowledgebase page and is majorly only used for article organization.
A fork is an option used to create a new article version. The new version will have the content of the parent version from which it was forked to revise.
The grid view is a tabled view of a data source in your drive.
Heading tags in Document360 are used to differentiate headings and subheadings on a knowledge base. H1 is set to default for the article title.
- H1 tag in the editor is used to add the title for your article. There is no H1 tag in the markdown editor instead you can add it in the WYSIWYG editor.
- H2 tag in the editor panel is used to add the first sub-title to the main title in the content.
- H3 and H4 tag adds a sub-heading or sub-title and it displays text smaller than H2
The Home page is the first page an end-user will see when they visit your knowledge base site.
Home page header
The header section appears at the top of your home page and is the only section within the Home Page Builder that cannot be deleted or moved. It includes a title for your knowledge base, a tagline, customizable links, and a powerful search.
The index category unlike the folder category has a unique slug that can share the index categories links to the end-users similar to articles.
Info is a callout feature that you can find in the editor panel. The info tool will look like a forward-slash in blue color in the editor panel. You can use this to add additional information to your content.
Insert LaTeX in document360 is a tool in the editor used to add expressions and equations.
Document360 facilitates easy integration of third-party apps and services into your knowledge base.
A Knowledge base (KB) is a self-serve online library of information about a product, service, department, or topic.
Knowledge base assistant
An in-app assistant that helps your users find the answers they need without leaving your site or application.
Knowledge base portal
Knowledge base portal is where project members would create category, articles, templates, manage Files, team accounts, and readers, and set up Knowledge base site branding, domain, security, and so on.
Knowledge base site
The Knowledge base site is the website end-users will access to read articles and find helpful answers.
Knowledge management is the process of organizing, creating, using, and sharing collective knowledge within an organization.
Links status is a sub-feature under the Analytics section of Document360. This feature is a broken link checker that helps validate and monitor all internal links, external links, and media file links on your knowledge base. It helps you fix bad links to improve SEO and enhance the reader experience.
List view is used to group several data in a vertically scrollable list. List view is used for a quick visit.
A markdown editor is an easy lightweight text-to-HTML conversion tool that you can use to format lists, header and importantly you can also use it to add images, videos, and links. Document360 has a powerful markdown editor as one of its two basic editors.
A new article is just a blank article that is initially created from the category manager. It is an article that is created and written, but not published. The article is visible only in the portal for team accounts with access.
An ordered list in general is a list of items in which the order of the items matters. An ordered list is also called a number list.
Page is a category type that is used to create an article under the categories in your project. It can be written using the editor (Markdown or WYSIWYG), change page title, slug, same as articles settings this type of category content article.
The Portal role defines the permission for activities a team account can perform in the Knowledge base portal.
Private notes are text elements that, though included within the article text, will not show on public articles except for project team accounts and specific reader groups. These notes can be added in both the Markdown and WYSIWYG editors.
An article that has been made public. Readers can view and read it on your knowledge base site.
Readers are different from team accounts in that they are not contributors to a knowledge base. They can only view the content of a knowledge base site.
The recent folder is a default folder in the drive on your Document360. It is a dynamic folder populated with files and folders based on the latest addition or upload (The last 2 days).
When managing large quantity of files/folders, mishaps like accidental deletions are bound to happen.
To address it, 'Document360 drive' comes with the recycle bin. The name and the function are self-explanatory. When a user removes or deletes a file/folder, it will be moved to the recycle bin folder.
Replace is used to change one file with another. You can only replace files if the old and new file format is the same (ex. .pdf file with .pdf file and not .pdf file with .docx file). In the case of image files, the image dimensions can vary.
Review reminders help team members deliver the most accurate information to customers and internal teams by alerting project members when an article is ready for review. This helps to keep your article up to date.
SEO (Search Engine Optimization) is the practice of optimizing your content to generate organic traffic from search engines. In Document360, you can add SEO elements for each article from article settings.
A slug or article slug is the part of the URL that uniquely identifies the article/page, and it's in a format that is easily readable by both users and search engines. This part comes after the "/" in your project root URL.
A snippet is a predefined set of content blocks that the content manager or author identifies as reusable content. The content of the Snippet can vary from simple text/phrases to lengthy paragraphs, tables, images, and more.
In the Document360 knowledge base portal, Snippet is stored in a library. These snippets can be inserted into articles at the time of edit with a simple click of a button.
A starred folder is a default folder found in the drive on your Document360. If you use a particular file or a folder often in your documentation, you can make it easier to retrieve and view in the drive with the Add to Starred feature.
Subcategory in Document360 is used to organize and display groups of similar topic articles, acting as folders that contain groups of related content. Subcategories are just the secondary categories in Documet360. There are three methods to add a subcategory in Document360.
Subfolder in Document360 drive is just a secondary folder you create inside the primary folder.
Every project comes with a default 'Images' folder in Drive, which includes three sub-folders: Documentation, Settings, and Home page builder.
Images, Settings, Home Page Builder, and Documentation are system folders. You can identify these folders by the shield symbol on the folder icon.
Table of contents
The "Table of contents" is an option you can wish to show or hide using article settings in your knowledge base. Document360 automatically makes a table of contents from any H2, H3, or H4 tag headings included in an article. The table of contents is shown on all articles by default.
Tags are keywords related to your article that end users might use while searching your knowledge base. You can enable or disable tags on all article /category pages from the article settings option in your Document360 portal. You can use tag manager from content tools for other tag-related functions.
A Team account is an end-user who must log in with their credentials to access the Knowledge base portal and manage the version(s), language(s), categories, and articles.
Document360 article templates are pre-designed articles that you or any other team account from the project can use while writing articles for your Knowledge base.
Text formatting in document 360 is all the formatting options you get in both the editors on Document360 from the basics bold and italics to the more advanced formatting options like LaTeX.
An unordered list typically is a bulleted list of random items.
Upload is simply the opposite of the download. While uploading, you are sending data from your device to the Document360 drive through the internet.
Variables are text-based content that can be used in many instances and edited on the variables overview page. It also allows you to update the content easily.
View Markdown is a minor feature in the markdown editor panel of Document360 where you can view an article in the markdown text editor format. You can also view this in the more section of a published article.
View preview in the Document360 editor window is used to get the exact knowledgebase view of the article or content before its published.
A warning is a callout feature that you can find in the editor panel. The warning tool will look like a forward slash in yellow color in the editor panel. You can use this to add important information to your content.
Workflow status is a feature in the Document360 editor which is used to manage and assign workflow statuses to team members. The Workflow status option can be accessed from the top-right, adjacent to the Publish/Edit button from the Documentation editor.
WYSIWYG (What you see is what you get) is one of the two editors used in Document360. It's a content editing tool that allows the writer to see what the result will look like while the interface or document is being created.