Integrations in Document360

Document360 makes it easy to integrate third-party apps and services into your knowledge base, offering over 25 integration options. These integrations provide specialized solutions in the following categories:

• Analytics

• Chat

• Comments

• Marketing automation

Adding a new integration

Follow these steps to add a third-party app or service to your Document360 project:

1. Navigate to Settings () in the left navigation bar in the Knowledge base portal.

2. In the left navigation pane, navigate to Knowledge base site > Integrations.

3. In the Installed integrations section, you’ll see a list of any existing integrations. You can turn each one on or off directly from this section.

4. Scroll down to view more apps available for integration.

5. Find the app or service you want to integrate and click Add.

6. In the Add new integration panel, choose either Basic configuration or Custom configuration.

7. Enter the required information, such as the Description and App ID.

8. Click Add.

NOTE

The required information (ID or URL) may vary depending on the integration.

For detailed setup instructions for a specific app, click the Learn more link in the popup.

Once added, the integration will appear in the Installed integrations list.

Integration controls

You can control your integrations from the Integration overview settings page ( Settings()> Knowledge base site > Integrations). Here, you can:

• Status: Turn integrations on or off without deleting them. Green indicates active, while Gray indicates inactive.

• Type: The name and icon of the integration

• Description: The custom description given by the user

• Updated on: The last log date the integration was added or updated

• Users: The team members who added or updated the integration

Integrations available

Custom HTML

Some integrations require adding code snippets to your site. The Custom HTML integration setting allows you to embed multiple third-party widgets into your Knowledge Base.

Use this setting to create and manage your custom integrations.

Adding Custom HTML code for integrations

1. Navigate to Settings () in the left navigation bar in the Knowledge base portal.

2. In the left navigation pane, navigate to Knowledge base site > Integrations.

3. Under Custom HTML, select Add.

4. Choose where to insert the custom HTML code:

   • Header

   • Begin Body

   • End Body

5. Paste your code snippet into the provided field, then click Add.

   

Your code snippet is now active and will appear on the Integrations overview page.

Editing or deleting an integration

You can update the already added integration credentials at any time on the Integrations overview page.

To edit an integration:

1. Hover over the integration and click the Edit () icon.

2. Update the Status (on/off), Description, or App ID/URL.

3. Click Update to save the changes.

To delete an integration:

1. Hover over the integration and click the Delete () icon.

2. Confirm the deletion by clicking Delete in the prompt.