# Document360

## 1. What is Document360?

Document360 is a knowledge management platform for creating and managing public, private, or mixed-access knowledge bases. Key features include project management, knowledge base portals, and AI assistance through Eddy AI.

## 2. Knowledge base portal

The Knowledge Base Portal lets you create, manage, and configure knowledge base sites. Core functions include:
- Creating and managing categories, articles, and templates
- File, team, and reader management
- Branding, domain, and security configuration

Additional features:
- Dashboard (project overview, individual contributions)
- Documentation (tree-view structure, bulk actions)
- API documentation (interactive testing)
- Analytics (user engagement metrics)
- Widgets (in-app search)
- Drive (cloud storage)
- Settings (customization)
- Universal search across projects
- Site preview and publishing

## 3. Table of Contents

Complete documentation guide covering:
- Platform overview and project creation
- Editor tools (Markdown, WYSIWYG, Advanced WYSIWYG)
- Article management (publishing, SEO, access control)
- AI features (Eddy AI tools, machine translation, search analytics)
- Security measures (SSO, authentication, CSP)
- File management and collaboration tools
- Branding options and customizations
- Release notes from 2019-2025

## 4. My projects

The project dashboard displays all projects you own, belong to teams, or have reader access upon login. Each project shows a visibility tag (public, private, or mixed).

## 5. Other Resources

Document360 provides:
- Public feedback portal
- Feature explorer for trial projects
- In-app support chat
- Categorized articles and templates
- File, team, and reader management
- Analytics and AI assistance (Eddy AI)
- Article revision history
- Email support and documentation
- Scheduled maintenance notifications

## 6. Document360 AI - Eddy AI

Eddy AI assists with:
- Article writing and SEO descriptions
- Tag, title, and related article recommendations
- Assistive search functionality
- Article summarization

## 7. Sign up to Document360

Create an account by visiting the signup page.

## 8. Knowledge base site

End-users access articles through the knowledge base site. Three access levels:
- **Public**: Open to everyone
- **Private**: Login required
- **Mixed**: Combination of public and private content

## 9. System Requirements

**Supported operating systems**: Windows 7+, macOS Mavericks+, Linux, Android 5+, iOS 12+
**Minimum hardware**: 2-core CPU, 4GB RAM
**Supported browsers**: Chrome 91+, Firefox 79+, Safari 13.1.2+, Edge 88+
**Required browser features**: JavaScript, Cookies, Session/Local Storage, IndexedDB, HTTPS-TLS v1.2+
**Unsupported**: Internet Explorer

## 10. Troubleshooting

Common login issues (reCAPTCHA, blocked access, loading) can be resolved by:
1. Switching browsers/networks, clearing browser cache
2. Checking VPN connection and system time
3. Providing HAR files or console errors to support@document360.com

Incorrect system time can cause callback URL failures.

## 11. System and browser requirements

### 11.1. System Requirements

- **Operating System**: Windows 10+, macOS High Sierra+, Ubuntu 18.04+
- **Processor**: Dual-core, 2 GHz+
- **RAM**: 4GB minimum, 8GB recommended
- **Disk Space**: 500MB available
- **Graphics**: Integrated graphics (dedicated GPU recommended)
- **Network**: Stable internet with TLS 1.2+, ports 80/443 open
- **Dependencies**: Java 8+, .NET Framework 4.7.2+
- **Security**: HTTPS required, SAML for SSO

### 11.2. Browser Requirements

- **Supported Browsers**: Chrome 90+, Firefox 88+, Safari 13+, Edge 90+
- **Plugins**: Adobe Acrobat for PDF viewing
- **Resolution**: 1280x720 minimum
- **Essentials**: JavaScript and Cookies enabled
- **Mobile**: Responsive design for iOS/Android

### 11.3. Additional Notes

- **Testing**: Verified on VMs and physical hardware
- **Updates**: Auto-update available
- **Accessibility**: Screen reader and keyboard navigation support

## 12. Signing Up to Document360

Signup process:
1. Navigate to signup page
2. Provide basic details
3. Verify email with 6-digit code (5 failed attempts = lockout)
4. Set password (8+ characters, upper/lower/number/special character)
5. Choose use case and select up to two templates
6. Customize URL and branding
7. Set privacy (Private, Public, Mixed)
8. Complete setup with pre-loaded content

Free trial available, paid plans after trial. FAQs cover language support, plans, verification, migration, and post-trial access.

## 13. Navigating the 'Your projects' page

Dashboard displays project tiles for owned, team, and reader projects. Users can:
- Create new projects or sandboxes
- View project details (logo, name, access, settings)
- Access documentation
- Manage profile
- View release updates
- Access help resources

## 14. Project dashboard

"Your Projects" dashboard shows projects by role (owner, team member, reader). Access tiers:

| Professional | Business | Enterprise |
| --- | --- | --- |
| Basic project access | Enhanced team features | Unlimited project associations |

## 15. Accessing profile options

Profile menu (top-right corner) includes:
- **My profile**: Edit personal info, image, name, email, bio, language, role, content access
- **View Access/Permissions**: See portal and content role permissions (admin edit required)
- **Change Password**: Enter current password, set strong new password (8+ chars, mixed case, number, special char)

## 16. Top-right menu overview

Quick access to:
- Profile management
- Access level checks
- Password changes
- Updates
- Help resources

## 17. Release updates

Access release notes via:
- Knowledge base portal button
- Summaries on dashboard
- Dedicated changelog page

## 18. Key features in the top-right menu

- **My profile**: Personal info, image, bio, roles, permissions
- **View access and permissions**: Check assigned roles
- **Change password**: Secure credential updates
- **Release updates**: Latest feature notifications
- **Help menu**: Documentation and support access

## 19. Help menu

Access tools:
- Search answers
- Documentation at `https://docs.document360.com/docs`
- Support chat
- Ticket creation
- Feature requests
- System status at `https://status.document360.com/`

Contact support directly at <support@document360.com>.

## 20. Switching between Document360 projects

Switch projects via dropdown menu or dashboard. Projects can be:
- Public, private, or mixed
- Sandbox environments for testing

### 20.1. Step-by-Step Guide to Creating a Knowledge Base Project

1. **Access Dashboard**: Login, click Document360 icon, click **+ Project**
2. **Select Use Case**: Choose from Knowledge Base, Software Documentation, SOPs, User Manuals, API Docs
3. **Choose Templates**: Select up to two relevant templates
4. **Personalize**:
   - Enter preferred URL or use default
   - Customize logo, colors, language
5. **Set Privacy**: Choose Private, Public, or Mixed access
6. **Access Portal**: Start with pre-loaded template content

## 21. Creating a project in Document360

Projects centralize documentation including articles, categories, home pages, teams, readers, groups, and custom settings for organized knowledge base management.

## 22. Overview tab

Project-level insights for Owners/Admins:
- Contribution metrics
- Performance data
- Storage details
- User statistics
- Issues (broken links, search failures)

Data includes article counts, team accounts, reader stats, drive capacity, and backup dates. Filter by workspace and language.

## 23. Multilingual Knowledge bases

Support for multiple languages improves user experience through internationalization features.

## 24. Dashboard

Project insights with two tabs:
- **My Contribution**: Personal metrics
- **Overview**: Team-level data

## 25. My contribution tab

Track personal work:
- **Article summary**: Created/published/draft counts, views, likes/dislikes
- **Assigned to me**: Workflow status and due dates
- **Review reminders**: Stale articles needing updates
- **Feedback**: User feedback assigned to you
- **Broken links**: Articles with link issues

Filter by workspace, language, and date range.

## 26. Creating a sandbox project

Isolated testing environment for:
- Feature experimentation
- Workflow refinement
- Team training
- Risk-free development

## 27. FAQ

- **Languages per Plan**: Professional (2), Business (3), Enterprise (5)
- **Knowledge Base**: Self-service platform managed through categories, branding, and security

## 28. Adding multiple languages to a single workspace

Navigate to **Settings > Knowledge base portal > Localization & workspaces**.

Two methods:
1. Edit workspace, select languages via "New language"
2. Use "Add new language" icon on overview page

Translate content manually or via Crowdin. Manage default language, display names, and text direction.

## 29. Quick summary - Security and infrastructure

Data stored in MongoDB Atlas three-server cluster with encryption and TLS. Backups include:
- Daily/weekly/monthly retention
- Azure Blob Storage replication
- Authenticated API tokens

Hosted on Microsoft Azure with DDoS protection.

## 30. Document360 security and infrastructure

Data security through partnerships with:
- Algolia (search)
- MongoDB Atlas (database)
- Microsoft Azure (storage)

TLS encryption and industry-standard backup protocols.

## 31. Security information of integrations and partners

- **Algolia**: SOC2/SOC3 compliant, HTTPS/TLS encryption, data isolation
- **MongoDB Atlas**: VPC isolation, firewalls, end-to-end encryption, encryption at rest
- **Azure Blob Storage**: HTTPS encryption, storage/client-side encryption, threat protection

## 32. Creating a Sandbox project

Steps:
1. **Settings**: Navigate to **Settings > Knowledge base portal > General**
2. **Create**: Click **Create Sandbox** in Sandbox section
3. **Configure**: Enter project name (≤30 chars), select language
4. **Visibility**: Defaults to Private
5. **Invite**: Add team members and assign roles
6. **Finalize**: Click **Create project** then **Open Sandbox**

Notes:
- Sandbox badge indicates environment
- SSO users cannot create sandboxes
- Custom domains available through mapping
- Manual export/import for migration
- Non-SSO account required for access

## 33. Best practices

- Secure API keys (don't share, delete compromised)
- Assign minimal necessary permissions
- Use predefined roles for team access
- Enable automatic and manual backups
- Set document visibility appropriately

## 34. Business continuity and disaster recovery

High availability through:
- Geographically replicated databases
- Multiple service instances
- Code reviews and QA testing
- Version control systems
- Azure CDN for service delivery

## 35. GDPR compliance

Full GDPR compliance with explicit consent for data collection/storage. [Learn more](https://document360.com/gdpr-compliance/).

## 36. X-Frame options

Security feature preventing unauthorized embedding in frames/iframes. Blocks malicious sites from displaying your knowledge base.

## 37. Content security policy

CSP restricts external CSS, scripts, and frames to prevent malicious content. Controls allowed domains via `Content-Security-Policy` header.

## 38. Enable the content security policy

Enable CSP to prevent XSS attacks:
- Specify allowed domains for CSS, JavaScript, frames
- Use correct URL format (`https://example.com`)
- Separate entries with commas
- Add nonce attributes to custom HTML scripts

## 39. Access X-Frame Options

Enable to prevent unauthorized embedding:
- Navigate to **Settings > Users & Security > Security**
- Toggle **Enable X-Frame options**
- Blocks clickjacking attacks
- Specific domains can be allowed via CSP

## 40. Testing your content security policy settings

CSP implemented via meta elements. Verify by checking page source for `Content-Security-Policy`. Video playback issues often indicate inconsistent CSP settings.

## 41. Bot management

Document360 uses Cloudflare for bot detection:
- Heuristics and machine learning analysis
- User-agent and traffic pattern monitoring
- Good bots (GoogleBot, BingBot, GPTBot) allowed
- Bad bots (DDoS, scraping, credential stuffing) blocked

## 42. Troubleshooting

Blocked content usually from incorrect CSP:
- Update CSP settings to whitelist domains
- Clear browser cache
- Test in different environments
- Contact support with CSP header details
- Verify widget CSP settings

## 43. Fair usage policy details

Rate limiting prevents bot traffic and DoS attacks while maintaining user experience.

## 44. Rate limiting

Cloudflare enforces:
- 1,500 requests per minute per IP
- 300 requests per 10 seconds per IP
- Supplemented by heuristic and ML bot detection

## 45. Editor choices in Document360

Three editors available:
1. **Markdown**: Syntax and HTML customization
2. **WYSIWYG**: Rich text formatting (no custom code)
3. **Advanced WYSIWYG**: Hybrid of Markdown and WYSIWYG

## 46. Markdown editor

Split-screen editor for typing and previewing. Ensures consistent formatting through guided flexibility. Supports image insertion with adjustable sizes.

## 47. WYSIWYG editor

HTML-based editor displaying formatting as you type. Recommended for articles with heavy code/media content. Easy for HTML-savvy users.

## 48. Advanced WYSIWYG editor

Lightweight editor combining Markdown syntax with visual editing. Type '/' for commands. Ideal for text-centric, code-heavy, or media-rich content.

## 49. Changing default editor at project level

- Navigate to **Settings > Knowledge base portal > General**
- Select desired editor (WYSIWYG/Advanced WYSIWYG)
- Click **Save** (affects new articles only)

## 50. Left navigation bar: Category tree manager

Sections include:
- Dashboard, Documentation, API Documentation
- Analytics, Widgets, Drive, Settings
- Categories & Articles options: All articles, Workflow, Starred, Recycle bin, Site builder, Content tools

## 51. Article editor's header section

Displays:
- Article URL/slug
- Status (New, Draft, Published, Stale)
- Contributors, stats, dates
- Preview functionality
- Title/slug/description editing
- AI Glossary recommendations
- Workflow status updates
- More menu actions (clone, move, hide, delete, SEO, tags, related articles)
- Comments section
- Full-screen view

## 52. Using Markdown in your Knowledge base

Format using:
- Markdown syntax or toolbar
- Correct syntax: no spaces in bold (`**Text**`), spaces in headings (`### Heading`)
- Reference: [Markdown syntax guide](https://www.markdownguide.org/basic-syntax/)

## 53. Markdown toolbar

Features:
- Headings (H2-H4)
- Text formatting (bold, italic, strikethrough, blockquote)
- Lists (ordered, unordered)
- Inserts (tables, images, files, links)
- Callouts (info, warning, error)
- Private notes, LaTeX, content reuse
- Code blocks, glossary, video embedding
- Spell checker and find/replace

## 54. Heading levels

Create headings with `##`, `###`, `####` (space required between `#` and text). Blank line before heading recommended.

## 55. Styling text

Supported formats:
- Bold: `**text**`
- Italics: `*text*` or `_text_`
- Strikethrough: `~~text~~`
- Highlight: `==text==`
- Superscript: `text^superscript`
- Subscript: `text~subscript`

## 56. Basic Markdown syntax

Lightweight markup language for professional content formatting. No coding knowledge required.

## 57. Markdown Commands

- **Headings**: `##` to `######` (H1 reserved for titles)
- **Bold**: `**text**` (Ctrl+B)
- **Italics**: `*text*` or `_text_` (Ctrl+I)
- **Strikethrough**: `~~text~~`
- **Lists**: `1.` (numbered), `*` or `-` (bulleted)
- **Links**: `[text](URL)`
- **Blockquotes**: `>`
- **Horizontal Line**: `***`

## 58. Lists

- **Numbered**: `1.`, `2.`, `3.` (auto-increment)
- **Bulleted**: `*`, `-`, or `+`

## 59. Links and blockquotes

- Links: `[text](URL)` (e.g., [Document360](https://docs.document360.com))
- Blockquotes: `>` prefix (e.g., > This quotes the line)

## 60. More elements

Additional Markdown features:
- **Images**: `![Alt text](URL "Title")`
- **Reference Links**: `[Link text][ref]` with `[ref]: URL`
- **Escaping**: Use `\` before special characters
- **Videos**: Embed via `<iframe>` tags

## 61. Quick tips for beginners

- Structure with headings (`##`, `###`)
- Highlight with **bold** or _italics_
- Organize with lists (`*` or `1.`)
- Link to resources

## 62. WYSIWYG editor

Displays content exactly as it will appear when published. Conversion to WYSIWYG is permanent (no switching back to Markdown).

## 63. WYSIWYG toolbar

Text editing and formatting options including:
- Heading styles
- Media insertion
- Advanced formatting tools

## 64. Example: Creating a simple article

Demonstrates Markdown article structure with headings, links, and dividers. References advanced syntax resources.

## 65. Heading 2

Rich text editor features:
- Text formatting and media insertion
- LaTeX and callouts
- Content reuse and glossary integration
- Advanced WYSIWYG switch
- Code view, undo/redo, find/replace
- Table and alignment options

## 66. Using Advanced WYSIWYG editor

Slash commands for quick insertion. Standard Markdown syntax works only when typed directly (not pasted).

## 67. Advanced WYSIWYG editor

Lightweight rich-text editor with Markdown support. More visual than traditional Markdown, more flexible than standard WYSIWYG.

Switching:
- Advanced WYSIWYG ↔ WYSIWYG (Draft/New articles only)
- Markdown → Advanced WYSIWYG (irreversible)

## 68. Toolbar

Categorized toolbar for:
- Formatting (styles, headings, typography, colors, lists)
- Inserting elements (images, videos, links, files, tables, code, FAQs)
- Inline comments and Word pasting
- LaTeX support

## 69. When, Where, and Why to Use the WYSIWYG Editor

Best for users familiar with HTML editors who prefer Word-like experience. Supports direct content pasting and large table insertion.

## 70. Typography

Conversion table for typographic symbols (em dash, ellipsis, quotes, arrows, copyrights, fractions, mathematical symbols, currency).

## 71. Keyboard shortcuts overview

Access via article **More** icon → **Keyboard shortcuts**. Includes Windows and Mac shortcuts for:
- General commands (copy, paste, undo, redo)
- Text formatting (bold, italic, underline)
- Paragraph formatting (headings, lists, alignment)
- Selection (Ctrl+A)

## 72. Unsupported markdown syntax

Does not support:
- Markdown tables
- Subscript/superscript syntax
- Manual formatting required for these features

## 73. Conditional content blocks

Personalized content delivery based on:
- IP address, country, device type
- Reader groups, dates

Available only for KB site 2.0. Not indexed by search engines.

## 74. Movable blocks

Drag blocks to rearrange content. Insert new blocks above/below. Delete blocks with automatic content shifting.

Limitations:
- Dividers and FAQ sections are fixed
- FAQ treated as single block

## 75. Creating a table

Two methods:
1. `/table` command (3x3 table with header)
2. Format menu Insert option (up to 10x10)

## 76. Set up conditional content blocks

Steps:
1. Open article in Advanced WYSIWYG editor
2. Enable via settings icon (Show/Hide)
3. Use AND/OR logic for conditions
4. Select parameters (country, date, device, etc.)
5. Save conditions for reuse (max 25 per article)

## 77. Tables in Advanced WYSIWYG editor

Supported across all plans. Essential for organizing data clearly.

Features:
- Row/column insertion/deletion
- Cell color customization
- Advanced table styling

## 78. Customizing table appearance

Options include:
- Background/border color
- Border styles (solid, dashed, dotted)
- Header row visibility
- Alternating row colors
- CSS styling
- Word/Excel web app paste support

## 79. Formatting table content

- **Insert/delete rows/columns**: Menu options for positioning
- **Merge cells**: Combine multiple selected cells
- **Alignment**: Vertical (top/middle/bottom), Horizontal (left/center/right/justify)
- **Fit to page**: Adjust table width distribution

## 80. Image formatting in Advanced WYSIWYG editor

Features:
- Alignment (left, center, right, inline)
- Captions and alt text
- Hyperlinking with new tab option
- Styling (rounded, bordered, shadow)
- Resizing, cropping, flipping, rotating
- Drawing tools (lines, shapes)
- Filters (grayscale, blur)

## 81. Editing tabs

Via "Edit" icon:
- **Duplicate**: Click "Duplicate tab"
- **Rename**: "Change tab name" (50 char limit)
- **Delete**: "Delete tab" (Ctrl+Z to undo)
- Cannot delete if only two tabs remain

## 82. Customizing tabs

- Background/border color selection (preset, HEX, RGB)
- Drag/drop reordering
- Changes affect entire tab content block

## 83. Tabs in Advanced WYSIWYG editor

Organize content into sections within articles. Typically available in Business and Enterprise plans.

## 84. Viewing tabs in Knowledge base site

Consistent across devices. Switch without page refresh. Sequential export to PDF with headings.

Limitations:
- No nested tabs
- Tab headings excluded from TOC
- No page breaks within tabs
- Cannot embed in other components

## 85. Creating tabs

Insert via editor menu. Default two tabs structure. Add tabs with + button (2-10 tabs maximum).

Content supports text, images, tables, links, callouts, code, and enhancements.

## 86. Categories and subcategories

Organizational tools for logical grouping:
- Categories: Broad topics
- Subcategories: Specific divisions
- Customizable naming and icons
- Multi-category article assignment

Best practices:
- Clear naming
- Logical hierarchy (max 3 levels)
- User-centric organization

## 87. Creating a category

Four methods:
1. Top-bar "Create"
2. Flywheel icon
3. More icon
4. Within Folder/Index

Types: Folder, Index, Page, GitHub. Max 3 subcategory levels recommended.

## 88. Changing category icon

Navigate to Documentation, select folder/index category, choose emoji, confirm. Not available for Page-type categories.

## 89. Managing categories

Features across all plans:
- Create, rename, delete, move, clone
- Reorder, star, customize icons

Improves knowledge base organization and accessibility.

## 90. Hiding and unhiding a category

Restrict team access to categories/subcategories. Hidden items marked visually. Four methods via navigation menus.

Hiding a category hides all content beneath it.

## 91. Renaming a category

Two methods:
1. Direct edit on category page
2. More menu → Rename

Does not change URL slug - only display name.

## 92. Deleting a category

Four methods:
1. Categories & Articles: Hover → More → Delete
2. Folder/Index: Click More → Delete
3. Multiple selection: Checkboxes → Delete
4. Specific items: Hover → More → Delete

Root category deletion removes all subcategories and articles (30-day recycle bin retention).

## 93. Cloning a category

Select "More" → "Clone". Choose target workspace/category. Optional automatic link updates.

Security restrictions apply based on destination settings.

## 94. Category types

Organizational containers for articles:
- **Folder**: Content container (no URL)
- **Index**: Generates URL, lists articles
- **Page**: Functions as article with content

Switch types anytime without data loss.

## 95. Starring a category

Star categories/subcategories/articles for quick access. Remove via Starred section or clicking star icon again.

## 96. Moving a category

Five methods across workspaces:
1. Drag and drop
2. Categories & Articles More menu
3. Folder/Index More menu
4. Multiple item selection
5. Specific item More menu

Cannot move root categories into subcategories.

## 97. Drive folder mapping

Automatically places contributor-uploaded images into Drive folders based on article category/subcategory.

## 98. Associating Drive folders to categories

Navigate to category, click More → Set drive folder, select folder, click Update.

Subcategory mappings override parent mappings. Only affects new images.

## 99. Downloading categories and articles

Export to PDF with customizable templates. Private projects/workspaces only.

Enable via Settings → Knowledge base site → Article settings. 500MB daily limit.

## 100. Creating an article

Four methods:
1. Top-bar Create button
2. Flywheel icon
3. More icon
4. Create button within folders/indexes

Plan limits: Professional/Business (5,000 articles), Enterprise (10,000 articles).

## 101. Managing articles

| Feature | Professional | Business | Enterprise |
|--------|-------------|---------|----------|
| Create/Edit/Publish | ✅ | ✅ | ✅ |
| Basic Organization | ✅ | ✅ | ✅ |
| Version Control | ❌ | ✅ | ✅ |
| Multi-user Collaboration | ❌ | ✅ | ✅ |
| Advanced Access Controls | ❌ | ❌ | ✅ |
| Custom Workflows | ❌ | ❌ | ✅ |

## 102. Locking an article

Prevents simultaneous edits. Auto-unlocks after 15 minutes of inactivity or navigation away.

Manual unlock via portal Lock icon.

## 103. Creating article templates

Save and reuse templates for consistent content structure. Three creation methods:
1. Flywheel icon
2. More option
3. Top-bar Create button

Auto-populates slugs. Access template management from Templates overview.

## 104. Deleting an article

Five methods:
1. Categories & Articles More menu
2. Editing mode deletion
3. Bulk deletion in folders/indexes
4. Specific article deletion
5. All articles section bulk deletion

## 105. Renaming an article

Navigate to Documentation, click article name or More → Rename. Enter new name and Update.

Confirmation required for published articles.

## 106. Moving an article

Five methods:
1. Drag-and-drop categories
2. More menu
3-4. Folder/Index navigation
5. All articles section

Select destination workspace/category. Optional link reference updates.

## 107. Editing an article

Process:
1. Select article
2. Click **Edit** (status changes to Draft)
3. Make changes
4. Click **Publish** to update live version

View markdown formatting via More menu without creating new version.

## 108. Replicating an article

Copy articles to multiple categories:
1. Navigate to article
2. Select "Replicate"
3. Choose target category
4. Click confirm

Source article edits only. Replicated article settings may be restricted.

## 109. Hiding and Unhiding an article

Hide articles for team-only access. Four methods:
1. Categories & Articles section hover
2. Folder/Index category selection
3. Specific article hover
4. All Articles section filtering

Hidden articles show strikethrough in Documentation view.

## 110. Word .docx files

Import .docx files under 15MB for direct content transfer.

## 111. Cloning an article

Two methods:

**Method 1**: Categories & Articles navigation
- Hover article → More → Clone
- Fill details and confirm

**Method 2**: Within Folder/Index
- Navigate to folder → Hover article → More → Clone
- Fill details and confirm

Considerations:
- Cross-workspace cloning possible
- Security restrictions apply
- Auto-update links adjust references

## 112. Importing Word files

Options:
- Single article: Imports entire document
- Multiple articles: Creates article per H1/H2 heading
- Preserves media and hyperlinks

## 113. Troubleshooting

Errors:
- `documentation.categoriesAndArticles.maxArticlesCountReached`
- `documentation.categoriesAndArticles.articleLimitExceedsPerCategory`

Limits:
- 100 articles per category
- 5,000 per workspace (Pro/Business)
- 10,000 per workspace (Enterprise)

Solutions: Reduce articles or upgrade plan.

## 114. Publishing from the editor

Click Publish with optional comment. Configure:
- Tags (manual or AI)
- SEO descriptions (manual or AI)
- Related articles (manual or AI)
- Status indicators (manual or AI)

AI features require minimum article lengths (50-200 words).

## 115. Publishing articles in bulk

Select unpublished articles, click Publish. AI features require minimum lengths.

Hidden/restricted articles won't appear in search. Verify workspace settings and restrictions.

## 116. Publishing an article

Make drafted articles live. Plan features:

- **Professional**: Basic customization and SEO
- **Business**: Audience targeting and analytics
- **Enterprise**: Custom domains and multi-language

## 117. Determining editors while importing .docx files

Editor selection in Settings → Knowledge base portal → General → Editor.

Markdown does not support .docx imports.

Best practices:
- Split large documents into multiple articles
- Keep files under 15MB
- Troubleshoot TOC conflicts, firewall blocks, password protection, style mismatches

## 118. Adding inline comments to an article

Select text, click comment icon, type comment, send. Mention collaborators with @ symbol.

Unresolved comments automatically deleted from published articles.

## 119. Reviewing an article using Inline comments

Streamlines article reviews and feedback. Available exclusively in Advanced WYSIWYG editor.

## 120. Inserting images in Markdown editor

Four methods:
1. Upload from local device
2. Insert via URL
3. File Picker
4. Drag and Drop

Specify dimensions with {height="x" width="y"}. Upload to Drive recommended.

## 121. Inserting images in Advanced WYSIWYG editor

Three methods:
1. `/image` command
2. Insert menu (device, Drive, URL)
3. Copy/paste/drag-and-drop

Images automatically saved to Drive.

## 122. Managing comments

Actions:
- View: Click highlighted areas or comment icon
- Resolve: Creator marks resolved
- Edit/Delete: Comment author only
- Reply: Team accounts only
- Filter: All, Mentioned me, Open, Resolved

Limits: 20 replies per comment, 500 comments per article, 500 characters per comment.

## 123. Adding videos to articles

Enhance complex concepts and processes through video embedding via toolbar options.

## 124. Insert video in Advanced WYSIWYG editor

Three methods:
1. Embed URL (self-hosted or platform)
2. Embed code insertion
3. Drive file upload

Use `/video` command. Broken link detection available.

## 125. Troubleshooting broken images

Common causes:
- Incorrect image URL
- Missing image file

Solutions:
1. Retrieve URL from code view or element inspection
2. Test URL in browser (404 = missing image)
3. Verify image exists at correct path
4. Upload to Document360 Drive for permanence

## 126. Insert video in Markdown editor

Two methods:
1. URL insertion (YouTube, Wistia, Vimeo)
2. Drive file insertion

Both support alt text and dimension adjustment.

## 127. Adding files to articles

Embed files via:
- Markdown editor: Insert file button
- Advanced WYSIWYG: `/Insert file` command, drag-and-drop, or file selector

Files appear with Download option.

## 128. Adding hyperlinks

Connect text, images, or files to:
- Related content
- External resources
- Internal sections

Replicated articles cannot be linked within other articles.

## 129. Editing or unlinking hyperlinks

**WYSIWYG**: Click linked text → Edit/Unlink options
**Markdown**: Manual syntax editing required

## 130. Adding hyperlinks to articles

Select text, open Link panel, specify:
- Internal article links
- Internal heading links
- External URLs

Optional new tab opening. Slight differences between editors.

## 131. Attaching files to articles

Upload or provide URL. Files appear above tags and TOC on right side.

Process:
1. Click More icon
2. Access Attachments
3. Choose method (URL or upload)
4. Arrange if needed
5. Save

Enable Show article files in settings if missing.

## 132. Bookmark links inside articles

Link to specific headings (H2, H3, H4) via Advanced WYSIWYG editor.

Select text, choose heading from dropdown, optionally open in new tab.

## 133. Effect of Machine translation on Hyperlinks

- Internal links automatically update to translated versions
- Consistent article slugs across languages prevent broken links
- Relative paths recommended for internal links

## 134. Adding Email links

**Markdown**: `[link_text](mailto:email_id)`
**Advanced WYSIWYG**: Select text → Ctrl+K or /link → Enter `(mailto:email_id)`

## 135. Code blocks

Prism.js syntax highlighting for:
HTML, C#, Java, JavaScript, XML, JSON, CSS, SQL, Python, Markdown, PHP, PowerShell, Text

## 136. Effect of changing article headings on hyperlinks

Heading changes break existing hyperlinks. Prevent this by:
1. Using WYSIWYG editor
2. Adding anchor tags within headings
3. Separating hyperlink name from visible text

## 137. Creating code blocks in Markdown editor

Use triple backticks (```) before and after code, or Ctrl+Shift+P shortcut.

## 138. Creating code blocks in Advanced WYSIWYG editor

Three methods:
1. Insert → Code Block
2. Triple backticks + Enter
3. `/code block` + Enter

Floating menu for language selection and block management.

## 139. Creating code blocks in WYSIWYG editor

Process:
1. Navigate to article
2. Click Code block icon
3. Select language from dropdown
4. Enter code
5. Click Insert

Edit/Delete icons modify existing blocks.

## 140. Using private notes

Reminders and internal context for articles. Excluded from PDF downloads but included in browser-generated PDFs.

## 141. Adding private notes

Available across all plans. Visible only to:
- Reader groups
- Project team members

Create in Markdown or Advanced WYSIWYG editors.

## 142. Private notes in Markdown editor

Syntax: `:::(Internal) (Private notes)\nOnly visible to team accounts\n:::`

Editable by modifying content. Delete by removing syntax.

## 143. Private notes in Advanced WYSIWYG editor

Create via `/Private note` or Insert menu. Manage visibility for:
- All team members
- Security groups
- Reader groups

Copy, edit, or delete via floating menu. Cannot modify in published articles.

## 144. Embedding Stream videos

Support for Microsoft SharePoint Stream videos in Markdown and WYSIWYG editors.

## 145. Embedding SharePoint Stream videos

Process:
1. Navigate to video
2. Select Share → Embed code
3. Customize with start time, size, autoplay, responsive options
4. Manage viewer access permissions

## 146. Embedding Google forms

Use embed HTML code blocks within articles.

## 147. Embedding Draw.io diagrams

Two methods:
1. **Embed**: Copy image tag from Diagrams.net, paste into Markdown or Code view
2. **Export**: Save as PNG/SVG, upload via Insert Image

Privacy settings must be public in storage location.

## 148. Embedding Microsoft Stream videos

Paste embed code directly in Markdown or use Advanced WYSIWYG Code View/Insert Video.

Typical embed code:
`<iframe src="<Stream video URL>" width="640" height="360" frameborder="0" scrolling="no" allowfullscreen title="<Video_file_name>"></iframe>`

## 149. All articles overview page

Bulk actions for multiple articles/categories:
- Publish, preview, copy links
- Hide, move, delete
- Set reminders, check status
- Tag, translate, download PDF
- Deprecate

Streamlines large-scale operations.

## 150. Managing multiple articles

Efficient bulk handling with actions for:
- Publishing and scheduling
- Previewing and link copying
- Hiding, moving, deleting
- Reviewing and status updates
- Tagging and machine translation
- PDF exporting

Important: Article status affects available actions. Categories with subcategories restrict hide/move/delete options.

## 151. Exporting all articles

Export via platform interface:
1. Navigate to All articles
2. Filter by criteria (status, category, etc.)
3. Click Export

CSV includes: title, category, status, date, URLs. Draft articles require category export.

API endpoint available for programmatic access.

## 152. Article review reminder

Alert system for article reviews ensuring accuracy and timeliness.

Create reminders for:
- Immediate review
- Future dates (30 days, 3 months, custom)
- Individual or multiple articles

Red "Needs review" tag appears with hover reason. Clear by clicking tag and marking reviewed.

## 153. Marking multiple articles as Reviewed

Two methods:

**All Articles Method**:
1. Filter by "Stale" under Review reminder
2. Select articles
3. Click Mark as Reviewed or set reminder days

**Content Tools Method**:
1. Documentation → Content tools → Article review reminders
2. Create reminder, specify details
3. Select workspace, language, articles
4. Use filters for efficient selection

## 154. Excluding articles from search engines

Maintain confidentiality for sensitive content. Available across all plans.

## 155. Adding SEO title and description

Process:
1. Navigate to article
2. Click More → SEO
3. Enter meta title (5-60 chars) and description (150-160 chars)
4. Use AI generator for articles with 200+ words
5. Update for article name changes
6. Manage per language version

## 156. Excluding articles from external search engines

Navigate to article → Click More → SEO settings → Check "Exclude from external search engine results" → Save.

## 157. Excluding articles from Search results and Eddy AI

Process:
1. Navigate to article/category
2. Click More → Article settings
3. Select exclusion checkboxes:
   - Exclude from knowledge base search
   - Exclude from Eddy AI assistive search
4. Save changes

Cloned articles retain parent search visibility settings.

## 158. Changing article slug

Modify URL slug via:
1. Portal SEO tab
2. Article editor

Create redirect rules to prevent broken links. Special characters require proper encoding.

## 159. Article tags

Keywords for searching, filtering, and bulk actions. Apply to articles, categories, and drive files.

Manage via Tags page. Drive file tags visible only in knowledge base.

## 160. Adding tags to articles or categories

Process:
1. Navigate to portal
2. Click More → Tags
3. Create/select tags
4. Generate AI suggestions (200+ word articles)
5. Save and publish

Tag limits: 30 characters with permissible symbols.

## 161. Related articles

Links appear at article bottom pointing to published knowledge base articles only.

Not displayed in widgets.

## 162. Adding Related articles

Three methods:
1. Knowledge Base portal selection
2. Publish checklist selection
3. Eddy AI suggestions (50+ word articles)

Auto-relate option available. Access restrictions apply.

## 163. Add article labels

Streamline content management across all plans. Enable quick sorting and filtering (e.g., release notes location).## 194. Adding labels to articles

**Five methods** available in Knowledge Base portal:

1. **Article Editor**: More → Labels → Add
2. **All Articles**: Select articles → More → Add labels → Apply filters
3. **Workflow Assignments**: Select articles → Add labels → Apply filters  
4. **Starred Section**: Select articles → Add labels OR hover → More → Add labels
5. **Folder/Index Category**: Navigate to category → Select articles → More or bulk selection

**Limits**:
- Max **10 labels per article**
- Max **10,000 labels per project**
- **Internal only** - not visible on site, not searchable, but filterable

**Key difference**: Tags are public/searchable, labels are private/organizational.

## 195. Adding a featured image to an article

Click "More article options" → "Featured image" → "Upload an image." 

Use high-quality JPEG or PNG images sized between **1200x800 and 2000x1200 pixels** for optimal clarity and device responsiveness.

## 196. Featured image

Enhances SEO and link previews in Document360. **Does not appear on the article itself.**

Available only in **Business and Enterprise plans**.

## 197. Adding attachments to an article

Navigate to article → "More article options" → "Attachments" → Add URL or upload from Drive → Select and insert → Arrange or remove as needed.

Attachments display near **Table of Contents and Tags** on the knowledge base site.

## 198. Status indicator

Displays near article titles on knowledge base site as "New", "Updated", or "Custom".

No specific implementation details or plan relationships provided.

## 199. Attachments

**Storage limits by plan**:

| Professional | Business | Enterprise |
| --- | --- | --- |
| 5MB | 10MB | 20MB |

Professional: Basic support (5MB limit)
Business: Standard support (10MB limit)  
Enterprise: Advanced support (20MB limit)

## 200. Manually updating the "Status indicator" for an article

Navigate to article → "More article options" → "Article settings" → Change status.

Customize indicator text via **localization variables** and color in **Article settings**.

Specify display duration in article settings.

## 201. Knowledge base site view

Public website for end-user article access. Project members manage all content.

Article status indicated visually:
- **New** = green
- **Updated** = orange  
- **Custom** = user-defined color

## 202. Article status

**Portal statuses** streamline content management:
- **Draft**: Initial creation
- **Needs review**: Pending approval

Readers see update/new indicators. Improves team efficiency.

## 203. Article status in the Knowledge base portal

Four article statuses:
1. **New**: Draft articles, team-only access
2. **Draft**: Published articles with draft updates, original remains live
3. **Published**: Publicly accessible
4. **Needs review**: Flagged for contributor review or automated system

Applies to category pages also.

## 204. Preferences

No preference settings defined for any plans.

## 205. Automatic "Status indicator" update

Enable via **Settings > Knowledge base site > Article settings & SEO**.

Turn on "Automatically set article status" in Category manager accordion.

Set display duration in days.

See [Category manager](/help/docs/knowledge-base-category-manager) for details.

## 206. Article status of hidden articles

Hidden articles show strikethrough in portal and are inaccessible on site.

Can be hidden in any status (New, Draft, Published, Needs review).

Articles flagged as Needs review require contributor action or automated reminders.

Hidden categories also hide their articles.

Category pages display article statuses for maintenance tracking.

## 207. Show/hide table of contents for an article

Control TOC visibility via **site-wide settings** or **individual article settings**.

Only **headings (H2, H3, H4)** appear in TOC - not bold text.

## 208. What is a deprecated article?

Outdated articles marked as obsolete. May be replaced due to:
- Subject removal
- Content changes  
- New concepts

Deprecation tagging occurs at article/category level.

Optional custom message with links to updated versions improves UX.

## 209. Mark as deprecated

Feature indicates when plans are retired or phased out.

## 210. Updating the preferences for an article

Navigate to article → More icon (•••) → Preferences in Article settings → Adjust checkboxes for comments, TOC, feedback → Save.

Article-specific process. Disqus setup may require additional configuration.

## 211. Marking multiple articles as deprecated

Select articles → "Deprecate" → Add reason → "Apply".

Visual tag appears on knowledge base site view.

## 212. Marking an article as deprecated

Navigate to article in portal → Article settings via More icon → Enable Deprecated toggle → Optionally add formatted reason → Save.

## 213. Schedule publishing

Schedule content publication for specific dates/times.

Improves content calendar planning and consistency.

## 214. Update article contributors

Automatic contributor tracking based on actions (create, update, publish).

Readers can view contributors' other articles.

**Enterprise plan**: Manual contributor addition/removal
**Professional/Business**: No manual contributor management

## 215. Setting up schedule publishing

Navigate to article/category → "Publish later" → Choose date/time/timezone → Optional comments → "Schedule".

Works for articles and categories.

## 216. Adding or deleting contributors

Access contributor list via Article information icon → Manage popup → Add (search) or remove (icons).

If no contributors listed, search and add one.

Contributors persist until team account deletion.

## 217. Editing a schedule publication

Navigate to article → **Scheduled** dropdown → "Edit schedule" → Modify date/time/timezone → Optional comments → "Schedule".

Publish immediately via "Publish now" option.

## 218. Schedule publishing on multiple articles

Select articles → Choose date/time/timezone → "Schedule".

Scheduled articles show "Publish later" icon.

Cannot edit scheduled articles - must cancel schedule first.

No API publishing for scheduled articles.

Moving scheduled articles to new workspace clears schedule.

## 219. Cancel schedule publishing

Navigate to article → **Scheduled** dropdown → "Cancel" → Confirm "Yes".

## 220. Discussion feed

Collaboration feature for users across roles to review articles/categories.

Supports peer reviews and approvals.

Available across all plans - specific tier features unknown.

## 221. Delete from feed

Hover over message → Delete icon → Undo available.

Feed disabled after article publication.

## 222. FAQ

Comments enabled during draft/edit mode, disabled after publishing.

Inline comments possible in Advanced WYSIWYG editor.

Access articles, categories, versions, languages.

## 223. Article revision

Editing creates new unpublished version, preserving old version in history until published.

Team accounts can compare/revert versions.

Must manually delete older versions.

Supports collaboration, audit, and accuracy.

## 224. Creating an article version

Two methods:
1. **Direct edit**: Modify published article
2. **Fork**: Create new version from older revision

Both require publishing new draft.

## 225. Revision history

| Features | Professional | Business | Enterprise |
| --- | --- | --- | --- |
| Version Control | | | |
| Change Tracking | | | |  
| Collaboration Features | | | |

## 226. Comparing article versions

Highlight additions/removals/formatting changes.

Swap comparison views.

View revision history.

Revert to previous versions (published articles require deletion first).

Published article dates auto-generated, cannot be changed.

## 227. Article analytics

Provides article-specific insights:
- Reads (engagement-based)
- Views (unique clicks)  
- Likes/dislikes
- Link status

Available across all plans.

Optimize content strategy and UX.

## 228. Article revision actions

- **Fork**: Create editable version
- **Delete**: Remove unpublished version  
- **Open**: Access previous versions
- **Workflow history**: Track stages, assignees, comments, dates
- **Publish**: Make version public

Version details include number, contributor, date, visibility.

## 229. Security - Article access control

Granular access via team/reader accounts and groups.

Control access levels across Professional, Business, Enterprise plans.

## 230. Health check metrics

Analyze articles/categories (English only) for:
- Readability issues (long sentences, missing links)
- SEO optimization

Improve content quality and search performance.

## 231. Accessing article analytics

Click **More (•••)** → **Analytics** in editor.

Metrics:
- **Reads**: Daily updated engagement
- **Views**: Unique browser clicks  
- **Likes/Dislikes**: Reader feedback
- **Link Status**: Working/broken/unknown/ignored

Use link validation tool for maintenance.

Real-time updates. Project-wide insights via **Go to Analytics**.

## 232. SEO metrics

Optimize with:
- Titles: 50-70 characters
- Descriptions: 120-160 characters  
- Featured image present
- 1-3 external/internal links ideal

Tool categorizes as Problems/Suggestions/Good Work.

## 233. Accessing the Article access control

1. Navigate to article
2. Click **More** > **Security**  
3. Choose **Knowledge base portal** (team) or **Knowledge base site** (readers)

**Portal**: Manage team access for updates/settings
**Site**: Control reader access to published articles

## 234. Readability score

Health Check Metrics score (0-100 scale).

Higher scores = easier reading.

## 235. Checking the readability score

Open article → "More" → "Health check metrics" → Expand "Readability metrics".

Score thresholds:
- Below 30: Problems  
- 30-59: Suggest improvement
- Above 59: Good

Click "Check now" for immediate results.

## 236. Accessing health check metrics

Navigate to article → Click **More (•••)** → Select **Health Check Metrics**.

Panel includes:
- SEO metrics  
- Readability metrics
- Classification: Problems/Suggestions/Good Work

Click **Check now** for updated insights.

## 237. Readability metrics

- **Readability Score (0-100)**: Higher = better
  - Problems: below 30
  - Suggestions: 30-59  
  - Good Work: above 59
- **Paragraph Length**: Optimal ≤150 words
- **Sentence Length**: Recommended ≤20 words
- **Sub-heading Distribution**: Presence = Good Work, absence = Suggestions

> NOTE: Excludes LaTeX and code blocks.

## 238. Accessing the Sitemap in Document360

Manage sitemaps via **Settings > Knowledge base site > Article settings & SEO > SEO**.

Choose update frequency (e.g., Daily).

Submit XML sitemap to Google Search Console.

Lists URLs and metadata (last modification times).

## 239. Public article comments

Enable via Disqus plugin.

Configure Disqus integration for automatic activation.

## 240. Sitemap

XML file detailing website structure for search engine crawling.

| Professional | Business | Enterprise |
| --- | --- | --- |
| No | Supported | Supported |

Only for public projects.

## 241. Robots.txt

No meaningful data available.

## 242. What is a Robots.txt file?

Text file instructing web crawlers on site access/indexing.

Controls crawler access to specific files/directories.

## 243. Read receipt

Confirms article acknowledgment - crucial for important updates.

Available only in KB site 2.0 for private/mixed projects.

Not supported for JWT configured projects.

## 244. Enabling comments on a public article

Ensure Disqus integration active → Navigate to article → More icon → More article options → Preferences tab → Check "Enable feedback" → Save.

Disable by deselecting checkbox.

Removing Disqus disables all comments.

## 245. Managing Read receipts in the Knowledge base portal

Manage via:
- Bulk actions on all articles  
- Individual article settings
- Category rules in settings

Settings rules have priority.

Republishing forces re-acknowledgment.

## 246. Accessing Robots.txt in Document360

Navigate to **Settings > Knowledge base site > Article settings & SEO > SEO** → Click **Edit** under Robots.txt.

Set crawl rules, block pages/folders, add crawl delays.

Examples: Block admin data, prevent tag indexing, allow sitemap access.

Include sitemap links. Ensure no duplicate files.

## 247. Reader acknowledgement in the Knowledge base site

Prompt appears after configuring read receipts.

Scroll to bottom → Check box → Click submit.

Confirmation message displays upon successful acknowledgment.

## 248. Read receipt page

Manage read receipt rules:
- Create new category rules  
- Rearrange rule priority
- View/edit rule details
- Modify dependencies
- Edit/delete rules
- Set visibility (Show/Hide)

## 249. Share articles via private link

KB Site 2.0 (post-June 10th projects) supports external sharing.

Generate unique link for any article - even unpublished.

External users don't need portal access.

Manage links via delete/regenerate.

Links expire if article deleted.

## 250. Acknowledgement required in the Knowledge base site

Announcement icon on home page indicates pending acknowledgments.

Click icon → **Acknowledgement required** page.

Filter by workspace (Current/All/Specific) and status (Required/Acknowledged).

## Bulk folder actions

Document360 Drive supports efficient folder management across all plans with tiered storage (Professional: 50GB, Business: 100GB, Enterprise: 500GB). Key capabilities include creating folders mirroring KB structure, starring for quick access, bulk operations (move, copy, delete), and system folders (Images, Settings, Documentation) with restricted modification. Folder actions encompass renaming, color customization, breadcrumb navigation, and dependency tracking. The Recycle Bin retains deleted items 30 days. Workflow integration assigns statuses/members with due dates, enhancing team collaboration. Content reuse features (Variables, Snippets, Glossary) streamline documentation through centralized updates, with templates enabling consistent article creation. AI-powered tools (Eddy AI suite) assist in writing, SEO, translation (16 languages), and search (Ask Eddy API), consuming credits managed via settings. Security measures include GDPR/SOC2 compliance, access control, and JWT authentication for private projects.## 393. Creating a snippet

To create a snippet, go to Documentation > Content tools > Content reuse > Snippets. Click "Create snippets," name your snippet (up to 30 characters: letters, numbers, hyphens, underscores), set language (Global by default), choose WYSIWYG or Markdown editor, add content, and click "Create snippet."

## 394. Quick navigation for glossary management

Manage glossary terms via Content tools > Content reuse. Add/edit/delete single or multiple terms, import from CSV, link overview page to header/footer/menu/homepage. Filter by language. Terms apply project-wide, not per workspace. Check article usage before deleting. Bulk import supported. Terms can be removed from articles.

## 395. Managing glossary terms

Access glossary through Content tools > Content reuse > Glossary. Features include language filtering, term creation/editing, bulk import/export (CSV), term search with preview, usage tracking across articles, and AI-powered generation with Eddy AI. SEO benefit: improved search relevance through keyword definitions.

## 396. Adding a glossary term

Navigate to Content tools > Content reuse > Glossary. Create new term with Name (max 100 chars), Language, Term (max 100 chars), and Content (max 500 chars). Click "Create Glossary." Translate terms using Name field as reference. Global terms can't be language-specific. CSV import available.

## 397. Troubleshooting

CSV upload issues often stem from non-English Excel regional settings. Switch Excel to English (United Kingdom) region, ensure headers match template, then save and re-upload. Use HTML tags (`<img src="...">`, `<a href="...">`) for images and links in definitions. Contact support for persistent problems.

## 398. Adding glossary terms

Add glossary terms via left menu or search. Use "Add Term" button to create entries across Professional, Business, or Enterprise categories. Organize alphabetically. Write clear definitions and proofread. Edit or delete entries as needed. Bulk import available for efficiency.

## 399. Importing glossary terms

Prepare CSV with terms and definitions using downloaded template (with/without sample data) or create your own. Edit in Excel or Google Docs. Go to Content tools > Content reuse > Glossary > Import terms. Upload CSV and wait for validation. Fix errors (duplicates, long definitions) using error log. Import valid terms to streamline management.

## 400. Managing glossary terms

(No data provided)

## 401. Editing a Glossary term

Edit terms via Content reuse > Glossary. Hover over term, click "Edit." Update term/definition, translate to desired languages ("Translate" or "Translate again"). Remove translations with "Remove language." Save with "Update." Global glossaries support translation.

## 402. Inserting glossary term in an article

Glossary terms provide instant definitions on hover, marked with dotted underline.

**Markdown Editor**: Use Glossary icon or `{{glossary.Term_name}}` syntax (case-sensitive).

**WYSIWYG Editor**: Click Glossary option in toolbar.

**Advanced WYSIWYG Editor**: Access via Insert menu, select terms, insert merge codes. Preview required to see rendered terms.

## 403. Deleting a Glossary

Delete terms individually (hover/click) or bulk (select/click). Check dependencies first. Remove terms from articles manually before deleting from glossary to avoid data loss. View references before deletion. Open articles and remove terms manually to preserve content.

## 404. Translating glossaries

Create multilingual glossaries for consistency and localization. Navigate to glossary section, create new entry, select language, enter terms/content, translate to other languages, save. Default language marked as Main. Completed translations show green tick.

## 405. Feedback manager

Feedback manager tracks, evaluates, and responds to user feedback on knowledge base articles. Access via Documentation > Content tools > Feedback manager. Two tabs: Article feedback (ratings/comments) and No search results feedback (unsuccessful searches).

## 406. Managing the glossary landing page

Add glossary overview page link to KB site header/footer/secondary navigation. URL format: `https://yourdomain/docs/glossary-overview` (replace with your domain). Customize site navigation to improve accessibility.

## 407. Exporting glossary terms

Export via Documentation > Content tools > Content reuse > Glossary. Select language, click "Export CSV." Download includes: Glossary Name, Definition, Dependencies, Updated By, Updated On.

## 408. Managing feedback in the No search results feedback tab

Handle user reports of unsuccessful searches. Review queries, understand context, assign tasks, take action (create/update content, add keywords). Track progress with status updates. Notify users of replies. Improves search experience and fills content gaps.

## 409. Feedback manager overview

Access Feedback manager via Documentation > Content tools > Feedback manager.

Two tabs:
- **Article feedback**: Reader ratings (Yes/No) and comments on specific articles
- **No search results feedback**: User searches that returned no results

## 410. Managing feedback in the Article feedback tab

Handle article feedback ratings and comments. Readers rate helpfulness and provide comments. Respond by reviewing feedback, opening related article, assigning tasks, discussing with team, updating status (Open, Planned, In Progress, Complete, Closed). Enable notify toggle to automatically close feedback.

## 411. Custom pages

Create standalone pages separate from articles for policies, terms, etc. Available only for KB site 2.0 projects. Supports customization and multilingual content.

## 412. Additional features

Filter, bulk update, and export feedback (up to 90 days). Status clarification: "Complete" allows reopening, "Closed" means resolved permanently.

Create custom pages via Documentation > Content Tools > Custom Pages (Draft Writer or Editor roles). Click Create Page, enter details, use editor to add/format content. Set SEO details, collaborate via comments, publish when ready.

## 413. Managing a Custom page

Manage via Content tools > Custom Pages list. Edit by selecting and clicking "Edit." Delete by selecting and clicking "Delete" (confirm, check dependencies, click again). Clone with "Clone" button (prefixed "Clone -"). Deleted pages cannot be restored.

## 414. Try this feature

Add custom pages to header/footer for easy access. Initial limit: 5 pages per project. Restrict access by user role. Deleted pages are permanent.

## 415. Multilingual custom pages

Translate pages via language dropdown. View translation details and click to translate content.

## 416. What are tags?

Tags are labels (letters, numbers, words, phrases) describing content. Example: "Installation" tag for software installation article.

Benefits: Improved navigation, content grouping, better keyword searches, increased external search visibility.

Best practices: Concise tags, broad categories, consistent naming, avoid overuse/irrelevant tags. AI tool recommends tags.

## 417. FAQs

Multiple tags allowed per article/file. Tags improve search results. Limit: 1000 tags per project. No limit per item. Bulk import not supported.

## 418. Tags

Professional plan: Basic tag support. Business plan: Advanced management. Enterprise plan: Premium features with customization/analytics.

## 419. Key features of the Manage tags page

Manage via Documentation > Content tools > Tags. Create, search, view creation info (creator, date), examine dependencies (Articles, Page category, Files). Edit, move, merge, or remove references. Export to CSV. Filter by associations, creation date, creator.

Cannot delete tags with dependencies. Remove dependencies first.

## 420. Adding a new tag

Team accounts use tags to organize articles, pages, and files. AI recommendations help create relevant tags efficiently.

## 421. Manage tags page overview

Central hub for tag management. Assign tags to articles, categories, files. Organize tag groups. Access via Documentation > Content tools > Tags.

## 422. Adding tags to the library

Four methods:
1. Manage Tags page (create new)
2. Documentation editor
3. Drive file tagging
4. All articles page

Use dropdown/search to select or create tags.

## 423. FAQs

All tag actions through Manage tags page (Content tools > Tags).

View associated articles/files by clicking reference numbers.

Edit/delete tags directly from Manage tags page.

Merge similar tags with "Merge tags" option.

Remove dependencies individually or bulk with "Remove dependencies."

## 424. Tag naming guidelines

Allowed: uppercase, lowercase, numbers, spaces, special characters (_ + - @ # % ^ & ! ())

Forbidden: \ / : * ? " < > |

## 425. Tag groups page overview

Organize related tags (articles, categories, Drive files) for easier management. Shows relationships and dependencies.

## 426. Tag limitations and details

Up to 1000 tags per project. Tag names max 30 characters; descriptions max 100. Descriptions show as tooltips on hover and below titles on Tags page.

## 427. Adding tags to tag groups

Two methods:
1. Assign group during tag creation
2. Select existing tags and move to group in tag library

## 428. Deleting tag groups

Permanently removes group and all tags. Breaks links to articles, categories, files. Tags cannot be added to articles directly. Groups organize tags only.

## 429. Manage tag dependencies

Track where tags apply (articles, categories, files). Efficient tag usage and cleanup.

## 430. Creating a tag group

Steps:
1. Knowledge base portal > Documentation tab
2. Content tools > Documentation > Tags
3. Groups tab > Create group
4. Enter name/description > Create

Organize tags effectively.

## 431. Find and replace

Search and replace keywords/phrases across articles/categories. Works with words, numbers, selected characters.

## 432. Viewing tag dependencies

Steps:
1. Documentation > Content tools > Tags
2. Click number under Articles/Page category/Files in drive
3. Review usage details in Tag dependencies window

### 432.1. Information available

Articles: title, status, workspace, language, creator, date

Page categories: title, status, workspace, language, creator, date

Files: file name

## 433. Removing tag dependencies

Steps:
- Select items with checkboxes
- Click "Remove dependencies"
- Bulk removal: "Select all" then "Remove dependencies"

Manage tag associations efficiently.

## 434. Performing the find and replace operation

Access via Content tools > Documentation > Find and replace. Enter search text (use filters optionally) and replacement text. Select articles to update. Choose publish/draft status. Click "Replace."

Control precision with whole-word matching. Advanced filters: workspace, language, status.

## 435. SEO descriptions

Add SEO descriptions to articles or generate for multiple articles/categories. Access via Content tools > Documentation > SEO description. Settings vary by plan.

## 436. Generating SEO descriptions

Generate via Content tools > Documentation > SEO description. Select articles, click "Ask Eddy AI." Review/save generated descriptions.

Best practices: 155-160 characters, keyword-rich, align with user intent, actionable. Filters available for article selection. Titles: 50-60 characters with relevant keywords.

## 437. Find and replace in editor

Locate/modify text within specific article. Access via editor icon. Works on current article only.

## 438. FAQ(s)

Available to team accounts with Editor role or custom roles with "Perform Find and replace" permission.

Replace with empty field removes found text.

Markdown/HTML syntax unaffected - only visible text replaced.

Search excludes Recycle Bin articles.

Limit: 1000 articles per replacement.

## 439. Downloading the ZIP file

Navigate to Import & Export project. Find latest export under Recent files. Click Download or Copy link.

## 440. Export project API endpoint

Business/Enterprise plans only. API endpoint exports project content. Limit: 2 exports per day. Overwrites previous downloads.

Exports: Markdown (.md), WYSIWYG (.html), JSON (multilingual).

## 441. Exporting a project

Steps:
1. Documentation > Content tools > Import & Export > Import & Export project
2. Click Export
3. Choose articles by modification date (All, 7/30/90 days, Custom)
4. Select workspaces, languages, categories
5. Include media files as needed
6. Click Export - completion notified via popup

Export includes selected content. Media files optional. Times vary by content size. Background processing supported.

## 442. Exporting your Document360 project as a ZIP file

Export project as ZIP including articles, category pages, optional media. Import ZIP into another Document360 project. Plan capabilities unspecified.

## 443. Importing a project ZIP file

Import ZIP files into Knowledge Base portal. Matching workspace slugs merge data; differing slugs create new workspace. Avoid conflicts by modifying workspace slug before import.

Verify supported features, file formats, destination workspace. Check FAQs for common errors. Max file size: 1GB. Only Document360 ZIP files supported.

## 444. Migrating documentation from other platforms

Migration support for 100+ platforms (Zendesk, Freshdesk, etc.) across all plans. Initiate via website form or within Document360. Provide current KB URL and platform. Experts handle transfer.

## 445. Document360 migration - What happens next?

Three steps:
1. Expert consultation and estimate
2. Automated and manual transfer
3. Quality assurance including SEO redirect rules

Redirect rules prevent broken links, 404 errors, and search ranking loss. Critical for maintaining user experience.

## 446. Importing a Document360 project ZIP file

Supported across all plans. Migrate between projects or restore from backups. Import articles, category pages, media. Requires Editor role or custom role with Update/Publish access.

## 447. PDF templates overview page

Access via Content tools > Import & Export > Export to PDF. List templates sortable by date. System and custom templates available. Actions: clone, edit, delete (with confirmation). Create new templates with dedicated button.

Default templates cannot be deleted. Single template becomes default automatically.

## 448. New PDF template

Create customizable PDF templates with: name, layout, margins, cover page (title, description, logo, image), terms & conditions (existing/custom), table of contents, watermark (text/image), header/footer images/text, page numbers, text formatting (font, size, color).

Various character limits and image size requirements apply.

## 449. Default template

Set any template as default for automatic use during exports. Click "Set as default" before saving. Default templates cannot be deleted.

## 450. Designing a PDF template

PDF templates (formerly "Design templates") control PDF design, styling, and formatting for brand consistency. Available across all plans. Select or create during PDF export.

## 451. Compiling content for PDF

All plans export content to customized PDFs. Features: naming, templating, password protection.

## 452. Other actions on PDF

Actions: download, regenerate, clone, edit, view details, delete. Share draft articles. Export SVG images addressed.

Limitation: SVG rendering issues with SelectPDF plugin. Workaround: convert to PNG/JPG.

## 453. FAQ(s)

PDF templates offer customizable layouts for professional documents, saving time while ensuring branding consistency. Templates adapt to specific needs.

Knowledge base platform manages content creation, categories, articles, templates, files, team accounts, and site settings (branding, domain, security).

## 454. Analytics

Various analytics (article, search, reader, team, feedback, links, page not found, Eddy AI, ticket deflection) categorized by plan. Data specific to active workspace/language. Presented in UTC time.

Professional: limited features. Business/Enterprise: expanded options.

## 455. Export to PDF

Steps:
1. Documentation > Content tools > Import & Export > Export to PDF
2. Select published content only
3. Create new PDF: name, optional password, template, workspace, language
4. Preview template, select categories/articles
5. Click Export - wait for Success status

## 456. Accessing Articles analytics

Navigate to Analytics > Articles. Shows views, reads, likes, dislikes. Filter by date range, user type (Team accounts or readers), JWT authentication. Metrics distinguish views from engagement (reads).

Location- and category-based analytics available. Data includes deleted articles. Graphical and list presentation. Export options available.

## 457. Accessing Eddy AI search analytics

Dashboard tracks search performance: conversations, answered/unanswered queries, conversation depth, popular/unanswered queries, referenced articles. Filter by date.

Address unanswered queries to improve accuracy. Data aggregates across chatbots/widgets/languages. Some metrics language-specific.

## 458. Articles analytics

**Plans supporting article analytics**

| Professional | Business | Enterprise |
| ------------ | -------- | ---------- |
|              |          | ✓          |

Insights into article performance: user engagement, geographic distribution, top content. Data-driven KB improvements.

## 459. Search analytics

Tracks user search behavior. Optimizes content and identifies gaps. Monitors search trends, successful queries, no-result searches.

## 460. Eddy AI search analytics

Insights into AI search performance. Supports all plans. Metrics: unanswered searches, visualizations. Multilingual support. Conversational metrics require KB site 2.0.

## 461. Knowledge base site view

User feedback on no-result searches identifies content gaps. Analyze popular terms for relevant content creation. "Bounced search" = searches with no result clicks.

## 462. Accessing the Reader analytics page

Access via Analytics > Reader. Filter by date, reader type (self-registered, SSO, JWT, invited), knowledge base/widget analytics.

Data: total readers, self-registered, frequent readers, detailed info (views, reads, likes, dislikes, articles accessed, last login). Export as CSV. Refresh up to 15 minutes.

## 463. Accessing the Search analytics page

(No summary available)

## 464. Reader analytics

Insights into reader activity for Private/Mixed access projects. Track engagement to optimize content strategy.

## 465. Team accounts analytics

Detailed analytics on team members: account types, content access/creation, contributions, last logins.

## 466. Accessing the Feedback analytics page

Access via Analytics > Feedback. Filter by date, widget type, JWT. Analyze metrics (article feedback, likes, dislikes, comments) via graphs/tables.

View specific articles and feedback. Export as CSV. Important: Only feedback with comments included. Refresh up to 15 minutes.

## 467. Feedback analytics

Track total comments, likes, dislikes for articles/pages. Data visualization in charts/graphs. Supported across all plans.

Team accounts analytics via Analytics section. Filter by date ranges (15-minute delay). Metric tiles: total accounts, published articles, top performers.

Click team accounts for detailed contributions. Export overall/individual data as CSV.

## 468. Accessing the Team accounts analytics page

Navigate to Analytics > Team accounts. Use date filters (15-minute update delay). Three metric tiles plus detailed contribution data.

Click team accounts for article performance details. Export options for analysis/reporting.

## 469. Accessing the Links status analytics page

Navigate to Analytics > Link status.

## 470. Links status overview page

Shows internal/external links with status (working, broken, redirect, ignored). List includes article name, link type, URL, status, filtering options.

Broken links show 404 errors or broken image thumbnails. Filter/export (CSV) options. Identify articles with deleted links.

Tracks all workspace links for functionality accuracy.

## 471. Links status analytics

Broken link checker under Analytics. Validates internal, external, media links. Scheduled, manual, article-level validations improve SEO/user experience.

## 472. Manage links

Search/filter links by type/dependency/status (included/ignored). Add/remove to ignore/include lists via checkboxes/dropdown/button. Export as CSV.

## 473. Link validation

Three validation methods:

1. **Scheduled**: Automatic based on plan. Analytics > Links status > Scheduled validation.
2. **Manual**: On-demand. Analytics > Links status > Manual validation > Validate links. 24-hour report generation, overwrites previous.
3. **Article-level**: Unlimited checks from article editor. More > Analytics > Validate now.

Manual validation requires permission. Overwrites previous reports within 24 hours. Article-level per article.

## 474. Troubleshooting

5-second timeout for link validation. If links appear broken but work in browser, use Postman to check HTTP response (200 = good).

Error codes 404, 500, 502 indicate true problems. Contact support for persistent issues.

Exclude links from validation (placeholders). Validation limits apply.

## 475. Actions and controls

**Validation types**: Scheduled (weekly), Manual, Article-level.

**Report date**: Shows generated dates. Tooltips for upcoming scheduled validations.

**Manage links**: Opens window showing all links (ignored/included).

**Validate links**: Initiates manual validation. Confirmation prompt about remaining validations.

**Manual validation usage**: Shows remaining validations (resets monthly) for internal/external links.

**Link analytics usage**: Displays used vs. limit (Business: 5000, Enterprise: 10000).

**Limit exceeded**: Validates only up to limit. Contact support to increase capacity.

## 476. Sections of Ticket deflector tab

Performance analysis of forms and knowledge base:

1. **Satisfaction Analysis**: Form submissions vs. KB answers. Interactable graphs.
2. **Frequently Selected Questions**: Top 5 form questions.
3. **Satisfaction Summary**: Pie chart of submissions vs. KB answers.
4. **Most Useful Articles**: Top articles resolving queries. Shows count.
5. **Keywords**: Keywords, search counts, answer success. Exportable as CSV.
6. **Search Success Rate**: Percentage of successful searches. Graph visualization.

All sections support image exports.

## 477. Accessing the Ticket deflector analytics page

(No summary available)

## 478. Ticket deflector analytics

Analyzes ticket deflector form metrics. Supports all plans. Table currently empty.

## 479. Generating API documentation

Generate from URLs, JSON/YAML files, or CI/CD flow. Select source, input specification (URL/file path), provide API token, click "Publish."

CI/CD requires Node.js and `d360` npm package. Review drafts before publishing.

## 480. Feedback tab

Displays user feedback on ticket deflector forms. Labels: Form Submitted, Answered from Knowledge Base. Includes timestamps.

Click entries to view feedback content.

Ticket deflector reduces support tickets by suggesting KB articles. 'Answered from Knowledge Base' tracks resolved queries without ticket submission.

Improve effectiveness with updated KB, relevant keywords, frequent question review, Search Success Rate analysis. Chart legend explains data series.

## 481. Regenerate API documentation

Automatically regenerate from updated API specifications (URLs, JSON/YAML). Preserves custom content.

CI/CD integration recommended using d360 npm package. Manual regeneration via web UI or command line. Draft saving and relocation restricted.

## 482. Managing API documentation

| Professional | Business | Enterprise |
| ------------ | -------- | ---------- |
| ✓            | ✓        | ✓          |

API documentation generation across all plans. Create interactive, detailed docs by uploading specification files. Covers endpoints, methods, responses.

## 483. Helpful links

- [**d360 npm package**](https://www.npmjs.com/package/d360)
- [**Source code**](https://github.com/document360/d360)

d360 npm package facilitates API communication between applications.

## 484. Edit, Clone, and Delete widget

Manage KB widget: edit, clone, delete. Table missing plan details.

| Professional    | Business        | Enterprise      |
| --------------- | --------------- | --------------- |
| [Plan details]  | [Plan details]  | [Plan details]  |

## 485. Edit Knowledge base Widget

Navigate to widget in portal. Hover, click "Edit." Update configurations in "Configure & connect" tab. Click "Save."

## 486. Delete Knowledge base Widget

Navigate to widget in portal. Hover over widget, click "Delete." Confirm action, click "Yes."

## 487. Managing and customizing the Knowledge base widget

Manage/customize KB widget. Table missing plan support details (Professional, Business, Enterprise).

## 488. Customizing the knowledge base widget

Customize appearance/behavior: color, icon, position (left/right, spacing), hide widget or most searched articles.

Access via 'Configure & connect' and 'Style widget' sections. Select 'Edit,' click 'Save.' Color changes update icon color. Replace icons with images.

Hiding frequently searched articles disables URL mapping.

## 489. Adding a ticket deflector in Knowledge base widget

Enable "Show ticket deflector" toggle in widget configuration. Select deflector. Save changes.

Requires portal login, project selection, widget configuration access.

## 490. Domain restriction

Restrict widget to specific domains. Add domains to "Widget security" list in settings.

Widget accessible on any domain if none specified. Exclude "www" - use suffix only (e.g., document360.com).

## 491. Clone Knowledge base Widget

Steps:
1. Navigate to KB Widget section
2. Hover over widget, click "Clone"
3. Provide title, update configurations in "Configure & connect" tab
4. Click "Save"

## 492. Adding custom links

Add custom links (downloads, contact) to widget. Navigate to "Widget Settings."

In "Add Custom Links" section: link title, display text, URL, optional icon. Edit/delete via respective sections. Use `mailto:` for emails.

## 493. URL Mapping

Customize widget display by user location (URLs). Show/hide widget, customize search placeholders. Configure per user role.

Control content visibility through Project, Workspace, Category options:

1. **Edit Widget**: Navigate to widget, hover, click Edit
2. **Content Access**:
   - **Project**: All articles
   - **Workspace**: Specific workspaces/languages
   - **Category**: Specific categories from workspaces
3. **Considerations**:
   - Content access changes may disable URL mappings
   - Navigating tabs autosaves changes

## 494. Securing Knowledge base widget authentication using JWT

Enable JWT authentication: configure client ID, widget ID, token endpoint, client secret. Embed authorization URL in code.

Implement auth endpoint for token requests. Include reader group IDs for proper rendering. Troubleshoot visibility/loading issues by checking permissions/API keys.

## 495. Using URL mapping

Configure behavior on specific URLs via four actions: show article, list articles, display search results, hide widget.

Requires installed widget. Supports path, query, hash parameters. Optional regex for advanced matching.

## 496. Deleting URL mapping

Navigate to widget, click "Edit." Find URL mapping, click "Delete." Confirm action.

## 497. Adding URL Mapping to your Widget

Steps:
1. URL Mapping tab in Widget section
2. Click "New URL mapping"
3. Specify:
   - **Name**: Internal label
   - **URL structure**: Path, query, or hash
   - **URL**: Exclude domain (e.g., `/ebook/...`)
   - **Action**: Desired behavior
   - **Workspace**: Version selection
   - **Language**: Language selection
   - **Article**: Search/select page/categories
4. Click "Create"

Widget displays mapped content on specified URLs. Maintains consistency across tabs in same version/language.

## 498. Basic URL matching

Use regex to match URL components (protocol, domain, path, query, fragment). Examples show path matching, query parameters, optional parameters, wildcards.

Regex patterns for subdomains and complete URLs provided. Essential for effective URL mapping in web applications.

## 499. URL mapping settings

Configure behavior for unmapped URLs: Widget > Configure & connect > URL mapping settings.

Choose to display page help/Knowledge base or retain last opened article. Save settings.

## 500. Customizing the Knowledge base widget using Custom CSS/JavaScript

Customize appearance/behavior with CSS/JavaScript. Methods: modify icon/buttons, implement show/hide callbacks, styling/localization.

## 501. How to change the default widget icon?

Create custom button. Add JavaScript callbacks controlling visibility based on widget load status and URL mappings.

Integrate callbacks into widget JavaScript snippet. Use JavaScript to open widget on click. Customize appearance with CSS.

Key details: custom button HTML, CSS, JavaScript for callbacks, widget config integration.

## 502. How to change dark theme in Knowledge base widget?

**Method**: Custom CSS. Target: Knowledge Base Widget.

Modify Custom CSS to change background/text colors of widget modal and elements (divs, paragraphs, buttons) to black/white.

Feedback button hover style/background also modified.

## 503. How to change the fields displayed in the Knowledge base Widget?

Customize widget text by modifying HTML with JavaScript. Replace "Page help," "Knowledge base," "Top search articles" with localized alternatives.

Use `$(document).ready` to execute JavaScript after page load. Replace placeholder text via jQuery. Save settings after updating.

To remove Page help and Search bar when mapping single article:

1. **Access Widget Editor**: Widget section > edit widget
2. **Add Custom CSS** (Custom CSS tab):

```css
li#page-help-tab { display: none; }
.article-header .article-back-icon { display: none; }
.search-container { display: none !important; }
```

3. **Add Custom JavaScript** (Custom JavaScript tab):

```javascript
setTimeout(function () { $('.search-container').hide(); }, 2000);
setTimeout(function () { $('#knowledge-base-tab').click(); }, 2000);
```

4. **Save Changes**
5. **Cache Considerations**: Up to 15 minutes for changes. Clear cache for immediate updates.

Combines CSS styling and JavaScript dynamic adjustments.

## 504. How to set the Knowledge base Widget to open automatically in the knowledge base site?

Add custom JavaScript to widget settings. Script simulates button click after 2-second delay, ensuring full page load before opening.

## 505. Knowledge base site 2.0

Enhanced UI with AI-powered search, streamlined content, real-time updates, interactive elements. Better user experience.

Migration guide available [here](/help/docs/kb-site-20-migration).

## 506. Overview of Knowledge base site 2.0

Redesigned header: logo, workspace navigation, customizable primary/secondary navigation, announcements, acknowledgment requests, theme/language options, search.

Left pane: search, navigation (tree view), article status, follow/export options.

Article sections: breadcrumbs, title, links, status, date, contributors, sharing, summary, acknowledgment.

Image viewers: zoom, download, navigate.

Right pane: attachments, tags, table of contents.

Footer: feedback, navigation to related/previous/next articles.

Improvements: Eddy AI search and summarization.

## 507. Customize site

Tailor KB site appearance (themes, colors, layouts) to match brand. Project-level setting affecting entire project.

KB Site 2.0 supports customization with accessibility features. Requires migration from KB Site 1.0.

## 508. FAQ - Knowledge Base widget

Tool for finding answers within app/site. Supports up to 10 configurations.

Helps with onboarding, troubleshooting, learning features.

Features: customizable positions, hide top search, URL mapping with regex, custom links, ticket deflector, domain restriction, default language detection.

Available on Enterprise plans. Enhances user experience with in-app assistance.

## 509. Troubleshooting

- **Website fails to load**: Check URL, clear cache, disable VPN, verify system date/time
- **504 Gateway Timeout**: Review server changes, revert Sub-folder Configuration
- **Page unresponsive while editing**: Clear cache, reduce article length, fix unclosed HTML tags
- **Too many redirects**: Correct JWT Login URL, remove domain from configuration
- **Project not found**: Ensure correct/verified CNAME record
- **/home/error/ message**: Contact support with HAR file/console errors
- **Icons not rendering**: Check FontAwesome settings in custom CSS
- **Site without CSS**: Whitelist Document360 domains
- **Secure connection issues**: Verify CAA records, update DNS settings
- **ResourceNotFound & AuthenticationFailed**: Ensure valid SaaS tokens

## 510. Advanced site customization

Centralized KB site customization. Branding (logo, favicon), header/footer, homepage, login, error pages, CSS/JavaScript.

Preview feature for interactive changes. Light/dark themes, favicon uploads/URLs, logo changes (images/text), logo URLs, custom CSS/JavaScript.

FAQs address themes, favicon issues, logo customization, font selection, button styles, site layout. Instructions and visual aids provided.

## 511. KB site 2.0 migration

KB Site 2.0 upgrade offers enhanced features (following articles/categories, private sharing) and improved configuration.

Professional, Business, Enterprise projects supported. Projects after June 10th, 2024 get automatic access.

## 512. Basic site customization

Customize via Settings > Knowledge base site > Customize site.

Choose themes (light, dark, both). Brand with logo, favicon, custom logo redirect link.

Apply WCAG-compliant colors automatically or adjust manually. Modify brand colors, hyperlink colors (standard, brand, custom), fonts.

Select button styles (rounded, sharp, bubble) and site layout (full width, centered). Save changes.

Existing logos/favicons unchanged until updated in settings.

## 513. Implementing WCAG 2.1 A and AA in Document360

Accessibility through text alternatives for images/icons, full keyboard navigation, readable text with sufficient contrast/clear language.

## 514. Customizing your knowledge base site 2.0

Settings > Knowledge Base Site > Customize Site > 2.0 preview.

Choose immediate go-live (retains 1.0 settings) or further customization (headers, footers, CSS/JavaScript).

Preview changes before publishing. 30-day rollback option to revert to 1.0. Integrations remain intact.

## 515. Web Content Accessibility Guidelines (WCAG)

(No summary available)

## 516. Key Principles of WCAG 2.1

Accessible web content for everyone.

**Perceivable**: Text alternatives for non-text content

**Operable**: Keyboard usable, sufficient time, clear navigation

**Understandable**: Readable content, predictable operation

**Robust**: Compatible with various user agents including assistive technology

Promotes inclusive web experience.

## 517. Header - Secondary navigation

Customizable menu below logo for quick access to frequently visited pages (Pricing, Documentation, Support).

Improves navigation on large knowledge bases. Easy access to key information.

## 518. Accessing the Header - Secondary navigation

Customize via Settings > Knowledge base site > Customize site.

Create single-level, multi-level, or ticket-deflector menus. Add titles, links (hyperlinks, email, phone), open in new tabs.

Manage/reorder items. Optionally display secondary navigation on home page. Publish changes.

## 519. Header - Primary navigation

Bar next to logo at site top. Add menus for easy navigation between Home/Knowledge base pages.

Supported across different plans with varying functionality.

## 520. Accessing the Header - Primary navigation

Steps:
1. Settings > Knowledge base site > Customize site
2. Site header & footer > Header > Primary navigation
3. Add up to 6 items (Home, Custom URL, Call to action, RSS feed, Ticket deflector, Glossary, API documentation, Custom page)
4. Customize colors, edit, delete, reorder via left navigation
5. Preview, save, publish

Use custom CSS/JavaScript for advanced features (social media icons, feedback links).

## 521. Custom footer

(No plan details specified)

## 522. Creating a custom footer

Customize via Knowledge Base portal settings. Choose blank or themed footer.

Add HTML/CSS or external links. Preview, save, publish changes. Incorporate external files (PDFs) as needed.

## 523. Accessing the Footer navigation settings

Navigate to Settings > Knowledge base site > Customize site. Header & Footer > Footer.

Choose Basic footer or Custom footer. Preview before saving/publishing. Custom footer allows HTML input.

## 524. Footer

**Plans supporting KB site customization**

| Professional | Business | Enterprise |
| ------------ | -------- | ---------- |
|              |          |            |

Add footer to knowledge base site. Up to six custom links on left for essential resources. Social media links on right. Available across all plans.

## 525. Removing an RSS Feed from the Knowledge base site

Navigate to Settings > Knowledge base site > Customize site. Site header & footer > locate RSS feed > Delete.

Note: Existing subscribers still receive updates. RSS feed shows 404 error if project private. Requires public access.

## 526. RSS Feeds

XML-based format providing automatic updates. Keeps readers informed about new/modified articles.

Integrate into header/footer for effortless updates. Example: Software company uses RSS for product releases/bug fixes.

Ensures engagement and informed readers.

## 527. Adding an RSS Feed option to your Knowledge base site

Add RSS feeds for real-time updates via RSS tools.

**Primary Navigation**: Customization settings > Primary Navigation > add RSS Feed item with title > open in new tab

**Secondary Navigation**: Similar process > Single Level > RSS title > paste XML URL

**Footer**: Basic Footer (add new link) or Custom Footer (embed XML URL in HTML)

Usage: Readers stay updated using browser extensions (Feeder.co) or apps (Feedly, Inoreader). Subscribe via provided links.

## 528. Home page

Customize via Customize site settings. Body blocks: rich text, image sections, custom code.

Themes: Engage, Innovate, Learn, Default. Configure SEO (meta titles, descriptions, featured images).

Recommended hero image size: 1920x415 pixels. Reorder sections, preview, publish changes.

Themes available on Professional, Business, Enterprise plans.

## 529. Main pages

Focus on Home page customization: links, colors, categories.

Structured comparison table for Professional, Business, Enterprise plans.

## 530. Login page

Customize login page appearance (images, styles) and add elements (buttons, video loaders, search bars).

Handles homepage and documentation page customization. Emphasizes HTML, CSS, JavaScript for personalization.

## 531. Hero section

Customizable, visually-prominent homepage area. Introduce knowledge base with engaging text, buttons, search.

Creates strong first impression. Directs users to key resources.

## 532. Documentation

Customize Documentation page: search bar position (Left panel or Secondary Header), left navigation panel background color.

Access via Settings > Knowledge base site > Customize site > Documentation. Make changes, preview, save, publish.

## 533. Multicolumn card section

Homepage section showcasing features, "About," or "Contact." Columns with icons, titles, descriptions.

Visually appealing. Quick information access. Promote key offerings.

## 534. Rich text blocks

Customize homepage with rich text blocks. Add headings/paragraphs with formatting (colors, bold, italics, links).

Steps: Settings > Customize site > add rich text block > edit content > choose styles/alignment > reorder > save.

Supports Markdown. Delete option available.

## 535. Accessing Hero section

Navigate to Settings > Knowledge base site > Customize site. Home page dropdown > Hero section (top).

Configure background (image, color, gradient, pattern). Customize text, buttons, search functionality.

Edit/hide Welcome text, Promo text, Buttons, Search as needed. Save, preview, publish.

## 536. Adding Multicolumn cards

Customize homepage > add multicolumn card section. Edit titles, icons (Document360 or Font Awesome), descriptions.

Reorder, hide, customize appearance. Delete instructions and Font Awesome icon usage provided.

Visual aids improve process understanding.

## 537. Image with text block

Combine visuals with text for enhanced homepage. Differs from Rich text block by adding imagery.

Ideal for features/announcements. Example: Highlight new feature with description.

## 538. Adding an Image with text block

Customize homepage > select "Image with text" block. Upload/update image. Edit heading/paragraph text.

Format, align, color text. Save, publish. Deletion instructions provided.

## 539. Adding a Custom code section

Steps:
1. Customize Site
2. Home page
3. Add Custom Code Section
4. Edit HTML/CSS
5. Preview, Save, Publish

Delete: Similar steps > "Delete" > "Yes"

Platform manages content, files, site settings.

## 540. Custom code section

Embed custom HTML/CSS for enhanced KB site. Add visuals/interactive elements.

Example: Dynamic banners, countdown timers for promotions. Versatile customization tool.

## 541. Widgets block

Embeddable blocks placed below homepage header. Various functionalities.

## 542. Knowledge base categories block

Display popular categories as cards on homepage. Improves navigation/user experience.

Helps users find relevant sections quickly (Getting Started, Troubleshooting). Reduces search time, boosts satisfaction.

## 543. Adding Knowledge base categories block

Steps:
1. Settings > Knowledge base site > Customize site
2. Home page > Add section > Knowledge base categories
3. Customize: add categories, reorder, toggle visibility
4. Edit elements: icons (Document360/Font Awesome), titles, descriptions, colors
5. Save, preview, publish

Enhances content organization/navigation.

## 544. Error pages

Custom error pages improve user experience for broken/unauthorized/restricted links instead of generic messages.

Applies across all plans.

## 545. Deleting the widget section

Steps:
1. Settings > Knowledge base site > Customize site
2. Home dropdown > Widgets
3. Delete at bottom > Yes
4. Individual widgets: repeat process
5. Save/Publish changes

FAQs: Hide widgets (hover > Hide icon), rearrange (drag-drop), Recently Created/Modified overlap possible.

## 546. Adding widget(s) on your Home page

Steps:
1. Settings > Knowledge base site > Customize site
2. Home page from left menu
3. Add section > Widgets
4. Select: Most Viewed, Most Liked, Most Read, Recently Modified, Recently Created
5. Edit headings, preview
6. Save/Publish

Notes: New articles appear in both Recently Created/Modified. Content filtered by user permissions. Reorder/preview icons for arrangement.

## 547. What is a 404 page?

Appears for non-existent webpages. Customize with message, imagery, links to improve user experience.

Customization irreversible.

## 548. Accessing the Error Pages Design Settings

Customize via Settings > Knowledge base site > Customize site. Choose error page type from dropdown (404, Access denied, Unauthorized, IP restriction).

Basic style: Change images. Custom style: HTML/CSS editing. Preview toggle for changes.

Save, preview, publish to activate. Cannot revert to default static page once configured.

Access denied = permission issues. Unauthorized = unauthenticated users.

## 549. 404 page

Plans supporting error pages. Business/Enterprise typically support custom 404. Professional typically does not.

## 550. Access denied page

Redirects users with insufficient permissions. Customizable pages improve user experience.

Explain access denial clearly. Provide next steps for permission requests.

Private/Mixed knowledge bases only. Custom page prevents default reversion.

## 551. Access denied page

**Plans supporting error page**

| Professional | Business | Enterprise |
| ------------ | -------- | ---------- |
|              | ✅       | ✅         |

Business/Enterprise support Access denied page.

## 552. Customizing the 404 page

Navigate to Customize site > 404 page option.

**Basic style**: Customize image, heading, paragraph. Add up to three buttons with suggested links (Home, Contact, Sitemap).

**Custom style**: HTML/CSS with preview.

Use Page Not Found analytics and Link status tools to monitor/fix broken links.

Best practices: Consistent design, clear language, navigation options, search bars, feedback mechanisms, mobile-friendly.

## 553. Unauthorized page

(No plan information provided)

## 554. Customizing the Access denied page

Settings > Knowledge base site > Customize site > Access Denied page.

Choose Basic or Custom style. Modify images, headings, paragraphs. Advanced changes with custom HTML/CSS.

Preview/Publish changes. Cannot revert to default once customized.

FAQs for guidance. Best practices: clear messaging, responsive design.

## 555. Unauthorized page

Appears for users lacking permissions to restricted content. Customizable with messages like requesting admin access.

Customization irreversible once implemented.

## 556. Customizing the Unauthorized page

Customize via basic style (modify default images, headings, paragraphs) or custom style (add custom HTML/CSS).

Basic: Change visuals. Custom: Full design control for tailored experience.

Instructions for image changes, heading updates, paragraph editing. Save, preview, publish for implementation.

## 557. IP restriction page

(Plan information not provided)

## 558. Customizing the IP restriction page

Customize by adjusting basic styles (images, text) or creating custom HTML/CSS.

Preview toggle for testing. Save, preview, publish to apply.

Basic: Change existing elements. Custom: Full HTML/CSS control.

Navigate to site customization settings > IP restriction page > modify elements > preview > publish.

## 559. IP restriction page

Appears for users accessing KB from restricted IP addresses.

Customize to inform users (e.g., "Your IP address is not authorized. Please contact your admin for access.")

Enterprise plan exclusive. Cannot restore default version once customized. Recommended for better user experience.

## 560. Custom CSS & JavaScript

(Insufficient data for TLDR)

## 561. JavaScript snippets

Customize website JavaScript: Navigate to site settings > JavaScript tab > add code > save.

Example code reorders elements.

## 562. Troubleshooting

SPA transition requires updating custom JavaScript (previously relied on page refresh events).

Use `articleload` event for updated content: `window.addEventListener('articleload', function() { ... });`

Contact support for persistent issues.

Custom CSS supported. Multiple brands via separate workspaces or different stylesheets within same workspace.

CSS applies universally across all workspaces.

## 563. CSS snippets

Reusable code blocks for common CSS functionality. Save time, reduce errors.

Example: `.shadow` snippet adds box-shadows.

Settings > add custom/preloaded snippets (7 available) > save.

More details: [CSS Snippets](/help/docs/css-snippets).

## 564. CSS Snippets

Customize KB site with pre-loaded or custom CSS snippets.

Settings > Knowledge base site > Customize site > Custom CSS > CSS tab > add snippets.

Includes preloaded snippets for body font, headings, tables, images, hero sections, callouts, back-to-top.

Save changes. Custom CSS also supported.

## 565. CSS Snippets

Plans supporting custom CSS/JS in KB site. Comparative table provided.

## 566. Callout styles

(No data available)

## 567. What is a "Callout"?

Feature highlighting important content. Four types: Info, Warning, Error, Success.

Each offers title and content section. Accessible via Markdown or WYSIWYG editors.

## 568. Body font style

Plans to allow custom CSS/JS for body font styling. Improves reader experience.

## 569. Setting up the body font style using Custom CSS & JavaScript

Change body font: Settings > Knowledge base site > Customize site > Custom CSS & JavaScript.

Custom CSS tab > Add code snippets > Select "Change body text font" snippet > modify code > customize font face/color > save.

## 570. Styling the Callouts

Steps:
1. Settings > Knowledge base site > Customize site > Custom CSS & JavaScript
2. CSS > Add code snippets > Select "Change callout colors"
3. Edit code with branding colors > Save for site-wide application

Dark mode styling: Refer to [How to change callouts color in dark mode](/help/docs/how-to-change-the-callouts-color-in-dark-mode).

## 571. Image alignment

Control image placement (left, right, center). Maintain proportions when resizing.

Default alignment: left.

## 572. Header font style

Customize header fonts (`<h1>`, `<h2>`, `<h3>`, `<h4>`). Common: sans-serif fonts for technical documentation.

## 573. How to change the Header font style in Document360?

Change header fonts: Custom CSS in KB settings > add/edit "Change heading font" snippet > customize CSS > save.

Applies to all headers. Default font: Montserrat.

## 574. Resizing images on the Knowledge base site

Maintain proportions during zoom: Settings > Knowledge base site > Customize site > Custom CSS & JavaScript.

Paste appropriate code snippet based on site version:

**KB 1.0**:
```
.content_block .content_container .content_block_text img {
height: auto !important;
}
```

**KB 2.0**:
```
article img {
height: auto !important;
}
```

Save changes for proportional resizing.

## 575. Center images in your Document360 Knowledge base

Center images: Custom CSS in KB settings > add CSS snippet > save.

Centering uses `margin: 0 auto` and `display: block`.

For alignment, use left/right margins. Delete previous snippets to avoid conflicts.

Key snippets:
- **Center**: `.content_block .content_container .content_block_text img { margin: 0 auto; display: block; }`
- **Left**: `margin: auto 0 0 0 !important;`
- **Right**: `margin: 0 0 0 auto !important;`

## 576. Why are the table elements important for a document?

Tables organize/structure data for complex information presentation in rows/columns.

## 577. Style the tables using CSS Snippets in Document360

Style tables: Settings > Custom CSS & JavaScript section.

Add/modify CSS snippets for borders, padding, background colors, font styles, hide empty headers.

Save changes for effect. Custom CSS in addition to pre-built snippets.

## 578. Table style

Importance of table styles for rich layouts. Document360 offers robust customization.

Comparison table for Professional, Business, Enterprise support of custom CSS/JS:

| Professional | Business | Enterprise |
| --- | --- | --- |
| Limited CSS/JS customization | Advanced CSS/JS customization | Full CSS/JS customization with priority support |

## 579. Editing a redirect rule

Navigate to Knowledge base > Article redirect rules. Filter to find rule > hover > click "Edit" > update fields > click "Update."

## 580. Adding an article redirect rule

Configure URL redirects for articles. Two methods:
1. Article slugs at URL end ("Ends with")
2. Replace URL segments ("Replace with")

Specify correct paths (start/end with `/`). Consider multilanguage/multi-project contexts. Site-level redirects described.

## 581. Article redirect rule

Enterprise plan supports article redirect rules. Prevents broken links, maintains cross-references.

Bulk import supported.

## 582. Filter a redirect rule

Filter by searching source/destination URLs, selecting rule type (Ends with, Replace with, Both), filtering by modification date (preset/custom ranges).

## 583. Importing redirect rules

Bulk import via properly formatted CSV (Source, Destination, RedirectionType, max 1MB).

Settings > Knowledge base site > Article redirect rules. Upload CSV > review valid/invalid rules.

Download invalid rule list if needed. Import accepted rules.

## 584. Exporting redirect rules

Export as CSV: KB settings > Article redirect rules.

Rules manage broken links/redirects. Max 10,000 rules per project. Import limits apply.

Customize redirects with JavaScript, replace workspace names, send to homepage.

Address errors like too many redirects by validating/correcting within system.

## 585. Deleting a redirect rule

Navigate to Settings > Knowledge base site > Article redirect rules. Use Filter to find rule.

Hover > Delete icon, or select multiple rules > Delete. Confirm with Yes popup.

Deleted rules cannot be retrieved.

Access via Settings > filter/select rules > delete > confirm for permanent removal.

## 586. Configuring the Knowledge base site article settings

Configure article settings (accessibility, headers, sidebars, footers, categories, search, FAQ) at site level with global impact.

Customize individual elements: read-aloud, table of contents, comments, statuses, related articles.

Support for localization. Adjust search options/FAQs separately.

Individual article settings can override global configurations, though site-level often takes precedence.

## 587. Article header

Article settings will include customizable header elements: contributor lists, estimated read times, sharing options.

Improves user engagement.

## 588. Article settings & SEO

Customize KB sites via Article settings & SEO section. Improve user experience with headers, footers, search options, accessibility.

Tailor settings for contributor names, read times, social sharing, related articles.

Enhances engagement and user feedback.

## 589. Enabling the Article header elements

Enhance article headers: Enable settings in Article settings panel - contributors, read time, follow button, share, print, dates, PDF download.

Project-wide change affecting all articles. Requires verification.

## 590. Accessing the What's new feature

View recently published articles via announcement icon. Select workspace/language. Filter by date range (24 hours, 7 days, 30 days).

Settings > Knowledge base site > Article settings & SEO. Toggle 'Show What's New' option.

(Plan availability unspecified - table empty)## 591. Article header elements in the Knowledge base site

Article headers include: contributors, read time estimate, follow button, share icon, print option, published/updated dates, PDF export.

Localization allows customizing text per language.

FAQs cover hiding breadcrumbs, exporting drafts, setting default email apps, disabling print/PDF options.

## 592. Follow articles and categories

"Follow articles and categories" notifies users of new/updated knowledge base articles.

Available only for Private/Mixed projects in KB site 2.0 (projects created after June 10th).

## 593. Search in Knowledge base site

Search function covers articles, categories, and PDF attachments.

Advanced search filters and keyword operators improve efficiency - essential for large organizations with extensive documentation.

## 594. Attributes used in the Knowledge base site search

Search utilizes article/category titles, tags, slugs, breadcrumbs, content text.

Priority order: article titles → tags → slugs → breadcrumbs → content.

## 595. Enabling the 'Show Follow button' from KB Portal

Enable via: Settings > Knowledge base site > Article settings & SEO.

Toggle on 'Show Follow button' in Article header section.

Enabled by default for new Private/Mixed projects.

## 596. Using Follow articles and categories in KB Site

(No details provided)

## 597. Search attachments

Search PDF files (up to 10MB) within knowledge base.

Finds content even if file names don't match search terms.

Filters by categories, articles, API docs, files.

Requires "Show article files" toggle.

If "Show attachment tab" is off: limited to article content, titles, slugs, tags.

## 598. Advanced search

Filter results across multiple workspaces/languages.

Features: workspace, language, tags, contributors, date, category filters.

Enable via Knowledge base portal settings.

Filters include:
- Workspace (current, all, specific)
- Language (current, all, specific)
- Tags
- Contributor
- Date (preset/custom range)
- Categories

## 599. Search filters

Refine results by category, attachments, workspace, language.

Located to the left of search bar.

## 600. Search operator support

Use double quotes for exact phrases, minus signs to exclude terms.

Important: "-" excludes results; part of words require different handling.

## 601. FAQs

Advanced search covers all workspaces/languages with filters.

Hide home page search via header customization.

Exclude articles by hiding them.

External search engines handled separately.

Include API documentation via "All workspaces" filter.

RTL languages (Hebrew, Arabic) adjust search bar alignment.

Search behavior depends on default language when mixing RTL/LTR.

Enable "Include all workspaces in site searches" in Article settings for Document360 1.0 to search all workspaces.

## 602. Smart bars

Customizable banners in knowledge base site.

Convey info/announcements/updates.

Tailored to user location, browser, project language.

Enhance engagement and highlight updates.

## 603. Liking or disliking an article

Users provide feedback via like/dislike icons.

Improves content quality.

Multiple submissions allowed.

Undo feature: KB Site 2.0 projects only (requires migration).

## 604. Creating a new Smart bar

Create custom banners for knowledge base.

Configure content (text, formatting), appearance (position, color theme), visibility rules (URLs, IP, browsers, devices, language, project).

Edit/delete created Smart bars.

Supports global or language-specific display.

## 605. Liking or Disliking an article

Click icons at article end.

Liking is straightforward.

Disliking requires comment - both open feedback panels.

Options: comments, email update notifications.

Undo within 30 days (unless cache cleared).

Dislikes without comments aren't counted.

Analytics record active interactions only.

Switch like/dislike retains previous comments.

Consistent across Knowledge base widget.

30-day window for undoing actions in Public site.

## 606. Smart bar overview

Manage Smart bars via centralized interface.

Features: language selection, status toggles, previews, show/hide rules, edit/delete options, filters, new Smart bar creation.

## 607. Accessing ticket deflectors in portal

Reduce support tickets by enabling self-service resolution.

Improves user satisfaction and reduces workload.

## 608. Ticket deflectors overview page

Manage ticket deflection forms.

View titles, status, update history.

Create/clone/edit/delete forms.

Integrate with helpdesks.

Preview before publication.

Copy for sharing.

Limitation: main workspace and languages only.

Set to offline before deleting.

## 609. Cookie consent

Websites store small data pieces (cookies) in user browsers.

Consent required, especially under GDPR.

Document360 allows adding consent bar/popup for compliance.

## 610. Adding cookie consent message to knowledge base site

Enable via: Settings > Knowledge base site > Cookie consent.

Customize message for all/specific languages.

Format with basic tools.

Choose bar/popup banner.

Select position and theme (light, dark, custom colors).

Add CTA (text, button, icon).

Preview and save.

## 611. Adding Ticket deflectors in Header and Footer sections

Add forms to header/footer navigation and relevant sections.

Instructions cover primary/secondary navigation in header or basic/custom footer.

Forms must be activated.

Use copied links for other placements (articles, home pages).

Clone to duplicate forms.

Preview changes before publishing.

Delete inactive forms.

Copy link from: Settings > Knowledge base site > Ticket deflectors.

## 612. Adding a new ticket deflector

Route users to self-service resources (FAQs, guides).

If no solution found, direct to tailored contact form.

Business/Enterprise plans support multiple deflectors (up to 10).

## 613. Helpdesk configuration

Integrate with Freshdesk and Zendesk for direct ticket creation.

Configure via: Settings > Knowledge base site > Ticket deflectors.

Select platform (Freshdesk/Zendesk).

Enter credentials (API key, domain URL, agent email for Zendesk).

Validate and save.

## 614. Adding a new integration

Navigate to: Settings > Knowledge base site > Integrations.

Select app.

Choose Basic/Custom configuration.

Provide required information (Description, App ID).

Click "Add".

Check "Learn more" link for specific instructions.

## 615. Integrations in Document360

Over 25 third-party integrations across categories:

Analytics, chat, comments, marketing automation.

Supported by Professional, Business, Enterprise plans.

## 616. Creating a new Ticket deflector

1. Navigate to: Settings > Knowledge base site > Ticket deflectors. Click "New ticket deflector".

2. Configure Title, Slug, Description (max 150 chars). Adjust slug if needed. Ensure deflector is online.

3. Set up context questions (statements/prompts). Enable search options. Define next actions (contact form/article).

4. Add suggestions (optional): additional questions, answers, links to articles.

5. Customize contact form: mandatory fields (Email, First Name, Description). Optional: Last Name, Telephone. Allow attachments (max 5 files, 2MB each). Enable CAPTCHA. Set thank-you message (max 250 chars).

6. Configure ticket submission: email notifications (custom subject, recipients). Map deflectors to emails. Connect to helpdesk (Freshdesk) for automatic ticket creation.

7. Localize text via: Localization & Workspaces > Localization variables.

## 617. Editing or deleting an integration

Update credentials, description, status, App ID/URL via "Edit" on Integrations page.

Delete via "Delete" after confirmation.

Troubleshoot: check App ID/URL, internet connection, app-specific instructions.

Best practices: periodic review, keep integrations updated.

Add analytics scripts via Custom HTML in site settings.

## 618. Integration controls

Manage integrations via overview page.

Toggle status, view type, description, user involvement.

Categories:
- Analytics (9 tools)
- Chat (11 tools)
- Commenting (2 tools)
- Marketing automation (3 tools)

Notable options: Google Analytics, Intercom, Disqus, Zoho PageSense.

## 619. Code inclusion and exclusion conditions

Configure conditions (IP address, workspace, language) for integrated apps.

Target specific users/cases.

Use AND/OR logic to combine conditions.

Example: filter Google Analytics by IP, workspace, language for targeted data collection.

## 620. Integrating Document360 and LiveChat

Configure via Knowledge Base portal.

Select LiveChat integration.

Add description, LiveChat ID.

Optional: conditional code.

Enables LiveChat users to access Document360 knowledge base through chat interface.

## 621. Custom HTML

Add snippets for third-party integrations.

Navigate to: Settings > Knowledge base site > Integrations.

Choose insertion point (Header, Begin Body, End Body).

Paste code and save.

Appears on Integrations overview page.

Enables widgets based on placement.

## 622. Olark

Live chat tool integrates with Document360.

Features: visitor co-browsing, geolocation, browsing history, chat transcripts.

Improves communication, troubleshooting, support quality.

Available across Professional, Business, Enterprise plans.

## 623. LiveChat

AI-powered customer service tool.

Enables real-time communication.

Integrated with Document360 for instant support during knowledge base browsing.

Enhances user experience, reduces costs.

Plans: Professional, Business, Enterprise (details unspecified).

## 624. Obtaining the LiveChat ID

Existing users:
- Access LiveChat dashboard
- Click "Install"
- Find ID in manual installation snippet (prefix: `window.lc.license=`)

New users:
- Copy ID during initial setup
- Integrate with Document360 for chat functionality
- Enable bots for common queries

## 625. Obtaining the Olark ID

Log into Olark.

Navigate to: Settings > Channels > Installation Code.

Copy code.

Find `olark.identify()` function.

Copy 13-digit ID following it.

Use for Document360 integration.

## 626. Freshchat

Messaging platform for sales/customer engagement.

Supports AI chatbots.

Integrates with WhatsApp, Apple Business Chat, Facebook Messenger, LINE.

Features: consolidated inbox, AI self-service chatbots.

## 627. Integrating Document360 and Olark

Log into Document360 Knowledge Base portal.

Navigate to: Settings > Knowledge Base Site > Integrations.

Select Olark.

Enter Olark ID.

Add description.

Click "Add".

## 628. Integrating Document360 and Freshchat

Access Document360 Knowledge Base portal settings.

Select "Freshchat" integration.

Enter description.

Paste Freshchat token (from Freshchat dashboard: Settings > Admin settings > Configuration and Workflows > Web Chat Settings > Integration Settings).

Optional: configure code inclusion/exclusion rules.

Click "Add".

Enables searchable knowledge articles within Freshchat.

## 629. Chatra

Real-time chat software.

Integrate with Document360 knowledge base for instant customer support.

Reduces operational costs.

Improves customer satisfaction.

## 630. Integrating Document360 and Chatra

Integrate knowledge base with Chatra live chat.

Get Chatra ID.

Configure via: Document360 Settings > Knowledge base site > Integrations.

Add Chatra ID to Document360.

Optional: code inclusion/exclusion conditions.

Existing/new user ID retrieval instructions included.

Enables real-time support, targeted chats, visitor tracking.

## 631. Crisp

Centralized shared inbox platform.

Streamlines customer interactions.

Features:
- Cost efficiency: handle multiple conversations simultaneously
- Predefined answers: automated responses for common queries
- Enhanced communication: images, GIFs in messages

Integrates third-party tools across plans.

Scales from essential to advanced based on organizational needs.

## 632. Gorgias

Multi-channel helpdesk solution.

Integrates with business applications/channels.

Provides unified customer view.

Connects with Document360 knowledge base.

Streamlines customer query management.

## 633. Integrating Document360 and Gorgias

Get Gorgias ID from Gorgias platform.

Add as new integration in Document360 Knowledge Base portal settings.

Optional: configure conditional code inclusion (IP, Workspace, Language).

## 634. Doorbell

User-friendly chat software.

Collects, manages, analyzes customer feedback.

Enhances feedback with screenshot attachments.

Integrates with Document360.

Provides insights to improve customer interactions and conversions.

## 635. Integrating Document360 and Doorbell

(No details provided)

## 636. Obtaining the Gorgias App ID

Existing users:
- Log in
- Navigate to Settings > Channels > Chat
- Add new chat integration
- Install manually

New users:
- Copy Gorgias ID during LiveChat setup
- Integrate with Document360

Enables team collaboration and ticket management.

## 637. Sunshine Conversations

API-based CRM tool on AWS.

Handles customer communication via social media/messaging.

Integrates with Document360 knowledge base.

Streamlines communication.

Boosts engagement.

## 638. Integrating Document360 and Belco

Integrate knowledge base with Belco platform.

Get Belco Shop ID via Belco application setup/initial installation.

Configure via Document360 Knowledge Base portal.

Add description and Shop ID.

Optional: code inclusion/exclusion rules.

Log into Belco to manage chats.

Links chatbot interface to Document360 knowledge base for e-commerce users.

## 639. Belco

Real-time chat software.

Integrate with Document360 for instant customer support.

Manage multiple conversations simultaneously.

Enhances efficiency.

Reduces operational costs.

## 640. Kommunicate

Integration provides real-time customer support via chat.

Powered by AI chatbots.

Improves efficiency, reduces costs, enhances satisfaction.

Integrates AI chatbots for faster query resolution.

Improves support experience within knowledge base.

## 641. Integrating Document360 and Sunshine Conversations

Navigate to Knowledge Base portal.

Go to: Settings > Knowledge base site > Integrations.

Select Sunshine Conversations.

Add description.

Enter App ID.

Optional: code inclusion/exclusion conditions.

Click "Add".

## 642. Obtaining the Sunshine Conversations ID

Access dashboard.

Create new app.

Fill details, save app.

Navigate to app settings.

Find App ID in App Details section.

Optional: generate API keys in same menu.

## 643. Integrating Document360 and Kommunicate

Navigate to: Document360 Knowledge Base Settings > Integrations.

Select Kommunicate.

Add description.

Enter Kommunicate ID (from Kommunicate app).

Optional: configure code inclusion/exclusion (IP, workspace, language).

Click "Add".

## 644. Integrating Document360 and Google Analytics

Connect via Basic (standard ID) or Custom (snippet) configurations.

Basic requires Google Analytics ID.

Custom requires snippet.

Optional: code inclusion/exclusion (IP, Workspace, Language).

Navigate to: Document360 Settings > Integrations > Google Analytics (New).

## 645. Obtaining Google Analytics ID

Navigate to Google Analytics account.

Find "Tracking ID" in property settings.

Input ID into Document360 portal field.

Tracks key metrics: views, location, behavior.

## 646. Obtaining the Kommunicate App ID

Existing users:
- Navigate to Settings > Install in account
- New users: ID provided during installation

Crucial for Document360 integration.

Enables efficient chat management, lead qualification, 24/7 support.

## 647. Google Analytics (GA4)

Supported across plans.

Tracks metrics: conversions, traffic, user behavior.

GA4 uses Measurement ID ('G-') instead of GA3's 'UA-' Tracking ID.

Latest analytics evolution with enhanced data capabilities.

## 648. Obtaining Google Analytics ID (Measurement ID)

Go to: Google Analytics Admin > Property Settings > Data Streams.

Select stream, click Configure tag settings.

Copy 'G-' ID from top right of "Your Google Tag" section.

Paste into Document360 portal's Google Analytics ID field.

## 649. Google Tag Manager

Tag management system.

Easily update website/app tags for better analytics, marketing, remarketing.

## 650. Integrating Document360 and Google Analytics(GA4)

Track user interactions, popular articles, locations.

Requires Google Analytics account and ID.

Enable via: Settings > Knowledge base site > Integrations.

Choose Basic (Measurement ID) or Custom (custom events).

Optional: code inclusion conditions (IP, workspace, language).

## 651. Integrating Google Tag Manager with Document360

Select Basic or Custom configuration.

Basic requires Google Tag Manager ID.

Custom allows snippet code and conditional inclusion.

Both methods add tracking.

## 652. Heap

Product analytics tool.

Analyzes user behavior.

Provides event feeds, funnels, retention tools.

Improves product/marketing effectiveness.

## 653. Integrating Document360 and Heap

Select "Heap" in Document360 Integrations settings.

Choose Basic (needs Heap App ID) or Custom (custom event snippets, conditional code inclusion).

Provide description and Heap App ID for basic integration.

## 654. Obtaining Google Tag Manager ID

Existing users:
- Navigate to workspace section in Google Tag Manager account
- Find code snippet containing ID

New users:
- During initial setup, after container creation
- Receive code snippet with ID

Essential for Google Tag Manager integration.

Enables conversion tracking, site analytics.

## 655. Segment

Data platform simplifies third-party tool integration.

Efficient customer data collection, transformation, analysis.

Streamlines data management.

Teams spend more time utilizing insights than collecting data.

Key value: enhanced user behavior understanding, competitive advantage.

## 656. Obtaining the Segment ID

Navigate to Segment dashboard.

Find "Develop" section in left toolbar.

Copy Account SID from "Account info" section.

Needed for Document360 integration.

Enables better user understanding and knowledge base enhancement.

## 657. Obtaining Heap App ID

Existing Heap customers:
- Navigate to Account > Install in dashboard
- Select Web, copy Heap ID from snippet

New Heap customers:
- App ID provided during integration setup
- Access Heap account post-setup to view ID

Enables advanced analytics for user behavior analysis and product improvements.

## 658. Hotjar

User behavior analytics tool.

Offers heatmaps, session recordings, surveys.

Understands user interactions.

Provides product insights.

## 659. Integrating Document360 and Segment

Integrate via Settings > Integrations.

Choose Basic (Segment ID) for standard tracking.

Choose Custom (snippet code) for advanced event tracking.

Optional: set conditions for code execution.

Complete setup and verify functionality.

## 660. Integrating Document360 and Hotjar

Track user behavior via heatmaps and recordings.

Enhance knowledge base interaction insights.

Steps:
1. Navigate to Settings > Knowledge base site > Integrations
2. Select Hotjar
3. Choose Basic (Hotjar ID) or Custom (event codes)
4. Enter Description and Hotjar ID for Basic
5. Or add custom snippet for advanced tracking
6. Optional: set inclusion/exclusion conditions (IP, Workspace, Language)
7. Save configuration

## 661. Integrating Amplitude and Document360

Use Basic or Custom configuration.

Provide Amplitude API key.

Optional: code inclusion/exclusion conditions (IP, Workspace, Language).

Basic: straightforward.

Custom: custom events, advanced integrations.

Enable Session Replay with Autocapture via JavaScript snippet.

## 662. Obtaining the Hotjar ID

Navigate to Hotjar setup.

Click "Set up Hotjar" from left sidebar.

Locate snippet with `hjid` variable.

Copy ID.

Essential for heatmaps, surveys.

## 663. Amplitude

Product analytics tool.

Analyzes product usage data and user behavior.

Features: real-time analytics, flexible user segmentation, Microscope.

Integration plans:
- Professional: basic analytics, SEO tools
- Business: advanced analytics, customer support software
- Enterprise: custom tools, APIs, advanced analytics

## 664. FAQ

Amplitude tracks product usage.

Provides reports for optimization.

Tracks visitors.

Knowledge base platform manages content/users separately.

## 665. Obtaining the Amplitude API Key

New customers:
- Register at amplitude.com
- Receive API key during setup

Existing customers:
- Access project dashboard
- Go to Projects > General section
- Find and copy API key

## 666. FullStory

User-experience intelligence tool.

Offers real-time analytics, retention tracking, Magic Moments.

Reviews user sessions.

Plans:
- Professional: basic metrics
- Business: advanced analytics
- Enterprise: unlimited access

## 667. FAQs

Integrate FullStory for website analytics/recording.

Document360 uses FullStory ID.

Manages knowledge base content (categories, articles).

## 668. Obtaining the FullStory ID

Existing users:
- Navigate to dashboard
- Click work name dropdown
- Select Settings
- Find ID under "Install your FullStory snippet" using `window['_fs_org']`

New users:
- Access FullStory account segment post-integration
- View analytics, track site behavior

## 669. Integrating Document360 and FullStory

Navigate to Settings > Integrations.

Select FullStory.

Configure with Basic (description + ID) or Custom (snippet code).

Optional: set inclusion/exclusion conditions.

Click "Add".

## 670. Mixpanel

Event-based analytics tool.

Tracks user activity:
- Feature page conversions
- Sales funnel drop-off rates
- Effective referral sites

Focuses on user journey, not general site data.

## 671. Integrating Document360 and Mixpanel

Navigate to Integrations in Knowledge Base settings.

Select Mixpanel.

Choose Basic or Custom configuration.

Basic: add JavaScript via Document360 Customize site after setup.

Custom: add JavaScript directly in integration configuration.

Both options permit conditional code inclusion (IP, workspace, language).

## 672. Obtaining the Mixpanel ID

1. Log into Mixpanel account
2. Go to Settings > Set up Mixpanel
3. Copy displayed Mixpanel ID

Integration options:
- Basic: minimal setup, manual JavaScript later
- Custom: advanced tracking, direct code input during setup

Data transmission requires JavaScript implementation.

Customize for specific needs.

Test thoroughly (sandbox recommended).

Technical expertise may be needed.

## 673. VWO

All-in-one optimization platform.

Enables:
- Feature testing
- User intent extraction
- Push notification management
- Product roadmap creation/optimization

## 674. Integrating Document360 and VWO

Integrate knowledge base with VWO for A/B testing.

Get VWO Account ID from VWO account (new/existing).

Configure Document360 integration:
- Basic or Custom settings
- Optional custom events
- Code inclusion/exclusion conditions (IP, workspace, language)

Manage/run optimization tests through VWO interface.

## 675. Sample JavaScript Codes for Mixpanel Integration

Foundational code snippets for Mixpanel tracking in Document360.

Focus: page view and button click tracking.

Require customization for specific use cases.

Need Mixpanel ID for implementation.

Enhance event-based analytics for user behavior insights.

## 676. ZOHO PageSense

Website optimization/personalization platform.

Enables tracking, analysis, optimization.

Boosts conversion rates.

(No pricing/features detailed)

## 677. Integrating Document360 and Zoho PageSense

Navigate to Document360 Integrations settings.

Select Zoho PageSense.

Input Zoho PageSense ID (from Zoho PageSense Interface).

Optional: apply code inclusion/exclusion conditions.

Unified platform offers complete CRO solutions:
- Heatmaps
- A/B testing
- Form analytics
- Session recordings

## 678. Freshmarketer

Cloud-based marketing automation tool.

Features:
- A/B testing
- Heatmaps
- Funnel analysis

Enhances conversion optimization.

Identifies user behavior patterns and drop-offs.

Improves user experience.

Seamless access to analytics via Document360 integration.

## 679. Integrating GoSquared with Document360

Get GoSquared Project Token from GoSquared account.

Add token to Document360 Knowledge Base portal integrations.

Enables behavioral data analysis and chat features.

Uses Document360 user data for insights.

## 680. GoSquared

Platform to convert visitors into loyal customers.

Features:
- Analytics
- Live Chat
- Automation
- Customer Data Hub
- Now dashboard (real-time insights)
- Trend dashboard (historical insights)

## 681. Commento

Modern commenting system.

Fast, bloat-free, visually appealing.

Integrates with knowledge base website.

(Subscription tier details pending)

## 682. FAQ

Why integrate GoSquared with Document360?
- Multi-channel messaging
- Live chat for conversions
- Web analytics

Document360 is knowledge base platform enabling:
- Content creation/management (categories, articles, templates)
- File management
- Team account administration
- Site settings configuration (branding, domain, security)

## 683. Disqus

Multilingual commenting platform for Document360 articles.

Features:
- Design integration
- Moderation tools

Suitable for Professional, Business, Enterprise users.

## 684. FAQ

Fix '_This domain is not registered with Commento_' error:
- Navigate to Settings > Knowledge base site > Integrations
- Turn off Commento toggle

Two integration methods:

Method 1: Direct Integration
1. Navigate to Settings > Knowledge base site > Integrations
2. Select Commento under Comments, click Add
3. Enter description, set conditions (optional)
4. Click Add
5. Check Commento analytics, import Disqus comments

Method 2: Custom HTML Integration
1. In Commento, go to Staging tab > Installation Guide
2. Modify Universal Snippet URL to project domain
3. Copy code
4. In Document360, navigate to Settings > Knowledge base site > Integrations
5. Under Custom HTML, paste code at end of body
6. Click Add

Choose Method 1 for simplicity, Method 2 for customization.

## 685. Accessing the Extensions page

Navigate to: Knowledge Base portal Settings > Knowledge Base Portal > Extensions.

Filter by category:
- All extensions
- Helpdesk (Freshdesk, Zendesk, Intercom, Salesforce)
- Team collaboration (Slack, Microsoft Teams, Drift, Zapier, Make)
- Code repositories (GitHub)
- Translation & browser (Chrome, Crowdin, Phrase)

Click "Connect" on desired extension tile.

## 686. Freshdesk

Integrates with Document360 knowledge base.

Support agents access/use articles directly within Freshdesk.

Improves efficiency.

Agents create Document360 articles from Freshdesk.

## 687. Document360 Extensions - Getting started

Extensions enhance Knowledge Base through third-party integrations.

Enable connected workflows.

Available across Professional, Business, Enterprise plans.

Direct access, management, sharing from other tools.

Reduces app switching.

Improves team collaboration.

## 688. Feature highlights

Freshdesk integration enables agents to:
- Search/share knowledge base articles directly
- Create articles from ticket responses

Streamlines support workflows.

Provides quick access to relevant information.

Allows knowledge base updates without leaving Freshdesk.

## 689. Freshservice

(No details provided)

## 690. Basic configuration steps

Integrate Document360 & Freshservice:

1. Generate Document360 API token, copy it
2. Access Freshservice
3. Find Document360 app in marketplace
4. Paste token, click "Install"
5. Repeat for multiple knowledge bases

## 691. Zendesk

Integrates with Document360 knowledge base.

Support agents access/create articles directly within Zendesk.

Improves response times, article creation efficiency.

## 692. Basic setup guide

(No details provided)

## 693. Basic setup guide

Connect Document360 to Zendesk:

1. Install app from Zendesk Marketplace
2. Generate API token in Document360
3. Paste into Zendesk setup
4. Enter title, restriction settings (optional)

## 694. Feature highlights

Search and Share Articles:
- Access Document360 sidebar from Freshservice tickets
- Auto-suggestions based on ticket titles
- +Link to add URLs
- +Content to paste full articles
- Automated search recommends articles using ticket title

Create Articles:
- Direct creation/publishing from Freshservice
- Text editor with formatting (H2/H3, bold, italic, lists)
- Insert features (code blocks, hyperlinks, images)
- Note: Cannot create new categories via Freshservice

## 695. Create an article on Knowledge base from Zendesk

Create articles directly from Document360 app.

No extra team accounts needed.

Click "Create Article", input title/category.

Write content in Markdown, publish.

Quick launch feature for linking/inserting articles in Zendesk chat replies.

## 696. Search and share articles on ticket responses

Document360 app in Zendesk allows instant search/sharing while responding to tickets.

Automatic article search based on ticket title or via search bar.

Preview articles, choose to:
- Link them
- Insert full content
- Open in new tab

Enhances efficiency without tab switching.

## 697. Zendesk federated search

Setup via: Settings > Knowledge base portal > Extensions > Zendesk > Setup.

Configure under "Zendesk federated search":
- Provide Zendesk subdomain
- Admin email from Zendesk support addresses
- API token from Zendesk API settings

Validate details.

Select workspace/language for syncing.

Save configuration.

Enables searching Document360 articles within Zendesk as external sources.

## 698. Intercom

Integrates with Document360.

Enables real-time customer support.

Agents search/share knowledge base articles within Intercom chats.

Requires valid Intercom account and workspace ID.

## 699. Removing Document360 from Zendesk

Uninstall via: Apps and integrations > Zendesk Support apps.

Locate Document360 app.

Hover to access settings icon.

Click "Uninstall", confirm.

## 700. FAQ

Can push multiple articles from Zendesk to Document360 simultaneously?

No - transfer one article at a time.

## 701. Search for and share articles in chat response

Share knowledge base articles in Intercom chat:

1. Click Document360 icon
2. Search relevant article
3. Choose from list
4. Send to customer

Customers:
- Click article assistant to open in new tab
- Or send Article search app assistant for self-initiated searches

## 702. Article search app assistant

Integrates with Intercom for article creation.

Users create articles by filling title, body, category.

Mirrors Document360 portal creation process.

## 703. Salesforce

Enterprise plan add-on feature only.

Support agents access/create knowledge base articles directly within Salesforce console.

## 704. Basic setup guide

Connect Salesforce with Document360:

1. Create Salesforce account via signup page
2. Verify account, choose plan
3. Install Document360 app from AppExchange
4. Select environment (Production/Sandbox), user access level
5. Add Visualforce page in Salesforce Developer Console using provided code snippet

## 705. Authorize Salesforce integration from Document360 portal

Connect via: Settings > Knowledge Base Portal > Extensions > Salesforce.

Purchase Salesforce add-on if needed.

Choose live/sandbox environment.

Click "Connect", "Allow" in authorization window.

Confirm connection status in Salesforce assistant.

View configuration details/delete connection if needed.

Salesforce is separate purchase within Document360 project.

## 706. Searching and managing Knowledge base content in Salesforce

Use "Knowledge Base" tab in Salesforce.

Search/view articles/categories.

Select workspaces/languages via dropdowns.

Search by name, content, tag, slug.

Filter results by name.

Click article/category opens Reader View with options:
- Copy links
- Open articles on site
- Copy excerpts for reuse

Quick access via "Copy link"/"Open site" icons.

"Filter" field refines searches.

Category manager aids content organization.

## 707. Cases page

Enterprise Salesforce plan only.

Integrate Document360 with Cases.

Direct agent access to knowledge base articles.

Accelerates case resolution.

Other plans unsupported.

## 708. Integrating Document360 and Cases home page

Embed Visualforce component in Cases.

Customize component size in Lightning App Builder.

Create/manage articles directly within Salesforce.

Accessible from cases.

Articles drafted initially.

Require admin/owner approval for publishing.

## 709. Recommendations

Document360 automatically recommends articles based on case subject keywords.

Display includes:
- Title
- Snippet
- Copy options
- Open in new tab links

Users customize workspace/language for filtering.

Displays up to 5 articles.

## 710. FAQs

Document360-Salesforce integration uses REST APIs.

Authentication via API keys, OAuth tokens, secure methods.

Custom fields map to Salesforce custom objects.

Document versioning tracks changes, updates Salesforce records.

Security includes encryption, secure authentication, role-based access, compliance.

Upgrading requires reviewing API changes, testing staging, ensuring compatibility.

Salesforce acts as Identity Provider (IdP) via SAML/OpenID for Single Sign-On.

## 711. Commands and uses

Document360 integrates with Slack via `/doc360` commands.

Search articles: `/doc360 search query`

Select version/language for results.

Open/link articles directly in Slack.

Create articles: `/doc360 create Title`

Use Markdown editor.

Select version/category.

Articles created in draft form.

Cannot create categories from Slack.

## 712. Slack

Cloud-based communication platform.

Enables team collaboration.

Integration allows:
- Direct knowledge base access
- Article search
- Documentation creation
- Markdown editor for any version/language

## 713. Basic setup guide

Connect Document360 with Slack:

1. Navigate to Knowledge base portal settings
2. Select Extensions
3. Find Slack, click Connect
4. Grant workspace access
5. Confirm connection

## 714. Removing Document360 app from Slack workspace

Remove via Slack App Directory:

1. Select Manage
2. Choose Document360
3. Find "Remove application"
4. Click it

Contact support@document360.com if needed.

## 715. Teams and Document360

Integrate for seamless article search/sharing within Teams.

Eliminates context switching.

## 716. Basic setup guide

Connect Document360 to Microsoft Teams:

1. Add Document360 app to Teams
2. Generate API key in Document360 knowledge base portal
3. Add API key in Teams app
4. Access knowledge base via `/Document360` command
5. Uninstall by right-clicking app

## 717. Microsoft Teams

Collaboration platform.

Streamlines messaging, document sharing, team discussions.

Enterprise plan supports MS Teams extensions integration.

Professional/Business plans unsupported.

## 718. Searching and Sharing Articles

Search/share Document360 articles within Teams.

Use app logo or `/Document360search` command.

Select articles from results.

Customize share messages.

Send to contacts/channels.

## 719. Drift

Integrate Drift (conversational messaging) with Document360.

Support agents share articles directly within Drift chats.

Improves response time.

Streamlines customer support.

## 720. FAQs

Microsoft Teams lacks built-in Knowledge base feature.

Integrate platforms like Document360 for this purpose.

Share knowledge base content (articles, links, files) directly in Teams chats/posts.

Add Teams extension for non-readers using API token.

Enables communication between applications.

## 721. Zapier - Setup guide

Integrate Document360 with other apps via Zapier.

Requirements:
- Zapier account
- Connected account in other app

Zapier automates workflows between applications.

Refer to Zapier's getting started guide for detailed setup.

## 722. Basic setup guide

Integrate Drift with Document360:

1. Obtain JavaScript code:
   - Sign up for Drift, log in
   - Go to Settings > App Settings > Install
   - Select JavaScript, copy script
   - Existing users skip steps 1-2

2. Set up Drift Chat:
   - Paste JavaScript into Document360's Custom CSS & JavaScript section
   - Under Knowledge base settings

3. Configure knowledge base:
   - Connect via Extensions section
   - Authorize
   - Use /doc360 slash commands to search/share articles

## 723. Zapier use cases for Document360

Connects Document360 to various applications.

Enables workflow automation.

Key integrations:
- Google Docs, Sheets, Drive
- Trello, GitHub, Confluence
- CRM platforms (Zoho, Pipedrive, Hubspot, Asana, monday.com)
- Typeform, email (Gmail, Mailchimp)

Streamlines document management, task/project execution.

Automated data transfer, updates, notifications between apps via API rules.

## 724. Integrating Google Docs with Document360

Automate content flow from Google Docs.

Connect platforms via Zapier.

Map Google Docs fields (title, content) to Document360.

Test connection.

Configure trigger events in Google Docs (e.g., new documents).

Create new articles in Document360 automatically.

Saves manual transfer time/effort.

## 725. Integrating Google Docs with Document360

Enterprise plan exclusive.

Via Zapier extensions.

Seamless document management.

Automates workflows.

Enhances collaboration through centralized documents.

Streamlines operations.

Requires appropriate security measures.

## 726. Integrating Google Sheets with Document360

Automate syncing article additions to Google Sheet.

Connect via Zapier.

Create "Zap" triggering on new articles.

Automatically add details (mapped attributes) to specified sheet.

Requirements:
- Sign into Zapier, Document360, Google accounts
- Select trigger/action events
- Map columns

Re-selection required if sheet names change.

Supported in Business/Enterprise plans.

## 727. Zap overview

Delete Zap via Zapier dashboard:

1. Locate desired Zap
2. Click arrow
3. Select "Turn off and delete Zap"

Permanently removes Zap.

Note: Google Sheets setup required, detailed separately.

## 728. Integrating Document360 with Google Drive

Seamless file access, linking, management, sharing within Document360.

Improves collaboration.

Enhances documentation workflows.

## 729. FAQ

Spreadsheet vs. worksheet:
- Spreadsheet: overall file in Google Drive
- Worksheet: specific tab within file for data entry/management

## 730. Zap overview

Zapier automates workflows between web apps.

View/edit/delete Zaps on overview page.

Delete via Zapier dashboard:
1. Click arrow next to Zap
2. Select "Turn off and delete Zap"

## 731. Integrating Trello with Document360

Automate documentation task management.

Sync article publishing events to Trello cards.

Includes attributes: content, contributor, publish date.

Configure triggers (Document360 publishing) and actions (Trello card creation) via Zapier.

Ensures consistent updates across platforms.

Improves documentation team efficiency.

## 732. Integrating Document360 with Google Drive

Automate workflows between platforms via Zapier.

Create Zap:
1. Connect Document360 as trigger
2. Connect Google Drive as action
3. Obtain API token from Document360 Zapier extension
4. Configure action to upload files to specific Drive folder
5. Test integration

Publish Zap for automatic file syncing.

Saves time.

Streamlines document management.

## 733. Zap overview

View/edit Zaps from overview page.

Delete via Zapier dashboard:
1. Select desired Zap
2. Click arrow icon
3. Choose "Turn off and delete Zap" to remove permanently

## 734. Integrating Trello with Document360

(No details provided)

## 735. Integrating GitHub with Document360

Automate content creation triggered by GitHub commits.

Connect GitHub via Zapier trigger.

Connect Document360 via API token.

Map fields:
- Title
- Content
- Version
- Language
- Category
- Publish Status

Test Zap, activate for seamless synchronization.

Articles created reflecting GitHub code changes.

## 736. Zap overview

Automates Document360 article creation from GitHub commits.

Delete via Zapier dashboard:
1. Find Zap
2. Select "Zap actions"
3. Choose "Delete"

View Zaps from overview page.

## 737. Integrating Confluence Server with Document360

(No integration details provided)

## 738. Zap overview

Creates Document360 articles from Confluence Server pages.

Delete via Zapier dashboard:
1. Locate Zap
2. Click "Zap actions" → "Delete"

## 739. Integrating GitHub with Document360

Enterprise plan supports Zapier extensions.

Automate GitHub-Document360 workflows.

Trigger actions based on GitHub events (commits, pull requests).

Connect repositories via API tokens.

Automate tasks:
- Article creation for new features
- Updates for resolved issues

Ensure security via limited permissions.

Monitor integration for smooth operation.

## 740. Integrating Zoho CRM with Document360

Automate knowledge base article creation.

Trigger: new leads/contacts in Zoho CRM.

Action: create Document360 article.

Connect via Zapier.

Configure API tokens.

Map fields (version, language, article, publish status).

Test and publish Zap.

Results in new Document360 article for each Zoho lead/contact.

## 741. Integrating Confluence Server with Document360

Automate content synchronization via Zapier.

Create Zap with:
- Confluence Server as trigger (e.g., "New Page or Blog Post")
- Document360 as action (e.g., "Create Article")

Connect platforms:
- Authenticate accounts
- Generate Document360 API token

Customize Zap by mapping fields:
- Workspace
- Language
- Category
- Publish status

Test integration.

Ensure seamless article creation in Document360 when Confluence updates.

Eliminates manual effort.

## 742. Zap overview

View/edit existing Zaps.

Delete via Zapier dashboard:
1. Navigate to dashboard
2. Select desired Zap
3. Click arrow icon
4. Choose "Turn off and delete Zap" for permanent removal

## 743. Integrating Pipedrive with Document360

<table>
<thead>
   <tr>
      <th>Professional</th>
      <th>Business</th>
      <th>Enterprise</th>
   </tr>
</thead>
<tbody>
   <tr>
      <td></td>
      <td>✓</td>
      <td>✓</td>
   </tr>
</tbody>
</table>

Integrate via Zapier extensions.

Business/Enterprise plans supported.

Efficient CRM-knowledge base automation.

## 744. Integrating Zoho CRM with Document360

Ensure Enterprise plan for Zapier support.

Connect platforms to Zapier.

Create zap:
- Zoho CRM as trigger
- Document360 as action

Map fields, test, enable, monitor.

Enhances data synchronization.

Improves customer support efficiency.

## 745. Integrating Hubspot with Document360

Available across tiered plans (Professional, Business, Enterprise).

Automates workflows via Zapier extensions.

Manages marketing, controls sales processes.

(Functionality/pricing details needed)

## 746. Integrating Pipedrive with Document360

Connect via Zapier for automatic knowledge base article creation.

Trigger: new leads/contacts in Pipedrive.

Action: create Document360 article.

Authenticate both platforms in Zapier.

Customize field mappings:
- Title
- Content
- Version
- Language
- Category
- Publish status

Test integration.

Publish Zap.

Ensures seamless documentation of lead/contact information.

## 747. Integrating HubSpot with Document360

Automate support ticket resolution.

Create Document360 articles based on new HubSpot tickets.

Connect platforms via Zapier.

Enable automated workflows when related article missing.

Key steps:
1. Connect HubSpot and Document360 accounts in Zapier
2. Map fields (ticket title/description, workspace, language)
3. Test and activate Zap

Use Document360 API token for connection.

## 748. Zap overview

Automatically creates Document360 article for each new Pipedrive sales deal.

Manage/delete Zaps via Zapier dashboard.

## 749. Integrating Asana with Document360

Automate adding Asana-created articles to Document360 Knowledge Base.

Connect accounts via Zapier.

Map article fields (title, content).

Configure trigger/action within Zapier.

Test and publish.

Key steps:
- Obtain API tokens
- Select Asana project/workspace
- Choose Document360 location for article

## 750. Zap overview

Creates Document360 articles from new HubSpot support tickets.

Manage/edit Zaps via Zapier dashboard.

Delete Zaps:
1. Navigate to dashboard
2. Click Zap actions icon
3. Select "Delete"

## 751. Integrating Asana with Document360

Streamline project management, task tracking, collaboration.

Integrate via Zapier.

Check Document360 plan support for Zapier.

Set up Zaps:
- Trigger actions (e.g., create Asana tasks when articles published)
- Streamline workflow

## 752. Zap overview

Creates Document360 articles from new Asana tasks.

Manage Zaps via Zapier dashboard.

Delete process:
1. Navigate to dashboard
2. Select desired Zap
3. Click delete

## 753. Integrating Monday.com with Document360

Automate content transfer from Monday.com.

Connect platforms via API tokens.

Map necessary fields (title, content).

Test automated article creation in Document360.

Publish Zap for continuous content flow.

Key tools: Monday.com, Document360, Zapier.

## 754. Integrating Monday.com with Document360

Streamline workflows via Zapier integration.

Common use cases:
- Automate document creation/updates when tasks added/completed

Key benefits:
- Reduced manual work
- Improved collaboration
- Minimized errors

Setup:
- Define triggers in Monday.com
- Define actions in Document360
- Within Zapier

Ensure platform compatibility.

Check for pre-made Zaps.

Secure data transfer.

Enhances productivity through task-documentation synchronization.

## 755. Integrating Typeform with Document360

Automate transferring Typeform responses to Document360.

Connect accounts via Zapier.

Map Typeform fields to Document360 article attributes.

Generate API token.

Test then publish Zap.

Streamlines knowledge base updates.

## 756. Integrating Gmail with Document360

Automatically notify stakeholders of new articles via Gmail.

Use Zapier to connect platforms.

Configure email settings (recipients, subject, body).

Detailed steps:
- Document360-Gmail connection
- Trigger setup (new article creation)
- Action setup (email sending)
- Zap testing/publishing

Customize email contents/attachments per notification.

## 757. Zap overview

Automatically creates Document360 articles from new Typeform entries.

Manage Zaps via Zapier dashboard.

View, edit, delete via:
1. Zap actions icon
2. Select delete

## 758. Integrating Gmail with Document360

Supported via Zapier extensions.

(Plan details unspecified)

Gmail features:
- Powerful search
- Spam filtering
- Google service integration

Versatile communication/collaboration tool.

## 759. Zap overview

View/edit created Zaps.

Delete via Zapier dashboard:
1. Click Zap actions icon
2. Select Delete

Screenshot illustrates process (may not load).

## 760. Integrating Document360 with Mailchimp

Automate Mailchimp marketing campaigns via Zapier.

Configure trigger (Document360 updates) and action (Mailchimp campaigns).

Map audience, subject, email content fields.

Generate Document360 API token for authentication.

Test and publish Zap for automated content communication to subscribers.

## 761. Make - Setup guide

Integrate Make with Document360.

Requirements:
- Make account
- Account in other app

Make automates workflows (Scenarios) between platforms.

## 762. Integrating Mailchimp with Document360

Mailchimp is robust email marketing platform.

Features:
- Contact list management
- Interaction tracking
- Audience insights

Supported across Professional, Business, Enterprise plans via Zapier.

Automate tasks:
- Sync new users
- Send notifications for new articles

Enhances marketing efficiency/documentation processes.

## 763. Make use cases for Document360

Integrate with popular tools (Asana, Monday.com, Typeform, Google Docs, Jira) via APIs.

Enable seamless document management/workflow automation.

Connect document creation/management activities within Document360 to:
- Tasks
- Projects
- Other workflows in integrated applications

Centralized platform (Document360) maintains consistent records.

Link related actions across tools.

## 764. Zap overview

Create Mailchimp campaigns from new Document360 articles.

View/edit Zaps on overview page.

Delete via Zapier dashboard:
1. Click actions menu
2. Select delete

## 765. Integrating Asana with Document360

Streamline project management, task tracking, collaboration.

Supported across Professional, Business, Enterprise plans.

Asana provides centralized platform for:
- Work organization
- Progress tracking
- Accountability in documentation projects

## 766. API key generation in Document360

Generate via: Settings > Knowledge base portal > Extensions.

Select Team Collaboration section.

Click "Connect" on Make extension tile.

Obtain Token for connecting to third-party apps.

Copy and secure Token for integration.

## 767. Integrating Monday.com with Document360

Plans support integration via Make extensions.

Streamline content creation/collaboration.

Leverage Monday.com's organization/tracking features.

(No specific details provided)

## 768. Integrating Typeform with Document360

(Insufficient details for meaningful summary)

## 769. Integrating Typeform with Document360

Automate article creation triggered by new Typeform submissions.

Configure Make scenario:
- Connect Typeform (specify form ID, desired fields)
- Connect Document360 (API key)

Map Typeform response fields to Document360 article title/content.

Test and schedule scenario for automated data flow.

## 770. Integrating Monday.com with Document360

Quickly connect via Make (Integromat).

Setup:
1. Create scenario in Make
2. Authenticate platforms with API tokens
   - Monday.com token from profile
   - Document360 key from Make extension
3. Link modules to trigger actions
4. Test integration

Schedule and activate workflow for seamless automation.

## 771. Integrating Document360 with Google Docs

Integrate via Make.

Create Make scenario:
- Monitor Google Docs (e.g., new documents in specific folder)
- Trigger Document360 action (e.g., create article)

Configure criteria:
- Document folder
- Execution frequency
- API tokens

Test and schedule integration for automated workflow.

## 772. Integrating Jira with Document360

Plans exist for integration across:
- Professional
- Business
- Enterprise tiers

(Current details unspecified)

## 773. Integrating Jira with Document360

Integrate via Make.

Create scenario connecting platforms via APIs.

Map Jira task fields to Document360 article attributes.

Configure triggers for new Jira tasks to create Document360 articles.

Schedule integration for continuous operation.

Test thoroughly.

Requirements:
- Make account
- Jira API token
- Document360 API key

## 774. Feature highlights

Document360 Chrome extension features:

- Easy launch with customizable positioning
- Quick launch label for access
- "Page Help" tab: search/view articles in reader view (copy, open, expand options)
- "Knowledge base" tab: complete tree-view access to integrated articles
- Browse/view in reader view

## 775. Removing Document360 extension in Chrome

Two methods:

1. Visit Chrome Web Store Document360 page. Click "Remove from Chrome".

2. Right-click Document360 icon in Chrome. Select "Remove from Chrome". Confirm.

## 776. Chrome

Document360 Chrome extension available in Chrome Web Store.

Enables access/search of knowledge base articles/categories via API key.

Integration plans listed for Professional, Business, Enterprise tiers.

(Details pending)## 777. Crowdin

Document360 integrates with Crowdin's localization platform.

- Professional plans: extension not supported
- Business plans: requires add-on
- Enterprise plans: included
- Crowdin account required

## 778. Chrome extension: setup

Setup steps:

1. **Install:**

- Open Chrome
- Visit Chrome Web Store
- Search Document360
- Click "Add to Chrome"
- Confirm with "Add extension"

2. **Manage:**

- More (> ) > Extensions > Manage Extensions
- Requires Google account (guests can't add extensions)
- For Incognito: enable "Allow in Incognito" in Manage Extensions

3. **Configure API key:**

- Click Document360 icon (top right)
- Enter API key in side window
- Get key from Document360 portal:
  - Settings > Knowledge Base Portal > Extensions
  - Select Chrome extension > Details
  - Copy Internal Integration Token
  - Paste in extension window > Save

## 779. FAQ

Document360 Chrome extension lets users access articles and categories from their knowledge base. Features include search, viewing, and navigation. API enables software communication. Crowdin integration available for translation.

## 780. Push to Crowdin from Document360

Push content updates directly from Document360 to connected Crowdin project.

- No platform switching needed
- Automatic synchronization of latest changes
- Timestamps for translation actions
- View translation progress on Crowdin
- Team collaboration for edits/reviews
- Only synced categories/articles eligible

## 781. Phrase

Phrase extension: Enterprise-only feature.

Enables multilingual content translation with high accuracy, speed, and scalability. Potential benefits include resource savings and increased customer engagement.

## 782. Basic setup guide

1. Create Crowdin enterprise project (matching name, source language, target languages)
2. Generate Document360 API token
3. Integrate with Crowdin
4. Obtain Crowdin API token
5. Configure in Document360
6. Sync categories/articles (project names must match)
7. Machine translations enabled by default (customizable)

## 783. Language Configuration

Configure default language and script direction:

- Workspace settings > choose language
- Set as default
- Toggle LTR/RTL
- Save changes

## 784. Translation Configuration

Configure translation:

- Knowledge Base portal > Extensions > Phrase > Details
- Select workspace, languages, articles
- Click "Translate"
- Monitor status: "Yet to initiate", "Translated", "Failed", "In Progress"
- Refresh and filter to check status
- Translated articles move to Advanced WYSIWYG editor (unrecoverable)
- Supports single/multiple workspace selection

## 785. Setting up Phrase Translation Service

- Settings > Knowledge base portal > Extensions
- Connect to Phrase
- Create configuration with API token
- Select workspaces > Create
- Use Resync for language changes

## 786. FAQ

Document360 subscriptions don't include Crowdin translation services. Integration possible via API. API: communication rules between software applications.

## 787. FAQ

Translation options limited to project-supported languages.

## 788. General project settings

"Project settings" page customization options:

- Project details
- Editor preferences
- File formats
- Analytics rules

Settings apply broadly across user roles.

## 789. Accessing the Project settings page

Path: Settings > Knowledge base portal > General

Configure:

- Project name, country
- Editor: Markdown or WYSIWYG
- "Remember state": enable/disable UI state retention
- Review reminders
- Drive settings (media format restrictions)
- Analytics (IP exclusions)
- Support access

Save changes when done.

## 790. Preview Translated Content

- Documentation > set workspace language to match translation
- Preview unpublished articles via preview option
- View published articles in knowledge base
- Requires Phrase subscription

## 791. Accessing team auditing

Path: Settings > Knowledge base portal > Team auditing

- Filter by event, date, or user
- Refresh for updates
- Export as CSV
- Display limit: 20 records at a time

## 792. Localization - Getting started

Localization available across all plans (add-ons may apply).

Translate content, visuals, and cultural elements (units, dates).

Options:

- Manual translation
- Machine translation + human review

Recommendations:

- Prioritize languages by customer demographics
- Use single multilingual workspace (security/access benefits)
- Style guides/glossaries for consistency
- Regular content updates
- Track metrics: engagement, support tickets, satisfaction
- Consider third-party tools like Crowdin## Team auditing

Track actions performed by team accounts (adding/updating articles, changing settings).

Useful for tracing activities like restoring deleted articles or reviewing changes during product releases.

Access: Owners, Admins, and users with custom roles only.

## 793. Setting up a Multi-lingual knowledge base

Two options:

- Single project with multiple languages
- Separate language-specific knowledge bases

## 794. Setting up the audit configuration

Path: **Settings > Knowledge base portal > Team auditing**

Options:

- Enable **All events** toggle to monitor everything
- Select specific event categories from modules:
  - Documentation editor
  - Drive
  - Knowledge base portal settings
  - Site settings
  - Widget settings
  - Users & security
  - Tools settings

Each module tracks various actions (article updates, folder changes, site design modifications, user management, etc.).

Filter audit data by user, event, or date range. Updates in real-time.

Access restrictions possible based on roles.

Auditing doesn't recover deleted content but provides detailed logs.

## 795. Adding multiple languages to a single version

Two methods:

**Method 1**: Edit existing workspace
- Select languages
- Set defaults
- Change display names

**Method 2**: Add new workspaces
- Start with machine translation
- Requires manual translation

Key details:
- Updates may take up to 15 minutes due to caching
- Each language requires manual updates
- Cannot delete or hide default language
- Both methods require manual translation effort

## 796. **FAQ(s)**

**Document360 TLDR**: 
- Supports 49 languages (5/3/2 based on plan)
- No auto-translation between languages
- Bulk translation needed via "All articles" section
- Three components: CMS, online library, public website

## 797. Available languages

48 languages supported including:
- Major: English, Spanish, French, Chinese, Japanese, Korean
- Regional variants: English (US/UK), Chinese (Simplified), Portuguese (Brazil)

## 798. Defining workspaces and their role

Projects = central knowledge hubs.

Workspaces = specialized areas within projects (plan-limited).

Organize documentation by audience (internal/external) or product lines.

## 799. Localization variables

Tailor text across Knowledge Base portal by language.

Path: Settings > Knowledge Base Portal > Localization & Workspaces > Localization Variables

Process:
- Select language
- Update variables in accordion sections (Eddy AI, Accessibility, etc.)
- Save changes

Key details:
- Updates may take up to 15 minutes due to caching
- Each language requires manual updates

Examples: Customizing "Search" or "In this article" labels.

## 800. Workspaces

Create multiple distinct knowledge bases within a single project.

Cater to diverse audiences or documentation needs.

Keep content organized, accessible, and relevant.

## 801. Benefits of using workspaces

- Ensure relevant information reaches specific audiences
- Improve content organization
- Facilitate team collaboration through structured peer reviews

## 802. Starting with Workspaces

Document360 creates default workspace ("v1") automatically.

Multiple workspaces streamline documentation targeting.

## 803. Use cases of workspaces

- **Product-specific documentation**: Separate workspaces for multiple SaaS products
- **Audience-specific documentation**: Dedicated workspaces for different user roles (developers, end-users, administrators)
- **Internal/external separation**: Different workspaces for support teams vs. customers

## 804. Troubleshooting

404 errors with secondary workspaces usually mean:
- Workspace is private
- No published articles
- Articles are hidden

Ensure workspace is public with at least one published article.

Workspace status directly impacts visibility.

Subscription tiers affect available workspaces and features (backup/restore).

## 805. Purchasing workspaces from Localization & Workspaces

Steps:
1. **Settings** > **Knowledge base portal** > **Localization & Workspaces** > **Localization & Workspaces**
2. Click **buy more** link (Owner role required)
3. Adjust workspace count in **Purchase add-on** window
4. Review **Amount due**
5. Confirm payment
6. Download invoice

Alternative: Purchase through Billing section.

## 806. Backup and restore

Daily automatic backups at 00:00 UTC.

Manual backups also possible.

Restore components:
- Documentation
- API docs
- Homepage builder
- Custom CSS & JavaScript

Recover lost/altered content from latest backup.

## 807. Restoring from a Backup

Path: Settings > Knowledge Base Portal > Backup & Restore

Process:
1. Select desired backup
2. Choose elements to restore (documentation, API, Homepage, CSS, JS)
3. Compare Custom CSS/JS versions before restoring
4. Click "Restore"
5. Confirm
6. Wait for "Backup restored" message

## 808. Adding a new workspace

Path: **Settings > Knowledge base portal > Localization & Workspaces > Localization & Workspaces**

Steps:
1. Click **Add workspace**
2. Choose workspace type
3. Enter name (max 30 alphanumeric/hyphen characters)
4. Customize URL
5. Select status: Main (default, public), beta, public, or deprecated
6. Option to create new workspace or copy existing content
7. Configure languages (default, display name, right-to-left, visibility)
8. Click **Add**

## 809. Creating a manual backup

Path: **Settings** > **Knowledge base portal** > **Backup and Restore**

Steps:
1. Click **New backup**
2. Enter backup name
3. Click **Backup**
4. Backup added to log when complete

## 810. Restore options

Restore components:
- Documentation
- API docs
- Homepage
- Custom CSS/JS

Options:
- Select specific elements or restore everything
- Preview before restoring

Backup retention: 90 days.

Cannot manually delete backups.

Compare and copy code snippets for custom CSS/JS.

## 811. Webhook notification channel

Send real-time notifications (e.g., to Slack) about knowledge base updates.

Automate information sharing between applications.

## 812. Accessing notification channels

Path: Settings > Knowledge base portal > Notifications > Notification channels

Available channels:
- Webhook
- Slack
- Microsoft Teams
- SMTP (email)

SMTP channel is pre-configured and cannot be deleted.

Edit, delete, or add new channels.

## 813. Slack notification channel

Configure Slack notifications for new articles and document updates.

Real-time updates for support teams.

Available across all subscription plans.

## 814. Notifications

Setup notification channels for project changes.

Supported channels: email, Slack, Teams, webhooks.

Available across Professional, Business, Enterprise plans.

Real-time updates for users (project managers, etc.).

## 815. Setting up Slack notification channel

Steps:
1. Create Slack app
2. Activate incoming webhooks
3. Copy generated webhook URL
4. Configure channel in Document360 settings
5. Specify "Friendly name" and webhook URL
6. Optionally map specific notifications in Notification Mapping

## 816. Microsoft Teams notification channel

Receive real-time notifications about knowledge base updates.

Available across subscription tiers.

## 817. Setting up a Webhook notification channel

Path: Settings > Notifications > Webhook

Configuration:
- Friendly name
- Request method (POST/PUT)
- URL
- Format
- Headers
- Authorization (if needed)

Save and map notifications.

## 818. SMTP notification channel

Configure SMTP to send email notifications about knowledge base updates.

Covers portal, site, and widget changes.

Instant alerts to team members.

## 819. Setting up the SMTP notification channel

Path: Settings > Knowledge base portal > Notifications > New channel > SMTP

Steps:
1. Input descriptive name
2. Enter recipient emails (semicolon-separated)
3. Save
4. Map events to trigger notifications

## 820. Notification mapping

Configure alerts for updates (documentation, security, analytics).

Works across Professional, Business, Enterprise plans.

Automate updates without manual checking.

Table is empty - no specific mapping details available.

## 821. Mapping Notification channels to events

Path: Knowledge base portal > Notifications

Process:
1. Enable events (all or specific modules/events)
2. Map events to desired channels (email, Slack, etc.)

Default: All events off.

Enable specific events like "Analytics weekly mail" per module.

Each enabled event requires at least one assigned notification channel.

## 822. Notification history

Track delivery statuses of alerts sent to configured channels.

Monitor delivery and troubleshoot failures.

Ensure critical updates are received.

## 823. Setting Up the Microsoft Teams Notification Channel

Three steps:

1. **Create Teams Channel**
   - Open Teams
   - Navigate to desired team
   - Add new channel (e.g., "Document360 Notifications")

2. **Get Webhook URL**
   - Manage channel settings
   - Add incoming webhook
   - Generate and copy URL

3. **Configure in Document360**
   - Settings > Notification channels
   - Add new channel
   - Select Teams
   - Enter friendly name
   - Paste webhook URL
   - Save

Test setup by triggering notification.

Use Notification Mapping to customize events.

For multiple channels: repeat process with different webhooks.

## 824. Email domain

Enterprise users can configure custom email domains for notifications.

Process:
1. Add domain
2. Obtain MX/TXT records from Document360
3. Add records to DNS provider
4. Verify configuration
5. Specify "From" email address and sender name

## 825. Notification events

Events by module:

- **Documentation editor**: Article updates, visibility changes, workflow status
- **Drive**: Folder/file modifications
- **Portal settings**: Workspace updates, tag changes
- **Site**: Feedback and user interaction alerts
- **AI**: Credit usage alerts
- **Analytics**: Weekly metrics
- **Comments**: Inline comment notifications

Stay informed about knowledge base activities.

## 826. **Linking your Document360 project in Postman**

Import Document360 API: `https://apihub.document360.io/swagger/v2/swagger.json`

Authentication:
- Use Document360 API token
- Obtain from Settings > Knowledge Base portal > API tokens

Setup:
- Create Postman environment variable (`base_URL`)
- Set value to `https://apihub.document360.io`

Access endpoints via Postman.

Re-authentication needed if session ends.

## 827. Managing Notification history

Path: **Settings > Knowledge base portal > Notification** > **Notification history** tab

Details tracked:
- Channel name
- Delivery status
- Submission date
- Sent date
- Event details

Use **View details** to review content sent to users.

## 828. **Swagger documentation site**

Authenticate with API token.

Methods:
- `GET`: Retrieve
- `POST`: Add
- `PUT`: Update
- `DELETE`: Remove

Required fields use underscores (e.g., `email_id`).

Proper formatting crucial.

Session may end - re-authentication required.

## 829. Portal search

Search across all project content, files, tags, users, content tools, and settings.

Works across all workspaces and languages simultaneously.

## 830. How to use Postman?

API platform for building and using APIs.

Integrates with Document360 projects.

Access options: on-premises or web-based.

Resources:
- [Download Postman](https://www.postman.com/downloads/)
- [Install and Update Postman](https://learning.postman.com/docs/getting-started/installation-and-updates/)
- [Postman Documentation](https://learning.postman.com/docs/)
- [Postman FAQs](https://www.google.com/search?q=FAQs+in+Postman%3F&rlz=1C1CHBD_enIN1119IN1119&oq=FAQs+in+Postman%3F&gs_lcrp=EgZjaHJvbWUqBggAEEUYOzIGCAAQRRg7MgoIARAAGIAEGKIE0gEHNjI5ajBqN6gCALACAA&sourceid=chrome&ie=UTF-8)

## 831. How to use Swagger?

1. **Definition**: Define API using JSON/YAML specification
2. **Documentation**: Generate web interface with Swagger UI
3. **Interaction**: Send requests and view responses directly
4. **Integration**: Automatically updates with API changes

Simplifies API understanding through visual interaction.

## 832. Article-portal search

Search all project articles and categories.

Works across all workspaces and languages.

## 833. Accessing the articles through full portal search

Steps:
1. Click search icon
2. Select "Articles" in dropdown
3. Type keywords
4. Results show: title, workspace, language, status
5. Use filters to refine
6. Preview by clicking
7. Use full-screen option to expand
8. Click "Go to article" for full document

## 834. Filters

Article search filters:
- Workspace/language
- Visibility (None, Visible, Hidden)
- Status (None, New, Draft, Published)
- Contributors (search by username)
- Tags (multi-select)
- Updated date (7 days, 30 days, 3 months, 1 year, custom)

Clear filters as needed.

## 835. Accessing the full portal search

Steps:
1. Click search icon (top navigation bar)
2. Select module: All, Article, Drive file, Users & Groups, Tags, Settings
3. Enter keywords
4. Each module shows up to five results
5. Expand with "More articles"
6. Apply filters or preview items
7. Navigate with "Go to article"
8. Press Escape to exit

## 836. Drive-portal search

Search all Drive files in project.

Support varies by Professional, Business, Enterprise plans.

## 837. **Accessing the Drive - Full portal search page**

Steps:
1. Click search icon
2. Select "Drive" from dropdown
3. Type keywords

Results show:
- File name
- Dependencies
- Update details
- Size
- Tags

Filters:
- Status (all, deleted, starred)
- File type (image, word, etc.)
- Uploaded by
- Tags
- Upload date or custom range

Click file to see details (location, type, upload info).

View dependencies to see usage in articles/categories.

## 838. **Accessing the Users & Groups - Full portal search page**

Steps:
1. Use search icon
2. Select "Users & Groups"
3. Type keyword

Results categories:
- **Team accounts & groups**: View permissions, manage permissions, see members
- **Readers & groups**: View readers, manage associated readers

Click entry for detailed information and actions.

Search team accounts, groups, readers, reader groups.

## 839. Tags-portal search

Search knowledge base tags and view dependencies.

Access varies by user role (Professional, Business, Enterprise).

## 840. Filters

Users & Groups filters:

1. **Type**: All entity, Team account, Team account groups, Reader, Reader Groups (default: All entity)
2. **Last logged in**: All, 7 days, 30 days, 3 months, 1 year, Custom date (default: All)

Click **Apply** to use filters or **Clear** to reset.

## 841. Users & groups-portal search

Search team accounts, team account groups, readers, reader groups.

Plan support unspecified.

## 842. Settings-portal search

Search knowledge base portal features and settings.

No functionality details provided.

## 843. **Accessing the Settings - Full portal search page**

Steps:
1. Click Search icon
2. Select "Settings" from dropdown
3. Search by keyword
4. Click setting to view/modify

Settings grouped by:
- Knowledge base portal
- Knowledge base site
- Users & Security

Results show: name, icon, short description.

## 844. Custom domain mapping

Change default `project-name.document360.com` to custom domain (e.g., `help.yourcompany.com`).

Improves branding and user experience.

Path: Settings > Knowledge base site > Custom domain.

New projects use project name as default.

## 845. **Accessing the Tags - Full portal search page**

Steps:
1. Click Search icon (top right)
2. Press Escape to close
3. Select "Tags" from dropdown
4. Type keyword

Results show:
- Tag name
- Dependencies (articles, categories, files)

Click tag for detailed dependency info:
- Articles/categories: name, version, language, contributor, status, publish date
- Files: thumbnail and filename

Actions:
- Download files
- Remove dependencies (select checkboxes, click "Remove dependencies")
- Cancel to close panel

## 846. Creating a custom domain

Steps:
1. Add domain in Document360 settings
2. Create CNAME record in domain registrar
3. Point to Document360-provided value
4. Verify setup in Document360

Warning handling:
- "Deceptive site ahead": Check Google Safe Browsing status
- Address reported issues

Registrar-specific instructions included.

## 847. Configuring a custom domain for Apex domains

Requirements:
- Domain registrar must support DNS flattening
- Some don't (e.g., GoDaddy)
- Alternative: Use DNS provider like Cloudflare

SSL certificate:
- Provided by Document360
- Must renew within 90 days
- Common Name (CN) required

## 848. Editing a default domain

Steps:
1. Go to **Custom domain** page in settings
2. Click **Edit** icon next to default domain
3. Enter preferred domain

Status:
- If unavailable: **Update** button disabled
- If available: **Update** button enabled

4. Click **Update** to save

## 849. Hosting Document360 on a sub-directory

Plan support information unavailable.

## 850. Load balancer

Distributes traffic across multiple servers.

Keeps site fast and reliable during high traffic.

Upgrade benefits: security, traffic management, performance.

Process:
1. Settings > Knowledge base site > Custom domain > Custom domain mapping
2. Click **Upgrade**
3. Verify configuration
4. Copy generated CNAME record
5. Set up CNAME in domain registrar
6. Re-verify in Document360

Contact support if needed.

## 851. **What is subfolder hosting?**

Organize content hierarchically within folders under root domain.

Example: `example.com/docs`

SEO benefits over subdomains.

Subdirectories beneath primary domain.

## 852. Troubleshooting

Common issues:

- **Domain Verification Failed**: Check CNAME records match, no duplicates
- **DNS Propagation**: Allow 24 hours, check TTL settings
- **CAA Restrictions**: Verify SSL provider CAA entries
- **"This site can't be reached" Error**: Check DNS, duplicate records, SSL CAA
- **SSL Certificate Issues**: Check expiration, browser settings, DNS resolver

FAQs:
- Document360 provides SSL certificates automatically
- Custom domains reflect in invitation emails
- Multiple domains per project not supported
- Naked domains = those without "www"
- Domain registrars manage purchases and DNS

## 853. What happens next?

Site live on custom subfolder.

Need redirect from main domain to prevent duplicate content.

Contact support for redirect setup.

Configure canonical URL in portal settings for search engines.

Avoids duplicate content issues.

## 854. Web servers

Deliver content (text, images, video, app data) to clients.

Common servers:
- Apache HTTP Server
- Nginx
- ASP.NET Core
- Microsoft IIS
- OpenResty
- LiteSpeed
- Cloudflare

## 855. Enabling Subfolder Hosting

Steps:
1. Settings > Knowledge base site > Custom domain > Subfolder hosting tab
2. Toggle on feature (default path: `/docs`)
3. For custom paths (e.g., `/help`): enter path, click **Update**
4. Ensure subfolder hosting enabled
5. Configure languages for server

KB Site 2.0:
- Customize Site API path (e.g., `/docs-api`)
- Both Subfolder and Site API paths required

Note: Article preview not supported for custom domains with subfolder hosting.

## 856. Nginx server - Subfolder hosting

Open-source web server supporting subfolder hosting.

Details: [Nginx documentation](https://nginx.org/en/docs/)

## 857. Helpful Links

Nginx location blocks direct requests based on URL patterns.

Selection algorithms determine which block to use.

See external documentation for configuration details.

## 858. Sitemap generation

Configure Nginx to proxy sitemap requests.

Example uses `example.document360.io` (replace with your domain).

Supports language-specific sitemaps (e.g., `/sitemap.xml.en`).

Forward headers for security and tracking.

## 859. What happens next?

Knowledge base accessible via project URL and custom domain.

Duplicate content issue possible.

Contact support for redirect from existing URL to custom domain.

## 860. Setting up a subfolder/subdirectory

Configure Nginx:
1. Add location blocks for desired subdirectory
2. Specify proxy_pass, headers, sub_filter directives
3. For multiple workspaces: add separate blocks and redirects
4. Restart Nginx

## 861. Home page hosted on a subfolder

Steps:
1. Add Nginx configuration blocks for each workspace
2. Each block proxies requests to Document360 domain
3. Set appropriate headers
4. Use redirects for language-specific paths
5. Restart Nginx

Key: Configure exact location blocks, proxy to Document360, handle redirects.

## 862. ASP.NET Core server

Host knowledge base as subfolder (`/docs`) of main website.

Requirements:
- Install `Microsoft.AspNetCore.Proxy` package
- Configure proxy to route requests to actual server
- Define subfolder path and API path (KB Site 2.0)
- Replace example domain with Document360/custom domain

## 863. What happens next?

Duplicate content after subdirectory configuration.

Redirect required from original URL to custom subfolder.

Contact `support@document360.com` for setup.

## 864. Microsoft - IIS server

Integrate knowledge base via subfolder (`/help`).

Prerequisites:
- Application Request Routing module
- URL Rewrite module

Replace example domain with Document360/custom domain.

## 865. Troubleshooting

NGINX common issues:

- **Invalid "location" Directive**: Ensure within server block

```nginx
server {
  listen 80;
  server_name example.com;
  location /docs {
    proxy_pass https://example.document360.io/docs;
    proxy_set_header Host example.document360.io;
  }
}
```

- **Certbot Package Unavailable**: Enable EPEL repository

```bash
sudo yum install epel-release
sudo yum install certbot
```

- **NGINX Configuration Test Failed**: Run `sudo nginx -t`

```nginx
# Incorrect
proxy_pas https://example.com;

# Correct
proxy_pass https://example.com;
```

- **SSL Certificate Issue**: Verify with OpenSSL

```bash
openssl x509 -in /etc/letsencrypt/live/yourdomain.com/fullchain.pem -text -noout
```

## 866. What happens next?

Duplicate content issue after custom subfolder setup.

Redirect required from original URL to custom subfolder.

Contact `support@document360.com` to enable redirect.

Prevents search engine ranking issues.

## 867. Sitemap generation

Proxy sitemap.xml requests to internal/external server.

Example uses `example.document360.io` (replace with your domain).

Supports language-specific sitemaps.

Hide internal sitemap location.

## 868. What happens next?

Knowledge base accessible via two URLs.

Duplicate content possible.

Redirect required from project URL to custom subfolder.

Contact support for implementation.

## 869. Setting up a sub-folder path

IIS setup:

1. **Install Required Modules**:
   - [URL Rewrite module](https://www.iis.net/downloads/microsoft/url-rewrite)
   - Application Request Routing (ARR) module

2. **Configure web.config**: Add rewrite rules

```xml
<?xml version="1.0" encoding="UTF-8"?>
<configuration>
  <system.webServer>
    <rewrite>
      <rules>
        <rule name="ReverseProxy_HomePage" enabled="true" stopProcessing="true">
          <match url="^help$" />
          <action type="Rewrite" url="https://example.document360.io/v1" />
          <serverVariables>
            <set name="HTTP_requested_by" value="proxy" />
            <set name="HTTP_X_ORIGINAL_ACCEPT_ENCODING" value="{HTTP_ACCEPT_ENCODING}" />
            <set name="HTTP_ACCEPT_ENCODING" value="" />
          </serverVariables>
        </rule>
        <rule name="ReverseProxy_DocsPage" enabled="true" stopProcessing="true">
          <match url="^help/(.*)" />
          <action type="Rewrite" url="https://example.document360.io/help/{R:1}" />
          <serverVariables>
            <set name="HTTP_requested_by" value="proxy" />
            <set name="HTTP_X_ORIGINAL_ACCEPT_ENCODING" value="{HTTP_ACCEPT_ENCODING}" />
            <set name="HTTP_ACCEPT_ENCODING" value="" />
          </serverVariables>
        </rule>
      </rules>
    </rewrite>
  </system.webServer>
</configuration>
```

Important:
- Backup `web.config` before changes
- KB Site 2.0: define both Subfolder and Site API paths

## 870. Readers self-registration

Process:
1. Share knowledge base URL
2. Users enter name & email
3. Verify email for password setup

Control:
- Project members control reader access
- Email verification = one-time process (usable across projects)

## 871. Readers self registration

Available for Business and Enterprise plans.

Requires Knowledge base site access set to Private or Mixed.

## 872. Apache HTTP server

Free, open-source solution for hosting Document360 as subfolders.

Steps:
1. Enable modules (proxy, headers, substitute)
2. Configure VirtualHost for proxying and URL substitutions
3. Set up redirects
4. Restart server

Substitutions ensure links reflect subfolder structure.

Redirects manage URL paths seamlessly.

## 873. Accessing the Reader self-registration option

Enable in Document360 settings.

Options:
- Configure default reader groups
- Restrict access by email domain (allow/block specific domains)

New readers added to default groups unless domain already assigned.

## 874. Adding a domain restriction

Configure self-registration by domain.

Process:
1. Specify email domains (allow/block)
2. Assign reader groups to domains

Domain-specific settings override default reader groups.

## 875. Creating a Reviewer account

Two methods:

**Individual creation**:
1. Select "Reviewer" portal role during team account creation

**Bulk import**:
1. Use CSV file with email addresses

Both methods:
- Ensure correct portal and content roles
- Specify content access permissions

## 876. FAQs

- **No default reader group**: Self-registered readers get unrestricted access
- **Multiple group memberships**: Readers get highest access level per content item
- **Individual vs. group access**: Highest privilege from both settings applies
- **Access prioritization**: Highest privilege at each content level determines access
- **Self-registration not working with SSO**: Requires Document360 login page (bypassed by SSO)

## 877. Managing reviewer accounts

**Reviewer** role:
- View articles
- Add comments
- Update workflow statuses
- No content editing

Available across Professional, Business, Enterprise plans.

Controlled access to Documentation module.

## 878. Managing Reviewer accounts

Path: "Team accounts & groups" section in settings.

Actions:
- Edit/delete existing accounts
- Convert to/from reader accounts
- Purchase reviewer add-ons via billing section

Conversion to reader:
- Select content access permissions
- Optional mapping to reader groups

## 879. Reviewer role functionality

Purpose: Content review without editing.

Capabilities:
- Access articles (draft mode)
- Leave comments
- Suggest edits
- Update workflow statuses

Control:
- Access controlled by category/article
- Plan-dependent account limits (Professional: 5, Business: 10, Enterprise: 20)

Restriction: No direct content edits permitted.

## 880. Account locked

Five incorrect password attempts = 30-minute lockout.

User receives: "Account locked due to multiple failed attempts! Please try again after 30 minutes"

## 881. Reviewer permissions and access

Access:
- Documentation module only
- View articles in Draft or workflow states
- Add comments (inline or general)
- Update workflow statuses
- Set due dates
- Manage assignments
- Bulk updates across articles

Restrictions:
- No comments in Read-only mode
- One reviewer per article at a time
- Others notified when reviewer active

## 882. New password requirements

Minimum 8 characters including:
- 1 uppercase letter
- 1 lowercase letter
- 1 number
- 1 special character

## 883. Resetting your password

Steps:
1. Click "Forgot password?"
2. Enter email
3. Check inbox for reset link
4. Click link
5. Set new password
6. Confirm

Changes apply to entire account.

## 884. Block inheritance

Plan feature information unavailable (empty table).

## 885. Changing your current password

Follow instructions in [Change password article](https://docs.document360.com/v3/docs/change-password).

## 886. Block inheritance

Override inherited content access permissions.

Granular control over who sees specific content (workspaces, languages, categories, articles).

Administrators grant access on per-content-level basis.

Removing inherited permissions isolates access to explicitly added accounts.

## 887. IP restriction

Control knowledge base access by IP address.

Supports IPv4 and IPv6.

Applies to all workspaces and languages within project.

## 888. FAQs

Disabling inheritance:
- Restricts access to specified team accounts and groups only
- Performing account automatically selected (cannot remove)

## 889. Allow inheritance

Steps:
1. Navigate to category/article in Documentation section
2. Access Security settings via More icon
3. Toggle off **Block inherited account**
4. Confirm with **Yes**
5. Close blade

Allows inherited team accounts and groups to access content.

## 890. IP restriction page

Overview:
- Path: Settings > User & Security > IP Restriction

IP Details:
- Friendly name
- IP address (IPv4/IPv6)
- Allow/Block status
- Remove/Save options

Add IP:
- Enter name and IP/range
- Supports specific IPv6 formats

Permissions:
- Set IPs to Allow or Block
- Avoid duplicates to prevent conflicts

Deletion:
- Permanently remove IPs with Remove icon

## 891. Single Sign-On (SSO)

Plan details unavailable for Professional, Business, Enterprise tiers.

## 892. What is SSO?

**Single Sign-On (SSO)**: Access multiple applications with one login.

Process:
1. Log in once
2. Gain access to all connected applications
3. No repeated credential entry

Operates via central authentication service.

## 893. Reasons to configure Single Sign-On (SSO) in your project

Benefits:
- **Enhanced Security**: Fewer credential storage points
- **Increased Productivity**: Faster access, fewer passwords
- **Improved UX**: Fewer login prompts
- **Simplified IT**: Centralized credential management
- **Compliance Support**: Industry/sector adherence
- **Cost Reduction**: Less redundant systems and support

## 894. FAQ(s)

**IP address**: Identifying number for computers/networks enabling internet communication.

**IPv4 format**: Four numbers (0-255) separated by dots (e.g., 49.206.113.170).

**IPv6 format**: Eight groups of hexadecimal digits, colon-separated (e.g., FE38:DCE3:124C:C1A2:BA03:6745:EF1C:683D).

**IPv6 unicast address**: Identifies single interface for direct communication.

## 895. How does SSO work?

Collaboration between:
- **Service Provider** (e.g., Document360)
- **Identity Provider (IdP)**

Process:
1. User accesses Service Provider
2. Redirected to IdP for authentication
3. IdP issues Access/ID token
4. Service Provider validates token
5. Trust relationship established
6. Access SSO-enabled applications without additional sign-ins

Document360 supports multiple IdPs.

## 896. What is an IdP?

**Identity Provider (IdP)**: External entity managing user identities and authentication.

Functions:
- Stores credentials
- Handles logins for multiple applications
- Enables SSO access

Each stored entity = **principal**.

Examples: Okta, Entra ID, Google, ADFS, OneLogin.

## 897. Logging in using SSO

Steps:
1. Navigate to Knowledge base portal URL
2. Input email or subdomain
3. Click "Continue with SSO"
4. Log in to IdP
5. Automatically logged into Knowledge base portal

## 898. IdP initiated sign-in

Login directly from IdP dashboard.

Process:
1. Find Document360 app in IdP dashboard
2. Click to initiate login
3. Bypass separate portal visit
4. Use existing SSO credentials

## 899. SSO Standards on Document360

Supported protocols:
- **SAML 2.0**: Secure cross-application authentication
- **OpenID Connect**: Modern, user-friendly alternative

Both support various IdPs (Okta, ADFS, Google, etc.).

Configuration guides available.

## 900. Login using SSO - Knowledge base portal

Access portal with existing IdP credentials.

Eliminates multiple passwords.

Plan support unspecified.

## 901. Login using SSO - Knowledge base site

Access knowledge base site with IdP credentials.

No separate passwords needed.

## 902. Logging in using SSO

Process:
1. Visit site
2. Select IdP login button
3. Log into IdP
4. Automatically logged in

SSO login buttons vary by configuration.

## 903. Troubleshooting

HTTP 500 error during SSO login likely causes:
- Outdated SAML certificate
- Incorrect attribute mappings

Solutions:
1. Update IdP with latest Document360 metadata
2. Verify SAML attributes match exactly (email, name)
3. Contact support if issues persist

## 904. Adding a new team account as an SSO user

Standard team account creation + SSO configuration:

Requirements:
1. User email matches SSO domain
2. Select desired SSO configuration
3. Optional: Skip invitation email

Only Owners/Admins can add accounts.

## 905. IdP Initiated Sign-In

Enable during SSO setup:
- Toggle on **Allow IdP initiated Sign-In**
- Find Document360 application in IdP dashboard
- Click to initiate login
- Securely access Knowledge base with SSO credentials

## 906. Inviting or Adding SSO users

After SAML/OpenID configuration:

Authentication via:
- Okta
- Azure AD
- Google Workspace

Add users directly or invite existing users to SSO.

## 907. Deleting an SSO user

Steps:
1. Settings > Team accounts & groups
2. Hover over SSO account
3. Click "Delete"
4. Confirm

SSO users identified by SSO label.

Note: Does not delete associated team account.

## 908. FAQ

Cannot add user twice as SSO reader account.

If user exists as SSO reader, "Create reader account" button disabled.

SAML used for single sign-on.

## 909. Inviting an existing user

Steps:
1. Log in
2. Settings > Users & Security > SAML/OpenID
3. Edit SSO configuration
4. Select **All users** or **Selected users only**
5. Save

Users receive invitation email.

Additional SSO account created alongside existing one.

## 910. Mapping an existing SSO configuration to other projects

Steps:
1. Log in
2. Navigate to project settings
3. Select "Create SSO"
4. Choose existing configuration from dropdown

Requirements:
- Existing IdP and SSO protocol must match (SAML/OpenID)

## 911. Disabling the Document360 login page

Force SSO-only login:

Steps:
1. Enable "Disable Document360 login page" toggle
2. In project's SAML/OpenID settings

Affects SAML and OpenID SSO setups.

## 912. FAQs

Enabling toggle forces SSO login via SAML.

Eliminates email/password login option.

## 913. Automatically assigning SSO readers

Steps:
1. Settings > Users & security > SAML/OpenID
2. Enable "Auto assign reader group" option
3. Select desired existing reader groups

Requirements:
- Reader groups must already exist

## 914. Disable Document360 login page

Redirect users directly to SSO login.

Plan support unspecified.

Warning:
- Affects regular accounts if both SSO and regular present
- May prevent regular users from accessing accounts

## 915. Convert Document360 account to SSO account

Simplify login with SSO conversion.

Requirements:
- SAML/OpenID projects only

Process:
1. Select accounts
2. Click "Convert to SSO account"
3. Confirm

Effects:
- Previous contributions remain but appear as "Anonymous"
- Owner accounts become both Document360 and SSO (preserve access)
- SSO accounts cannot convert back

## 916. Auto assign reader group

Automate reader access for SSO users.

Supported across Professional, Business, Enterprise plans.

Eliminates manual invitations.

## 917. FAQ(s)

Conversion allowed for:
- Document360 account owners/admins
- Team account managers

Restrictions:
- JWT projects cannot convert
- Accidental conversions require manual recreation

## 918. Convert to SSO account

SSO typically supported in Business and Enterprise plans.

Professional plan availability varies by provider.

## 919. FAQs

SSO user accounts timeout after 2 hours of inactivity.

Timeout configurable.

SAML = SSO standard used.

## 920. SAML

SAML 2.0 enables SSO for Document360.

Users log in with existing IdP credentials.

Supports multiple SSO endpoints for teams and readers.

## 921. Sign out idle SSO team account

Automatically log out inactive SSO accounts.

Prevents unauthorized access.

Streamlines management.

Applies to SAML/OpenID accounts only.

## 922. How to enable the 'Sign out idle SSO team account' option?

Steps:
1. Settings > Users & Security > SAML/OpenID
2. Hover over SSO configuration
3. Click **Edit** icon
4. **More settings** tab
5. Toggle **ON** **Sign out idle SSO team account**
6. Set idle timeout (hours:minutes format)
7. Click **Save**

Note: Applies only to SSO team accounts, not Document360 team accounts.

## 923. Troubleshooting

Common SAML SSO login problems:

Cause: Incorrect or expired certificate in Document360 settings.

Solutions:
1. Obtain _active certificate_ from IdP
2. Replace certificate in Document360 settings
3. If issues persist:
   - Use SAML Tracer extension to capture logs
   - Contact support with screenshots (IdP config, certificate details, logs)

## 924. SAML SSO with Okta

Requirements:
- Owner or Admin Project role in Document360

Process:
- Configure SAML SSO with Okta
- User authenticates once in Okta, accesses Document360
- Switch between Okta and Document360 multiple times
- Use separate browser tabs recommended

## 925. Configuring SSO using SAML

Steps:
1. Select identity provider in Document360
2. Configure SP and IdP settings with provided details
3. Enable SSO access alongside traditional email/password login

## 926. Supported identity providers

Document360 supports:
- Okta
- Entra ID
- Google
- Auth0
- ADFS
- OneLogin
- Others

## 927. Okta to Document360 SAML SSO configuration

Process:
1. Gather parameters from Okta Application settings:
   - Sign-on URL
   - Identity Provider Issuer
   - X.509 Certificate
2. Document360 configuration:
   - Enter Okta mappings (Sign-on URL, Identity Provider Issuer)
   - Upload X.509 certificate
   - Configure optional settings:
     - Idle sign-out
     - Auto-assign reader groups
     - Custom login button text
3. Click "Create" to complete

Mapping: Okta IdP data to Document360 SP

## 928. Sign up for Okta

Steps:
1. Visit <https://developer.okta.com/signup/>
2. Receive email with login credentials and activation link
3. Click link to activate account
4. Log in to Okta Domain
5. Access developer console

Adding Document360 application:

1. **Log in as Admin**: Access with admin credentials, switch to admin role
2. **Create App Integration**: Applications > "Create App Integration" > SAML 2.0
3. **Configure SAML Settings**:
   - Enter app name and optional logo/visibility
   - Obtain parameters from Document360 SP page
   - Map parameters:
     - Callback path → Single sign-on URL
     - Service provider entity ID → Audience URI
   - Set Name ID format to EmailAddress
   - Set Application username to Email
   - Add Attribute Statements for email and name (case-sensitive)
4. **Finish Configuration**: Complete setup in Document360

## 929. Other configuration settings in the Azure AD portal

Customize Azure AD for SSO:
- Edit User Attributes & Claims (add new/group claims)
- Manage SAML signing certificates (add/import)
- Configure multiple notification emails
- Test configuration with user credentials

## 930. SAML SSO with Entra

Configure SAML SSO with Microsoft Entra as IdP.

Requirements:
- Owner or Admin role

Recommendation: Use separate browser tabs for Document360 and Entra.

## 931. Adding a custom SAML app on Google

Steps:
1. Create custom SAML app
2. Download certificate
3. Note SSO URL & Entity ID
4. Enable service for all users

Details used for IdP configuration in other systems.

## 932. Adding an application in the Azure portal

Key steps:

1. **Access Azure AD Portal**: Sign in, navigate to [portal.azure.com](https://portal.azure.com)
2. **Add New Application**:
   - "+ New application"
   - Select "Non-gallery application"
   - Enter application name
   - Click "Add"
3. **Set Up Single Sign-On**:
   - "Getting started" > "Set up single sign-on"
   - Select "SAML"
   - Configure using Document360 parameters
4. **Configure SP in Document360**:
   - Settings > Users & security > SAML/OpenID
   - "Create SSO"
   - Select "Entra ID" for auto-configuration
5. **Map Azure AD Fields to Document360**:
   - Copy SP parameters (Identifier, Reply URL, Sign-on URL, Logout URL)
   - Paste into Azure AD
6. **Complete IdP Configuration in Document360**:
   - Enter Azure AD values (Sign On URL, Entity ID, Logout URL, certificate)
   - Optional: Enable "Allow IdP initiated sign-in"
7. **Finalize More Settings**:
   - Assign SSO name
   - Customize login button
   - Other optional settings
8. **Save and Complete**: Click "Create" to finalize

## 933. SAML SSO with Google

Requirements:
- Owner or Admin project role in Document360
- Google Workspace account

Process:
1. Log in to Document360, select project
2. Log in to Google Workspace Admin console
3. Follow SSO configuration steps
4. Switch between platforms as needed

## 934. SAML SSO with OneLogin

Configure Document360 SSO with OneLogin using SAML.

Requirements:
- Owner or Admin Project role

Keep both platforms open during configuration.

## 935. Identity Provider configuration

Steps:
1. Navigate to Document360 configuration page
2. Enter SAML details from Google:
   - Sign on URL
   - Entity ID
   - Certificate
3. Adjust toggles (IdP-initiated sign-in)
4. Complete setup with additional settings (SSO naming, user assignments)

## 936. Service Provider configuration

Google Workspace SSO configuration:

1. Settings > Users & Security > SAML/OpenID
2. Click "Create SSO"
3. Select "Google" as Identity Provider
4. Copy ACS URL and Entity ID from Document360 SP page
5. Google Workspace setup:
   - Paste ACS URL and Entity ID into custom SAML app
   - Set Name ID format to EMAIL
   - Select Primary email for Name ID
6. Map Google Directory attributes:
   - Add Primary email for `name`, `email`, `urn:oasis:names:tc:SAML:2.0:nameid`
   - Click "Add Mapping" for each
   - Click "Finish"

## 937. Adding an Application in OneLogin

Configure Document360 SSO in OneLogin:

1. Add SAML Custom Connector application
2. Name "Document360 SSO"
3. Follow OneLogin Admin interface steps

## 938. Document360 SSO Configuration

Steps:
1. Populate SP configuration fields with IdP details
2. Match:
   - Issuer URL
   - SAML 2.0 Endpoint
   - SAML Certificate
3. Enable/disable IdP-initiated sign-in
4. Proceed to more settings page

Establishes connection between IdP and Document360 for SSO.

## 939. More Settings

Configure SSO settings:
- SSO name
- Custom login button text
- Auto-assign reader groups
- Idle account sign-out
- Existing account invitation

Click "Create" to finish.

## 940. Adding an Application in ADFS

Steps:
1. Create new claims-aware Relying Party Trust
2. Name (e.g., "Document360 SAML SSO")
3. Enable SAML 2.0 WebSSO protocol support

## 941. Configuring SAML in OneLogin

Document360 steps:
1. Settings > Users & security > SAML/OpenID
2. Click "Create SSO"
3. Select OneLogin as IdP
4. Gather from SP page:
   - Service provider entity ID
   - Callback path

OneLogin Configuration Tab:
- Audience (EntityID): Service provider entity ID
- Recipient: Callback path
- ACS URL Validator: Callback path
- ACS URL: Callback path

Parameters Tab:
- Add fields:
  - `urn:oasis:names:tc:SAML:2.0:nameid` = Email
  - `email` = Email
  - `name` = Email
- Ensure "Include in SAML assertion" checked

SSO Tab:
- Download X.509 Certificate (SHA256, PEM format)
- Copy Issuer URL and SAML 2.0 Endpoint (HTTP)

## 942. Document360 Service Provider (SP) Configuration

ADFS SAML SSO configuration:

1. Retrieve from Document360:
   - Subdomain
   - Callback URL
   - Signed-out Callback URL
   - Metadata URL
   - Service Provider Entity ID
2. Enter into ADFS Relying Party settings:
   - Relying Party Identifier
   - Sign-On URL
   - Sign-Out URL
   - Relying Party Trust Identifier
   - Metadata URL
3. Complete ADFS wizard
4. Review and finalize

## 943. Configuring Claim Rules

Map Active Directory LDAP attributes to claims:
- User-Principal-Name → Name ID
- E-Mail-Addresses → Email
- Display-Name → Name

Translates LDAP data into usable format.

## 944. SAML SSO with ADFS

Requirements:
- Administrative access to both platforms
- Owner or Admin role in Document360
- Separate browser tabs for both platforms

## 945. SAML SSO with other configurations

Configure SSO with non-listed IdPs:
- Owner/Admin project roles required
- Keep Document360 and IdP in separate tabs

## 946. Configuring SAML in your Identity Provider

Process:
1. Get from Document360:
   - Callback path
   - Service Provider Entity ID
   - Single Sign-On URL (if needed)
2. Configure in IdP's SAML settings
3. Attribute mapping often required (email, name, user ID)
4. Consult IdP documentation and Document360 requirements
5. Save settings after verification

## 947. Document360 SAML SSO Configuration

Steps:
1. Map ADFS values
2. Upload X.509 certificate
3. Enable/disable IdP-initiated sign-in
4. Customize settings (SSO name, login button text)
5. Finalize setup

## 948. Adding an Application in your Identity Provider

General steps:
1. Log in to IdP admin console
2. Navigate to application management
3. Create new application
4. Configure basic settings:
   - Application Name: Descriptive name (e.g., "Document360 SSO")
   - Application Type: SAML 2.0 sign-in method
5. Save application settings

## 949. Enabling the IdP-initiated sign in

Steps:
1. Settings > Users & security > SAML/OpenID
2. Edit existing SSO configuration
3. Enable "Allow IdP initiated sign in" toggle
4. Users access via dedicated IdP sign-on URL
5. Authenticate through IdP

## 950. FAQs

Supported IdPs:
- Okta
- Microsoft Entra
- Google Workspace
- OneLogin
- ADFS

Access from Okta requires "Allow IdP initiated sign in" enabled.

Document360 = knowledge base platform for content creation, file management, site configuration.

## 951. Document360 SAML SSO Configuration

Complete configuration process:

1. Enter IdP details:
   - SSO URL
   - Entity ID
   - SAML certificate
2. Upload X.509 certificate
3. Enable/disable IdP-initiated sign-in
4. Configure additional settings:
   - SSO name
   - Login button text
   - Auto-assign reader groups
   - Idle sign-out
   - User invitations
5. Complete setup to enable SSO

## 952. Identity Provider (IdP) initiated sign in

Document360 supports IdP-initiated sign-in using SAML for SSO.

Compatible IdPs:
- Okta
- Entra ID
- Google Workspace
- OneLogin
- ADFS

## 953. OpenID

OpenID Connect (OIDC) = open standard for SSO.

Benefits:
- Log in with existing IdP accounts
- Eliminate multiple passwords
- Improve security

Document360 supports multiple SSO endpoints for team accounts and readers.

## 954. Removing a configured SAML SSO

Steps:
1. Project Knowledge base portal
2. Settings > Users & security > SAML/OpenID
3. Hover over configuration
4. Click Delete icon
5. Confirm with Proceed

Warning: Deletes all associated users.

**SAML**: Standard for SSO allowing single credential access to multiple applications.

## 955. Configuring SSO using OpenID

Steps:
1. Settings > OpenID
2. Input IdP details in IdP configuration screen
3. Input Document360 details in SP configuration screen
4. Users log in via existing credentials or external SSO provider

## 956. Supported identity providers

Document360 supports:
- Okta
- Entra ID
- Google
- Auth0
- ADFS
- OneLogin
- Others

## 957. Troubleshooting

OpenID SSO error (IDX20803) likely cause: Wrong IdP Authority URL.

Fix:
1. Find correct "issuer" from IdP discovery document (`.well-known/openid-configuration`)
2. Paste "issuer" into Document360 SSO settings Authority field
3. Verify URL, network/firewall, IdP certificate validity

## 958. Adding an Application in Okta

Steps:
1. Log in to Okta as admin
2. Navigate to Applications
3. Click "Create App Integration"
4. Select OIDC and Web Application
5. Proceed to next step

## 959. Document360 Service Provider (SP) Configuration

Okta OpenID SSO configuration:

1. Create new OpenID connection in Document360
2. Select Okta as identity provider
3. Copy from Document360:
   - Subdomain name
   - Sign-in redirect URI
   - Sign-out redirect URI
4. Paste into Okta's new web app integration setup

Establishes SSO connection.

## 960. Sign up for Okta

Required for Document360 SSO configuration.

Sign up at [Okta Developer Sign-Up](https://developer.okta.com/signup/).

## 961. Okta with OpenID SSO Setup and Configuration

Requirements:
- Administrative access to Okta
- Owner or Admin Project role in Document360

Process:
- Open both platforms in separate tabs for easier switching

## 962. Creating an application in Auth0

Steps:
1. Log in to Auth0
2. Navigate to Applications
3. Create new application
4. Specify name
5. Select "Regular Web Application" type
6. Click create

## 963. Configure Auth0 OpenID with Document360

Steps:
1. Document360 settings
2. Choose "OpenID" protocol
3. Enter Auth0 details in corresponding Document360 fields:
   - Sign in redirect URI
   - Sign out redirect URI
4. Save changes

## 964. Document360 OpenID SSO Configuration

Process:
1. Enter Okta IdP settings:
   - Client ID
   - Client Secret
   - Issuer URI
2. Enable/disable IdP-initiated sign-in based on project needs
3. More Settings configuration:
   - SSO name
   - Login button text
   - Auto-assign reader groups
   - Idle sign-out
   - SSO invitations
4. Save configuration

## 965. Auth0 with OpenID SSO

Requirements:
- Auth0 account
- Owner or Admin project role in Document360

Setup:
- Use separate tabs for Auth0 and Document360
- Plan details unspecified
- Includes incorrect Microsoft Entra steps

## 966. ADFS with OpenID SSO

Requirements:
- Administrative access to both systems
- Owner or Admin project role in Document360

Process:
- Open both platforms in separate browser windows
- Switch between them during setup

## 967. Document360 Service Provider (SP) Configuration

ADFS OpenID SSO configuration:

1. Obtain from Document360:
   - Subdomain
   - Sign-in URI
   - Sign-out URI
2. Enter into ADFS Relying Party settings:
   - Relying Party Identifier
   - Sign-On URL
   - Sign-Out URL
3. Complete ADFS setup wizard
4. Review settings
5. Enable user access

## 968. Configuring Claim Rules

Steps:
1. Configure claim rule to send LDAP attributes as claims
2. Select "Send LDAP Attributes as Claims" template
3. Map LDAP attributes using Active Directory:
   - User-Principal-Name → Name ID
   - E-Mail-Addresses → Email
   - Display-Name → Name
4. Click "Finish" and "Apply" to save

## 969. Adding an Application in ADFS

Steps:
1. Log in to ADFS Management console
2. Navigate to Relying Party Trusts
3. Add new Relying Party Trust
4. Wizard steps:
   - Select "Claims aware"
   - Choose manual data entry
   - Provide display name
   - Optionally configure certificate (can skip)

## 970. Document360 OpenID SSO Configuration

Key steps:

1. Navigate to **Configure the Identity Provider (IdP)** page
2. Enter IdP **Client ID**, **Client Secret**, and **Authority** (domain)
3. Enable/disable **IdP initiated sign-in**
4. Configure **More Settings**:
   - **SSO name**
   - **Login button text**
   - Toggle **Auto assign reader group** and **Sign out idle SSO team account**
   - Choose whether to invite existing accounts to SSO
5. Click **Create** to complete

Enables secure OpenID-based authentication.

## 971. Other configurations with OpenID SSO

Configure SSO with unlisted OpenID IdP:

Requirements:
- Owner or Admin Project role
- Access to both Document360 and chosen IdP

Process:
- Keep both platforms open in separate browser tabs

## 972. Configuring OpenID in Your Identity Provider

Process:
1. Document360 SSO settings
2. Select "Others" as IdP
3. Choose "OpenID"
4. Document360 provides:
   - Subdomain name
   - Redirect URIs (sign-in/sign-out)
5. Crucial requirements:
   - Include scopes: _openid_, _email_, _profile_
   - Map claims: _sub_, _email_, _name_ (per Document360 specifications)
6. Review and save IdP configuration

## 973. Document360 OpenID SSO Configuration

Configuration steps:
1. Provide IdP Client ID, Secret, Authorization URL
2. Enter details:
   - SSO name
   - Custom login text
3. Enable/disable:
   - Auto-assignment of reader groups
   - IdP initiated logins
   - Account sign out
4. Upload certificates/keys where needed
5. Click 'Create' to finalize

## 974. Adding an Application in Your Identity Provider

General process:
1. Log in to admin console
2. Navigate to Applications or Enterprise Applications section
3. Create new application:
   - Name (e.g., "Document360 OpenID SSO")
   - Select OpenID Connect as sign-in method
4. Save settings

## 975. Document360 OpenID SSO Configuration

ADFS OpenID configuration:

1. Navigate to **Configure the Identity Provider (IdP)** page
2. Enter ADFS **Client ID** and **Client Secret** in corresponding fields
3. Ensure **Client Identifier** matches ADFS **Relying Party Identifier**
4. Toggle **Allow IdP initiated sign in** based on project needs
5. Enter ADFS **Issuer URL** as **Authority** in Document360
6. Proceed to **More settings** page:
   - **SSO Name**: Descriptive name
   - **Customize login button**: User-friendly text
   - **Auto assign reader group**: Enable/disable based on access policies
   - **Sign out idle SSO team account**: Set according to security requirements
   - Choose to invite existing users to SSO
7. Click **Create** to complete

Integrates Document360 with ADFS for seamless authentication.

## 976. Enterprise SSO using **JWT**

Process:
1. User logs into customer application
2. Customer app requests auth code via backchannel from IdP (using client credentials)
3. Document360 receives auth code
4. Document360 requests ID token/access token
5. Document360 creates session
6. Session automatically renews within configurable timeframe (5-1440 minutes)

Requirements:
- No separate Document360 reader account needed
- Exclusive to other SSO methods (SAML, OpenID)

## 977. Removing a configured OpenID SSO

Steps:
1. Access project Knowledge base
2. Settings > Users & security > SAML/OpenID
3. Hover over SSO configuration
4. Click Delete icon
5. Confirm deletion

Warning: Removes associated user accounts.

## 978. SSO configuration

JWT setup:
1. Create JWT: Settings > Users & security > JWT
2. Copy Client ID, Callback URL, Client secret for application
3. Enable/disable JWT SSO login
4. Configure login URL
5. Set up redirection using `redirectUrl` parameter
6. Note: Client secret only available once (regenerate if lost)

## 979. Setting up JWT SSO

JWT SSO configuration:

1. **Understand JWT**: JSON Web Token securely transfers authentication/authorization data
   - Contains header, payload, signature

2. **Check SSO Plan Compatibility**: Verify subscription plan support
   - Higher-tier plans (Enterprise) typically include SSO

3. **Generate JWT Token**: Upon user login
   - Include necessary claims (user ID, email)
   - Set expiration time for security

4. **Configure Secret Key**: Use strong secret key for signing
   - Share key with Document360 for verification

5. **Set Up Redirect Flow**: 
   - Users redirected to login page when accessing Document360
   - Post-login: generate JWT and redirect back with token

6. **Test the Flow**: Validate entire process
   - Ensure smooth authentication without additional logins

7. **Consult Documentation**: Refer to Document360 API documentation
   - Check specific requirements and endpoints

Result: Enhanced user convenience and security.

## 980. Reader groups in Document360

Grant precise access to private knowledge base content.

Process:
1. Users must log in
2. Create groups to restrict access (e.g., sales team sees only pricing/billing)
3. Assign members to groups

## 981. JWT reader groups

Link JWT reader accounts to existing Document360 reader groups.

Inherit restriction settings to control knowledge base access.

Function like regular reader groups.

Support SSO across Free, Professional, Business, Enterprise plans.

## 982. Reader group IDs

Find Reader group IDs:
- JWT SSO projects: Settings > Users and Security > Readers & groups
- Each group shows Group Id below name
- Copy icon for easy pasting into payload

Note: Available only for JWT-configured projects, not regular private knowledge bases.

## 983. Enabling JWT reader groups

Configuration:
1. Provide user details (name, email)
2. Include list of reader group IDs in specific JSON format
3. Changes apply after current JWT session expires
4. Use comma-separated IDs in `readerGroupIds` array
5. Token validity: minimum 5 minutes, maximum 1 day

## 984. How to change the highlighted search result color in articles?

Customize search highlight colors:

1. Knowledge Base site > Customize site > Custom CSS & JavaScript
2. Modify CSS snippet (different for KB Site 1.0 and 2.0)
3. Change `background-color` and `color` properties
4. Save changes

Replace default yellow with any desired color.

## 985. How to hide the project's workspace dropdown in the Knowledge base site?

Hide workspace dropdown:

Add CSS to site's custom CSS:
```css
header .header_bottom .header_bottom_nav ul li.versions-selection { display: none; }
```

Effect: Removes dropdown.

Users must navigate to workspaces via direct URLs.

## 986. How to change the color of the hyperlinks in Dark mode?

Customize dark mode hyperlink colors:

1. Access Custom CSS section in Knowledge Base settings
2. Add CSS snippet targeting hyperlinks in Dark mode
3. Customize color preference
4. Save changes

## 987. How to enlarge the pdf preview in the article?

Enlarge PDF preview:

1. Access Knowledge Base site settings
2. Navigate to Custom CSS section
3. Apply CSS snippet to adjust PDF container width

Result: Preview expands to full width for better visibility.

## 988. How to add a vertical scrollbar to the code blocks?

Two methods:

**Method 1**: Wrap specific code blocks
- Use `<div class="scroll">`
- Add custom CSS to set height and enable scrolling

**Method 2**: Apply globally
- Use `.code-toolbar` selectors in custom CSS

Outcome: Scrollbars appear for code blocks exceeding specified height.

Content stays within fixed area.

## 989. How to vertically align table contents at the top in the Knowledge base?

Align table content to top:

Add CSS to custom CSS settings:
```css
table td, table th, table tr { vertical-align: top !important; }
```

Overrides default alignment.

Follow Knowledge base customization steps to save.

## 990. How to make the table border bold in knowledge base?

Bold table borders:

1. Settings > Knowledge base site > Customize site > Custom CSS & JavaScript
2. Add CSS snippet:
```css
table td,
table th,
table tr {
  border: 3px solid #000000 !important;
}
```
3. Adjust `3px` thickness and `#000000` color as needed
4. Save

Applies to all tables in knowledge base.## 991. How to restrict readers from copying content?

Prevent content copying:

1. Intercept "cut," "copy," and "paste" events using JavaScript
2. Target specific HTML elements (`content_block`, `d360-article-content`)
3. Allow content selection but block Ctrl+C and alternative copy methods

This is a mitigation strategy, not foolproof protection.

## 992. How to set default height and width of embedded PDF?

Set custom PDF dimensions:

1. Navigate to CSS settings in knowledge base site
2. Add provided CSS snippet with desired pixel values

## 993. Center align headings in Markdown

Center headings using HTML tags:
```html
<hN style="text-align:center;">
```

Markdown lacks native centering.

Document360 provides WYSIWYG and markdown editors.

## 994. How to center align text in Markdown?

Center text with HTML:
```html
<p style="text-align:center;">Your text here</p>
```

Replace "Your text here" with actual content.

Basic formatting works inside paragraph tags.

## 995. How to change text color in Markdown?

Change text color using HTML:
```html
<span style="color:desiredColor;">Text</span>
```

Replace `desiredColor` with actual color value.

Markdown doesn't support inline styles directly.

## 996. How to change language name in code blocks?

Change language display name globally:

1. Modify Custom CSS targeting code block toolbar
2. Hide default language name
3. Display new custom label (e.g., "Example")

## 997. How to set dark mode as default?

Enable dark mode by default:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Add JavaScript to trigger dark mode:
```javascript
$(document).ready(function () {
  setTimeout(function () {
    document.getElementById('darkTheme').click();
  }, 100);
});
```
3. **Optional**: Enforce dark mode only
   - **Settings** > **Knowledge base site** > **Customize site**
   - Select **Dark only** under **Site theme**

Test implementation to ensure compatibility.

## 998. How to center align headings in articles?

Center H2, H3, H4 headings:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Add CSS:
```css
h2, h3, h4 { text-align: center; }
```
3. Save

Applies globally to all specified headings.

## 999. How to change table header color?

Change table header background:

1. Navigate to **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Target appropriate selector:
   - **KB Site 1.0**: `table th`
   - **KB Site 2.0**: `.editor360-table th`
3. Modify background color
4. Save

## 1000. How to change callout colors in dark mode?

Customize callout colors:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Modify these properties for callout classes:
   - `.infoBox`
   - `.errorBox`
   - `.warningBox`
3. Adjust `background-color`, `color`, and `border-left`
4. Use `!important` to override defaults

## 1001. How to add extra space in Markdown?

Add spacing using HTML:

- Vertical space: `<br>`
- Horizontal space: `&nbsp;`

Markdown doesn't support extra spacing natively.

## 1002. How to align images in Markdown?

Default image alignment is left.

Workaround using HTML:
```html
<p style="text-align: center"><img src="[Image-URL]" /></p>
```

Steps:
1. Find image URL in Document360 Drive
2. Replace `[Image-URL]` with actual URL
3. Adjust `text-align` value as needed (`left`, `right`, `center`)

Works with all image file types.

## 1003. How to make all links open in new tab?

Force links to open in new tabs:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Target selectors:
   - `content_block_text a`
   - `block-article a`
3. Set `target` attribute to `_blank`

## 1004. How to change table of contents color?

Modify TOC colors via custom CSS:

**KB Site 1.0**:
```css
.content_block .content_container .page-action .article_action_links ul li a
```

**KB Site 2.0**:
```css
d360-table-of-content .toc-item .toc-toggle-icon,
d360-table-of-content .toc-item a
```

Selected items:
```css
d360-table-of-content .toc-item.selected a
```

## 1005. How to add background image to text?

Add background images:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Create CSS class specifying background image URL
3. Apply class to text elements in HTML
4. Use publicly accessible images only

## 1006. How to sort table contents?

Add sorting functionality:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. CSS: Style headers for clickability, display sort indicators
3. JavaScript: Handle sorting logic, maintain sort state, update indicators
4. Users click headers to sort

## 1007. How to set default featured image?

Configure social media default image:

1. **Settings** > **Knowledge base portal** > **Knowledge base site** > **Integrations**
2. **Custom HTML** > **Add**
3. Paste meta tags:
```html
<meta property="og:image" content="Image_URL" />
<meta property="og:image:secure_url" content="Image_URL" />
```
4. Replace "Image_URL" with actual link
5. Image must be publicly accessible

## 1008. How to customize hyperlink size?

Modify link font size (Enterprise plan):

1. **Settings** > **Knowledge Base Site** > **Customize Site** > **Custom CSS & JavaScript**
2. Add CSS:
```css
.CustomLink {
  font-size: 25px;
}
```
3. Apply class to links:
```html
<a class="CustomLink" href="your-link">Link Text</a>
```
4. Adjust font-size value

## 1009. How to add borders to images?

Add borders using HTML:
```html
<img src="image.jpg" alt="description" style="border: 2px solid grey;">
```

Adjust width, style, and color values as needed.

## 1010. How to embed YouTube Shorts?

Embed YouTube Shorts using iframe:

1. Replace `/shorts/` with `/embed/` in URL
2. Use provided iframe code
3. Optimal size: 315px × 560px

## 1011. How to add shadows to images?

Add shadows using HTML:
```html
<img src="image.jpg" alt="description" style="box-shadow: 3px 3px 3px gray;">
```

Customize horizontal offset, vertical offset, blur radius, and color.

## 1012. How to embed Excel files?

Embed Excel files directly into articles.

Available in Professional, Business, and Enterprise plans.

Process:
1. Share Excel file (File > Share > Embed)
2. Copy embed code
3. Paste into Document360 editor

## 1013. How to change feedback button colors?

Customize feedback buttons:

1. **Settings** > **Knowledge base site** > **Customize Site** > **Custom CSS & JavaScript**
2. Target specific classes with CSS
3. Update color values
4. Save

Example:
```css
.feedback-button {
  background-color: #ff6b6b;
}
```

## 1014. How to change header menu hover color?

Customize header hover colors (Business/Enterprise plans):

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Apply CSS rule targeting hover state:
```css
.header-link:hover {
  color: #yourdesiredcolor;
}
```

## 1015. How to move related articles above feedback?

Relocate related articles section:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Add JavaScript:
```javascript
window.onload = function () {
  $('.content_block_text').append('<div class="sperator"><hr></div>');
  $('.related-articles-container').appendTo('.content_block_text');
};
```
3. Save

## 1016. How to hide footer in mobile view?

Hide footers on mobile devices:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Select appropriate CSS snippet:
   - **KB site 1.0**: Target `.custom-footer` with `max-width: 469px`
   - **KB site 2.0**: Target `site-footer-section` with `max-width: 767px`
3. Paste in CSS tab
4. Save and test

## 1017. How to hide change password option?

Hide password change UI:

1. Locate HTML element using browser dev tools
2. Add CSS to hide element:
```css
.change-password-link {
  display: none;
}
```
3. **Alternative**: Use JavaScript for dynamic content:
```javascript
window.addEventListener('DOMContentLoaded', function () {
  document.querySelector('.change-password-link').remove();
});
```

Note: UI hiding doesn't prevent direct URL access.

## 1018. How to hide category manager?

Hide category manager globally:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Target appropriate selectors:
   - **KB site 1.0**: `.left_sidebar` and `.left-sidebar-toggle`
   - **KB site 2.0**: `site-docs-left-panel-container`
3. Add CSS to hide elements
4. Save

## 1019. How to hide left navigation bar?

Hide left sidebar:

1. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
2. Add CSS:
```css
site-docs-left-panel-container {
  display: none !important;
}
```
3. Save

Users can still display sidebar by clicking "Show category" icon.

## 1020. How to configure custom fonts?

Add custom fonts:

1. Obtain font embed link (e.g., Google Fonts)
2. **Settings** > **Knowledge base site** > **Integrations** > **Custom HTML**
3. Paste font link in Header section
4. **Settings** > **Knowledge base site** > **Customize site** > **Custom CSS & JavaScript**
5. Add CSS specifying `font-family`

## 1021. How to access billing overview?

Access billing information:

**Settings** > **Knowledge base portal** > **Billing**

Tabs:
- **My Plan**: Change requires support assistance
- **Payment Information**: Update card details
- **Invoice History**: View past invoices

Free plan discontinued. Check pricing page for current options.

## 1022. How to upgrade subscription plan?

Upgrade Document360 plan:

1. **Settings** > **Knowledge base portal** > **Billing**
2. Click **Change plan**
3. Compare features in **Compare plans and features** section
4. Select plan and click **Let's talk**
5. Sales team assists with upgrade

Only Owners or users with Billing permissions can upgrade.

## 1023. Document360 plan options

Available plans:
- **Professional**
- **Business**
- **Enterprise**
- **Enterprise +**: Dedicated servers
- **Startup program**: Six months free, then discounted rate

Plan differences include storage, translation credits, workspaces, sandbox availability, and team accounts.

Add-ons available: storage, languages, team accounts, readers.

## 1024. Plan feature comparison

Tiered plans with increasing capabilities:

**Business vs Professional**:
- More storage
- Enhanced team collaboration
- Advanced analytics
- Workflow Designer
- Ticket Deflector
- Additional AI features

**Enterprise vs Business**:
- Substantially more storage
- Larger teams
- Sandbox environment
- IP restrictions
- Premium AI support
- Health checks

## 1025. How to downgrade subscription plan?

Downgrade plan:

1. **Settings** > **Billing** > **Change plan**
2. Select target plan (Professional, Business, or Enterprise)
3. Compare features and limits
4. Sales team assists with process

Note: Some features may be lost.

Only Owners or users with Billing permissions can downgrade.

## 1026. Post-downgrade considerations

Downgrading impacts:

- Limits new content creation
- Removes access to some features
- Restricts add-on usage
- May lose data exceeding new plan limits

Preserved items:
- Existing articles
- Tags
- Feedback
- PDF exports (with reduced limits)

## 1027. Changing plans during trial

Switch plans during 14-day trial:

1. **Settings** > **Billing**
2. Choose **Try other plans**
3. Select desired plan
4. Confirm

Process is free. Downgrading may lose features.

## 1028. How to subscribe to Document360

Subscribe to service:

1. **Settings** > **Knowledge base portal** > **Billing**
2. Click **Buy now**
3. Select plan
4. Click **Let's talk**
5. Sales team assists with purchase

## 1029. Purchasing add-ons

Available add-ons:
- Workspaces
- Languages
- Translation credits (1M characters)
- Storage (50GB)
- Team accounts
- Readers (5000 per unit)
- PDF export limits

**Business plans**: Crowdin and Phrase extensions
**Enterprise plans**: Salesforce extensions, additional sandboxes

Purchase process:
1. **Settings** > **Billing** > **Add-ons**
2. Select required add-ons
3. Confirm payment

Saved card required. Legacy users contact support for offline purchases.

## 1030. How to change payment information

Update payment details:

1. **Settings** > **Billing** > **Payment information**
2. Edit payment method and billing address under Credit card tile
3. **Optional**: Add secondary card via **Add another card**
4. Set secondary card as primary if needed

Only team account owner can modify billing information.

## 1031. Managing notification channels

Configure custom notifications:

1. **Settings** > **Notifications** > **Event Mapping**
2. Enable alerts for events like:
   - Custom domains
   - CSS/JavaScript changes
   - Backups
   - Project members
   - Documentation updates
   - Landing page changes
   - Article modifications
   - Payment activities

Ensures timely notifications for maintenance.

## 1032. Viewing notification history

Access notification history:

**Settings** > **Notifications** > **History**

Shows all previously sent notifications across configured channels.

## 1033. Hiding categories

Hide categories from:

- Knowledge base navigation
- Search results

Applies to categories under development and their subcategories/articles.

## 1034. Custom footer configuration

Two footer options:

1. **Blank layout**: Complete HTML/CSS customization
2. **Predefined themes**: Themes A and B with built-in styles

## 1035. Category tree performance

Improved emoji library loading speed in category manager.

## 1036. Viewing support ticket status

Check ticket status:

1. Log in to support.document360.com
2. Search tickets using keywords
3. Filter by status:
   - All
   - Open/Pending
   - Resolved/Closed
   - Archive
4. Click ticket to view details
5. Status displays on right with history

## 1037. Support ticket access

Raise and track tickets at [Document360 support page](https://support.document360.com/support/login)

Response time:
- **Professional**: Standard
- **Business**: Within minutes
- **Enterprise**: Within minutes

## 1038. Raising support tickets

Submit ticket:

1. Log in to [support page](https://support.document360.com/support/login)
2. Click **Submit a ticket**
3. Fill fields:
   - Requester
   - Subject
   - Group
   - Description
4. Attach files if needed
5. Submit

Redirected to status page with Ticket ID.

## 1039. Exporting support tickets

Export tickets:

1. Log in to support system
2. Select **Tickets**
3. Configure export settings:
   - Date range
   - Format (.csv or .xls)
   - Fields to include
4. Download

## 1040. What is an HAR file?

HAR (HTTP Archive) file:

- JSON log of browser webpage interactions
- Captures requests, responses, timings, cookies, metadata
- Used for debugging and performance analysis
- Generated by web browsers and tools

## 1041. Generating HAR files

Troubleshoot Document360 issues:

1. Open browser Developer Tools (F12)
2. Go to Network tab
3. Enable recording
4. Reproduce problem
5. Stop recording
6. Save as HAR file

**Tips**:
- Clear browser cache before recording
- HAR files contain sensitive data - remove personal info before sharing

Process similar across Chrome, Firefox, Edge, Safari, Opera.