# Document360 Documentation

## What is Document360?

Document360 is a knowledge management platform for creating self-service knowledge bases with public, private, or mixed access.

When using Document360, you'll work with these key interfaces:

* [My Projects](/help/docs/document360-getting-started#my-projects)
* [Knowledge base portal](/help/docs/document360-getting-started#knowledge-base-portal)
* [Knowledge base site](/help/docs/document360-getting-started#knowledge-base-site)
* [Document360 AI - Eddy AI](/help/docs/ai-features)
* [Resources](/help/docs/document360-getting-started#other-resources)

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## My projects

The project dashboard appears when you log into [Document360](https://portal.document360.io). It shows all projects you own, team projects, and reader projects. Each project displays a visibility tag (public, private, or mixed).

![1_Screenshot-My_projects](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_Screenshot-My_projects.png)

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## Knowledge base portal

The Knowledge base portal is where you:

* Create categories, articles, and templates
* Manage files, team accounts, and readers
* Configure branding, domain, security, and site settings

![Portal interface](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenShot-What_is_Document360.png)

Portal elements include:

1. Dashboard
2. Documentation
3. API Documentation
4. Analytics
5. Widgets
6. Drive
7. Settings
8. Search
9. Open Site

> NOTE: Changes made in the portal affect what readers see on the knowledge base site.

### 1. Dashboard

This page provides project overview and contributor metrics. Team accounts can view:

* Article counts (created, published, drafts)
* Performance insights (views, reads, likes, dislikes)
* Recently seen articles
* Team account and reader information
* Drive capacity
* Broken links
* No result searches
* Last backup date

Use filters to select time frames.

![Dashboard overview](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/3_Screenshot-Knowledge_base_portal_dashboard_overview.png)

The "My contribution" section shows individual user metrics including assigned tasks, article performance, workflow assignments, review reminders, feedback, and broken links.

![User contributions](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/4_Screenshot-Knowledge_base_portal_dashboard_my_contribution.png)

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### 2. Documentation

The Documentation page manages the category tree structure. Create categories, subcategories, and articles to organize content.

Drag and drop to reorder, hide, rename, or delete items using the menu that appears when hovering over categories.

![Category management](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/5_Screenshot-Knowledge_base_portal_documentation_view.png)

#### a. All articles

Perform bulk operations (publish, hide, move, delete) on multiple articles simultaneously.

![Bulk article operations](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/6_Screenshot-Knowledge_base_portal_documentation_view_all_articles.png)

#### b. Workflow assignments

View team activity and recently published articles. Filter by workflow status: Draft, In review, or Published. Overdue articles appear in the Overdue category.

![Workflow assignments](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/7_Screenshot-Knowledge_base_portal_documentation_view_workflow_assignments.png)

![Workflow page](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/7.1_Screenshot-Knowledge_base_portal_workflow_assignments_page.png)

#### c. Starred

Quick access to favorite articles.

![Starred articles](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/8_Screenshot-Knowledge_base_portal_documentation_view_starred.png)

#### d. Recycle bin

Restore deleted articles and categories within 30 days.

![Recycle bin](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/9_Screenshot-Knowledge_base_portal_documentation_view_recycle_bin.png)

#### e. Site builder

Customize the knowledge base appearance with logos, icons, brand colors, fonts, and styling.

![Site builder](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/10_Screenshot-Knowledge_base_portal_documentation_view_site_builder.png)

#### f. Content tools

Manage article and project content through these features:

* **Content reuse** - Variables, snippets, templates, glossary
* **Import and Export** - PDF export, migration from other tools
* **Content essentials** - Find and replace, review reminders, tags, SEO descriptions
* **Feedback manager** - Article and search feedback responses
* **Workflow designer** - Custom workflow statuses and sequences

![Content tools](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/11_Screenshot-Knowledge_base_portal_documentation_view_content_tools.png)

#### g. Categories & Articles

Create articles by selecting a category, adding title/slug, SEO details, and publishing. Editing creates new revisions without affecting live content. Articles show status indicators (yellow dot) for easy identification.

![Categories and articles](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/12_Screenshot-Knowledge_base_portal_documentation_view_categories_and_articles.png)

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### 3. API documentation

Create and manage API references with high-quality documentation. The "Try it!" feature lets users test endpoints directly from the knowledge base site.

Upload API references as URLs or JSON/YAML files to create interactive endpoint articles automatically.

![API documentation](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/13_Screenshot-Knowledge_base_portal_api_documentation.png)

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### 4. Analytics

Track user engagement with these metrics:

* Articles
* Eddy AI
* Search
* Team accounts
* Feedback
* Link status
* Page not found
* Ticket deflector

![Analytics](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/14_Screenshot-Knowledge_base_portal_analytics.png)

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### 5. Widgets

The knowledge base widget (formerly "Knowledge base assistant" or "In-app assistant") helps readers find answers without leaving your site.

Configure these settings:
* Installation & setup
* Custom CSS
* Custom JavaScript
* URL mapping

![Widgets](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/15_Screenshot-Knowledge_base_portal_widgets.png)

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### 6. Drive

Cloud storage for project files. Similar to Google Drive or OneDrive. Access via the Drive icon in the left menu.

![Drive](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/16_Screenshot-Knowledge_base_portal_drive.png)

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### 7. Settings

Configure project aspects including:
* Team member invitations
* Notification settings
* Domain configuration
* Article redirects

Settings are organized into:
* Knowledge base portal
* Knowledge base site
* Users & Security
* AI Features

![Settings](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/17_Screenshot-Knowledge_base_portal_settings.png)

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### 8. Search

Search all project content across workspaces and languages simultaneously. The search bar appears at the top of all portal modules.

Filter results by workspace, language, visibility, tags, and date range. Preview articles directly or navigate to the editor.

Switch between article and Drive search using tabs below the search bar.

![Search](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/18_Screenshot-Knowledge_base_portal_search.png)

![Search results](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/19_Screenshot-Knowledge_base_portal_search_bar_dropdown.png)

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### 9. Open site

View the knowledge base site for the currently open workspace. Navigates to the API documentation home page when in API workspace, or to the first available article/category if no home page exists.

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## Knowledge base site

This is what end-users see when reading articles.

Access settings:
* **Public** - Anyone on the internet
* **Private** - Login required
* **Mixed** - Combination of public and private

![Site preview](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/20_Screenshot-Knowledge_base_site_preview.png)