Features Archives - Document360 https://document360.com/tutorial-video/category/features/ The knowledge base that scales with your product. Fri, 09 Feb 2024 09:26:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.2 https://document360.com/wp-content/uploads/2018/06/favicon-150x150.png Features Archives - Document360 https://document360.com/tutorial-video/category/features/ 32 32 AI-Powered SEO Meta Description Generator for Your Knowledge Base https://document360.com/tutorial-video/ai-powered-seo-meta-description-generator/ Fri, 09 Feb 2024 06:29:54 +0000 https://document360.com/?post_type=tutorial-video&p=10029 Document360’s powerful AI-powered SEO tools can improve the visibility of your documentation on Search Engine, resulting in higher rankings and increased organic traffic.  How do you access the SEO meta tags generator?     Start by creating an article within your documentation. Once the article is set up, click “Article Settings” and expand the SEO dropdown. […]

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Document360’s powerful AI-powered SEO tools can improve the visibility of your documentation on Search Engine, resulting in higher rankings and increased organic traffic. 

How do you access the SEO meta tags generator?    

  1. Start by creating an article within your documentation.
  2. Once the article is set up, click “Article Settings” and expand the SEO dropdown.
  3. Document360 automatically populates SEO title and URL fields based on your article’s content.
  4. Opt to use the AI SEO description generator for an optimized meta description.
  5. Save the SEO information and move to the Content section within Documentation.
  6. Go to the SEO description where all SEO parameters can be managed.
  7. Edit SEO title or description centrally, providing flexibility, especially for multiple items.
  8. Use filtering options to narrow the list based on parameters like category, contributors, tags, or date.
  9. Click “Generate SEO Description” and confirm in the pop-up window.
  10. Remember to click “Save” before leaving the SEO description page. 

Utilize these powerful SEO tools to ensure your knowledge-based content reaches a wider audience and remains easily discoverable. 

Here is an elaborate guide for you to refer to SEO Description

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Create Custom Templates for your Documentation https://document360.com/tutorial-video/custom-templates/ Fri, 09 Feb 2024 06:29:43 +0000 https://document360.com/?post_type=tutorial-video&p=10036 Document360 templates offer predefined structures for articles, making creating content for your knowledge base easier. These versatile templates can be applied to various documents, including user guides, FAQs, release notes, or customized documentation.   How do you access templates for articles?   Navigate to the Content Tools and locate the Content Reuse section.   Click on the […]

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Document360 templates offer predefined structures for articles, making creating content for your knowledge base easier. These versatile templates can be applied to various documents, including user guides, FAQs, release notes, or customized documentation.  

How do you access templates for articles?  

Navigate to the Content Tools and locate the Content Reuse section.  
Click on the Templates tab to create, view, and manage templates in your project.  
System templates, denoted by a distinct icon, are pre-bundled with Document360.  
Click the View button to examine these templates, which cannot be modified or removed.  
Use the search function for efficient navigation in case of an extensive template list.  

Create a New Template (Method 1)  

Click “Create Template” in the Templates tab.  
Assign a relevant name, choose the preferred editor, and provide a concise description.  
Construct the template using the editor.  
Save and close to see your newly crafted template added to the list.  

Create a New Template (Method 2)  

Identify an article in your documentation to transform into a template.  
Click the More button next to the article’s name or at the top right of the editor.  
Select “Save as Template” and confirm the action by clicking Yes.  
The newly created template appears in the Templates list for further modification.  

Use Templates to Create Articles  

Within the Documentation section, click “Create” and choose “Article from Template.”  
Name the new article, specify its location, and access the Content Reuse section if needed.  
Preview the template on the right panel, select the desired template, and click “Use this Template.”  
Edit the content to build your article efficiently.  

Document360 empowers users to generate articles from system templates or create new templates. These templates enhance efficiency, flexibility, and consistency across the project.  

Here is an elaborate guide for you to refer to: Create Custom Templates

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Knowledge Base Dashboard Overview https://document360.com/tutorial-video/knowledge-base-dashboard-overview/ Fri, 29 Dec 2023 12:49:43 +0000 https://document360.com/?post_type=tutorial-video&p=9714 Dive into the features of Document360’s dashboard, a centralized hub providing crucial insights and task management for your projects. The information you see on the dashboard depends on your role within the project. If you’re an admin or owner, your view will be completely different from that of an editor or draft writer. The dashboard […]

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Dive into the features of Document360’s dashboard, a centralized hub providing crucial insights and task management for your projects. The information you see on the dashboard depends on your role within the project. If you’re an admin or owner, your view will be completely different from that of an editor or draft writer. The dashboard segregates the information and helps the user showcase their article contribution and performance. Also, find the list of articles that have gone through the workflow and are awaiting your review. Check out our video and learn to leverage the power of the dashboard for effective project oversight.

Here is an elaborate guide for you to refer to: Dashboard Overview

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Manage customer feedback within your knowledge base https://document360.com/tutorial-video/feedback-manager/ Fri, 29 Dec 2023 12:46:42 +0000 https://document360.com/?post_type=tutorial-video&p=9718 The Feedback Manager in Document360 serves as a powerful tool for managing the feedback-resolution process. By providing a centralized hub for customer concerns that helps you quickly address customer issues, reduce churn, and cultivate a loyal customer base. With an intuitive interface, you can easily access all existing and emerging concerns among your readers and […]

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The Feedback Manager in Document360 serves as a powerful tool for managing the feedback-resolution process. By providing a centralized hub for customer concerns that helps you quickly address customer issues, reduce churn, and cultivate a loyal customer base. With an intuitive interface, you can easily access all existing and emerging concerns among your readers and promptly address them. Thus, you can incorporate feedback into content updates to continuously improve the knowledge base quality and relevance.

How do you access the reader’s feedback?

Go to Content tools → Documentation → Feedback manager -> article feedback

You can find the list of reader feedback

Use the available filter options at the top to narrow down the list

Click on the desired feedback in the list, and a detailed view of the feedback appears

The feedback management involves the following five generic steps:

  • Receiving feedback
  • Assessing feedback
  • Assigning feedback
  • Addressing feedback
  • Notify the feedback provider
  • Bulk actions

Here is an elaborate guide for you to refer to: Feedback manager

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How to Import, Export and Migrate Your Knowledge base Project https://document360.com/tutorial-video/import-export-and-migrate-knowledge-base-project/ Fri, 29 Dec 2023 11:03:09 +0000 https://document360.com/?post_type=tutorial-video&p=9721 The import, export, and migration feature within Document360 lets you populate articles and categories with a few clicks. With this feature, it’s convenient to manage and transfer existing documentation across different projects and even import it into entirely from another knowledge base platform. It eliminates the manual recreation of all the documents and facilitates the […]

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The import, export, and migration feature within Document360 lets you populate articles and categories with a few clicks. With this feature, it’s convenient to manage and transfer existing documentation across different projects and even import it into entirely from another knowledge base platform. It eliminates the manual recreation of all the documents and facilitates the swift setup of a fresh project. Moreover, it has endless customization options provided during the export process, such as selecting specific date ranges, workspaces, languages, and categories, contributing to a refined and targeted data transfer.

Document360’s migration feature supports over one hundred knowledge-based platforms like Zendesk, Freshdesk, Getup, or Drift. It is particularly advantageous for users transitioning from their existing knowledge base to Document360. The dedicated migration support ensures a smooth and hassle-free transition, sparing users from the complexities of such moves.

Here is an elaborate setup guide for you to refer to: Import, Export, and Migrate Knowledge base 

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Manage multiple projects easily in Document360 Dashboard https://document360.com/tutorial-video/manage-multiple-projects-easily-in-document360-dashboard/ Mon, 13 Feb 2023 10:01:26 +0000 https://document360.com/?post_type=tutorial-video&p=7517 With the Document360 project dashboard, can easily manage all the projects you are part of. The knowledge base dashboard features all the projects the user owns, projects associated as a team account, and projects associated as a reader. It tells you the type of the project: Private, Public, or mixed and the contributor for that […]

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With the Document360 project dashboard, can easily manage all the projects you are part of. The knowledge base dashboard features all the projects the user owns, projects associated as a team account, and projects associated as a reader. It tells you the type of the project: Private, Public, or mixed and the contributor for that project.

Check out more on project dashboard

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How to add business glossary terms to your knowledge base https://document360.com/tutorial-video/how-to-add-business-glossary-terms-to-your-knowledge-base/ Tue, 31 Jan 2023 13:23:07 +0000 https://document360.com/?post_type=tutorial-video&p=7436 Enhance your knowledge base by adding the glossary to help readers understand the ...

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Enhance your knowledge base by adding the glossary to help readers understand the frequently used terms (word/phrase/acronym/abbreviation). In Document360, you can add new glossary terms to your knowledge base to educate the readers and help them understand better.

𝐇𝐨𝐰 𝐭𝐨 𝐚𝐝𝐝 𝐚 𝐠𝐥𝐨𝐬𝐬𝐚𝐫𝐲 𝐭𝐞𝐫𝐦:

1. Go to Content tools → Content reuse → Glossary, and the list of existing glossary terms appear (if added)

2. Click + New → New term, and a blade appears on the right

3. Type in the desired term

4. If you want the term to be available in all languages, enable the Global toggle. If you want the term to be available in a particular language, disable the Global toggle and select the desired language in the Language dropdown

5. Type in the desired definition. You can find the available formatting options in the below section

6. Once done, click Add

The Import glossary option allows you to import glossary terms in bulk. Before importing, you should populate the glossary terms and respective definitions in a CSV file.

You can keep a track of where the glossary is being used in your knowledge base and export the glossary terms available in your knowledge base. Utilize the filters such as Search field, updated by, and last updated to narrow down the desired glossary terms data. You can also download the glossary terms data of an individual language and all terms in the knowledge base.

Also, control permissions on who can manage and access the glossary in the Content role.


Click here to read more on business glossary

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How to create custom pages for your knowledge base https://document360.com/tutorial-video/how-to-create-custom-pages-for-your-knowledge-base/ Mon, 28 Nov 2022 10:40:50 +0000 https://document360.com/?post_type=tutorial-video&p=6968 Document360’s Custom Pages feature allows you to customize and style the static web pages in your knowledge base. Document360 offers 2 style options: Basic style – Customize the page with the available options such Themes, Image, Title, and Description Custom style – Customize the page with HTML or CSS You can customize the following static […]

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Document360’s Custom Pages feature allows you to customize and style the static web pages in your knowledge base. Document360 offers 2 style options:

  • Basic style – Customize the page with the available options such Themes, Image, Title, and Description
  • Custom style – Customize the page with HTML or CSS

You can customize the following static pages in Document360:

  • 404: 404 page appears when a reader tries to access a non-existent page on our knowledge base site.
  • Access denied: Access denied page appears when a reader with some access permissions in your knowledge base tries to access a knowledge base site URL to which the reader doesn’t have access.
  • Unauthorized: An ‘Unauthorized page’ appears when a user with no access permission in your knowledge base tries to access a knowledge base site URL.
  • Login page: The login page appears when the reader accesses the home page of your private knowledge base site.
  • IP restriction: IP restriction page appears when a reader tries to access the knowledge base site URL from any restricted IP address.

Read More: Custom Pages

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Capture user attention using smart bar in your knowledge base https://document360.com/tutorial-video/capture-your-user-attention-using-smart-bars-in-your-knowledge-base/ Wed, 16 Nov 2022 10:22:53 +0000 https://document360.com/?post_type=tutorial-video&p=6913 Document360’s Smart bar feature allows you to display a banner/bar of info messages overlaying the knowledge base at site level, project level, and language level based on certain conditions. You can apply a set of rules on the visibility of the smart bar based on: • URL • Query Parameter • IP Address • Browser […]

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Document360’s Smart bar feature allows you to display a banner/bar of info messages overlaying the knowledge base at site level, project level, and language level based on certain conditions. You can apply a set of rules on the visibility of the smart bar based on:

• URL
• Query Parameter
• IP Address
• Browser
• Device
• Project
• Language

𝐇𝐨𝐰 𝐭𝐨 𝐚𝐝𝐝 𝐬𝐦𝐚𝐫𝐭 𝐛𝐚𝐫:

1. Click on the Settings menu, under Knowledge base site select the Smart Bars option

2. You can see the page with the list of smart bars (if already added) in the Smart bar overview page

3. Click on the Add smart bar button and a right-side blade window appears

4. In the Name field type in a name for your smart bar (This name will not appear in the actual smart bar)

5. On the right you can see the Status toggle which basically turns on/off the smart bar in your knowledge base

6. In the Content section, add the text you want to display in your smart bar. You can use the basic text formatting (Bold, Italic, Underline) in your message. You can also add hyperlinks to your messages

7. Using the toggle in the content section you can choose if you want your smart bar to be Global or Language-specific

8. In the Bar position drop-down, you can select from the 4 predefined smart bar positions (Site top, Site bottom, Article top, and Article bottom)

9. In the Bar styles you can select the colour theme of the smart bar


𝐑𝐞𝐚𝐝 𝐌𝐨𝐫𝐞: Smart Bars

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How to enable knowledge base site security https://document360.com/tutorial-video/how-to-enable-knowledge-base-site-security/ Tue, 20 Sep 2022 06:30:08 +0000 https://document360.com/?post_type=tutorial-video&p=6619 We at Document360 offer robust knowledge base site security. So only authorized users can access the content and there are three available site access settings available. 𝐏𝐮𝐛𝐥𝐢𝐜: A public knowledge base site like a user manual, FAQ page, product documentation, and troubleshooting guides is accessible by everyone on the web. The published content of the […]

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We at Document360 offer robust knowledge base site security. So only authorized users can access the content and there are three available site access settings available.

𝐏𝐮𝐛𝐥𝐢𝐜: A public knowledge base site like a user manual, FAQ page, product documentation, and troubleshooting guides is accessible by everyone on the web. The published content of the knowledge base site can be accessed with direct links or via search engines on the web browser.

𝐏𝐫𝐢𝐯𝐚𝐭𝐞: A Private knowledge base such as employee handbook, Standard operating procedures & internal policies content is only accessible to specific people with a reader account or team account, and it is not open for the public to see. When a knowledge base is set to private, readers must sign in with their credentials to view articles.

𝐌𝐢𝐱𝐞𝐝: A hybrid site access setting that allows parts of the knowledge base to be public and parts of the knowledge base to be private access only for reader accounts with login credentials.


You can create reader accounts for your private knowledge base and grant them access to the material. You may also create reader groups for a select subset of customers to view a specific set of material.

The Readers self-registration feature allows a user to register for a reader account without being invited by a member of the project team. Share the URL of your knowledge base site with the users who want to self-register. Users can also configure the Document360 knowledge base to deny new readers self-registrations with email addresses from a specific domain.

The IP restriction provides additional level security for the knowledge base by either restricting or allowing access to user-designated IP addresses.

Read More: Knowledge base site security

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