New

Release Update

New features

1. API documentation

Document360 now offers the API documentation feature, which provides a complete solution for creating and managing your API references. This feature makes your API documentation comprehensive, well-structured, and easy to navigate.

The all-important "Try it" option is also available to perform the actions within the Knowledge base site. Dedicated versions of your API documentation can be easily created and managed. This feature provides an intuitive interface for uploading API specification files as URLs, JSON files, and YAML files. You can generate code samples with the available programming languages to help users understand how to use the API. The users can view the responses in a most organized way.

2. AI Tag recommender

The AI-powered Tag recommender is now available in Document360. With this feature, you can generate relevant Tags based on the article content. This feature helps to categorize the articles more accurately and improve the searchability of the relevant articles in the Knowledge base. It will also save time for Team accounts who needs assistance in figuring out appropriate tags for the article content.

• Go to the desired article in the Knowledge base portal
• Click Article settings and expand Tags
• You can find the Tags recommended section

3. Content Security Policy (CSP)

We have added the CSP (Content Security Policy) to enhance the security of your Knowledge base. CSP helps to manage and prevent the external CSS, scripts, and frames embedded in your Knowledge base.

This feature uses the Content-Security-Policy response header to restrict the resource loading from external domains and allow resources only from the configured list of domains for each source.

• Go to Settings → Users & Security → Security
• Turn on the Enable content security policy toggle
• You can find the following source fields:
  • Style source
  • Script source
  • Frame source
• Type in the desired domain URLs in the respective fields
• Click Save

Improvements

1. 'Installed domains' in the Knowledge base assistant

Now you can view the domains in which your Knowledge base assistant has been embedded. This information helps you track and manage the embedded assistants effectively. To view the installed domains:

• Go to Settings → Knowledge base assistant → Setup configuration
• Hover over the desired Knowledge base assistant and click Edit
• In the Installation & Setup tab, expand the Installed domains
• You can find the domains in which the respective Knowledge base assistant has been embedded

2. Cache mechanism

The cache mechanism has been implemented for the Knowledge base site of the public projects. With this improvement, the changes made in the Knowledge base portal can take up to 15 minutes to reflect on the Knowledge base site of the public projects.

3. Make extension

Make extension is now available for US data center projects. Earlier, it was available only for EU data center projects.

4. Other improvements

Minor performance, bug fixes, and security improvements can also be observed in the knowledge base portal and site.

Announcements

• Effective March 04, 2023, we are implementing a pricing revision that will result in noticeable changes to the Billing section and Pricing page
• We are introducing a new plan named "Professional" to our suite of plans in Document360
• The "Startup" plan has been renamed as "Standard"

Check our pricing page for more information.

Release Update

New features

1. Sandbox

Now you can create a Sandbox project to test and experiment with the features, configurations, and integrations without affecting your live projects.

The Sandbox project comes with a 14 days trial period. Team accounts associated with a paid project can create the Sandbox project.

1. Go to the project dashboard
2. Click New Sandbox at the top right
3. Follow the instructions that appear in the window

Read more →

2. X-Frame options

The X-Frame feature allows you to control whether your Knowledge base can be embedded in an iframe on other domains. This feature provides an additional layer of security by preventing malicious websites from embedding your Knowledge base in an iframe.

1. Go to Settings → Users & Security → Security
2. Turn on the Enable X-Frame options toggle

The toggle is disabled for projects created before January 28, 2023. It is enabled for projects created after January 28, 2023. You can change the setting as needed.

Read more →

Enhancement

Single Sign-On

The Enterprise SSO module has been split to provide more flexibility in your configuration. Now you can have one of the SAML and OpenID configurations and also configure JWT at the same time. This enhancement allows for separate SSO configurations for your team accounts and readers. Earlier, you could only configure one of the three available SSO configurations (SAML, OpenID, or JWT).

For example, you can configure SAML for your SSO team accounts and JWT for SSO readers.

Read more →

Improvements

1. Team account idle timeout

Now you can set the desired time duration in the Team account idle timeout section of SSO configuration. The default value is 2 hours.

Read more →

2. Export - Performance Analytics

The export to CSV option is now available for Performance analytics data. The following data can be exported as a CSV file:

• Leading Contributors
• Leading Articles
• Leading Categories
• Countries

Read more →

3. Knowledge base assistant

The Knowledge base assistant will now open in the language of your browser by default. Earlier, it would open in the default language of your Knowledge base. This improvement will enhance the user experience.

UI/UX improvements

• A new module "Security" has been added in the Users & Security (Settings). The X-Frame options section is now available in Security. You can find more settings related to the Knowledge base site in the upcoming releases

• The Enterprise SSO is split into two modules: SAML/OpenID and JWT. You can find this module in the Users & Security (Settings)

Other improvements

Minor performance, bug fixes, and security improvements can also be observed in the Knowledge base portal and Knowledge base site.

Release Update

New feature

Multiple Knowledge base assistants

Earlier, you can configure only one Knowledge base assistant in a project. Now you can have up to 10 Knowledge base assistants in a project. We have made the UI simpler to configure the following settings in one place:

• Installation & setup
• Custom CSS
• Custom JavaScript
• URL mapping

The autosave option is available for navigation between the tabs. You can also clone an existing assistant and create a new Knowledge base assistant.

Read more →

Enhancements

1. No search results feedback

A search that does not return an article within the Knowledge base or Knowledge base assistant will return a feedback form. This option enables the readers to provide detailed feedback on their search. Team accounts can view the feedback data in the Search analytics module.

To enable the feedback form:

1. Go to Settings → Knowledge base site → Article settings & SEO → Article settings
2. Under Search settings, you can find the No search result feedback toggle
3. Switch it to On

Read more →

2. Custom configuration for Analytics Integrations

Custom configuration section is added in Integrations related to Analytics. With this section, you can customize your Knowledge base integration with an external analytics platform in one window. Previously, you would have used Custom HTML integration to configure code-specific settings. The following integrations will have the custom configuration section:

• Mixpanel
• Segment
• Hotjar
• Google Analytics
• Google Analytics (GA4)
• Heap
• FullStory
• Amplitude
• Google Tag Manager

Improvements

1. Auto register for SSO readers

Earlier, readers had to be registered with both identity providers and Document360. Now, readers that are registered with the identity provider don't need to register in Document360. They can directly access the Knowledge base with the identity provider credentials. You can enable/disable this option in SSO settings.

When you have multiple projects and wish to have the same configuration, you can import the logged-in SSO readers from one project to the other with this option.

Read more →

2. Team account idle timeout

Enable the 'Team account idle timeout' option in your project to log out the SSO team accounts that are idle for two hours. This setting is applicable only for SAML and OpenID configurations.

Read more →

Other improvements

Minor performance upgrades, bug fixes, and security improvements can also be observed in the Knowledge base portal and site

Release Update

New feature

Find and replace

Now you can search for any text/phrase and replace it across the knowledge base project in one place. Use this feature when you update any keyword/phrase in multiple instances (articles/category pages) in your knowledge base.

Note: This feature applies only to the article and category page content.

1. Go to Content tools → Documentation → Find and replace
2. Enter the search keyword/phrase in the Find field
3. Select the articles and category pages in which you want to replace
4. Enter the desired keyword/phrase you want to replace in the Replace with field
5. Click Replace
6. Select the desired article status after replace and click Proceed

You can also utilize the Match whole words and below filter options to narrow down the search results:

• Version/Language
• Visibility
• Status
• Contributors
• Tags
• Updated on

Read more →

Improvements

UI/UX improvements

Context menu consistency

Consistency across the context menus in the Documentation module is addressed. The context menus of the article, category, starred, and category manager is made consistent now.

Open the article/category in a new tab

Now you can open articles and categories in a new tab from the Knowledge base portal. This improvement helps you open the articles/categories in multiple browser tabs and perform a comparison, copy, and paste of the content effectively. Earlier, this option was unavailable for the articles and categories.

Other improvements

Minor performance, bug fixes, and security improvements can also be observed in the Knowledge base portal and Knowledge base site.

Release Update

New feature

Health check metrics

There are some great insights in this feature about the article's health. This feature is available only for articles and category pages of the English language.

1. Go to the desired article in the Documentation
2. Click Health check metrics

If you update any parameter with the 'Health check metrics blade' open, click Check now to view the insights of the latest changes.

It has two sections: SEO metrics and Readability metrics.

• SEO metrics shows the insights of the article's SEO metrics. This metric help assess the parameters such as

  • Meta title length
  • Meta description length
  • External links
  • Internal links
  • Featured image.

• Readability metrics shows the insights on the article's readability. This metric help assess the parameters such as

  • Readability score
  • Paragraph length
  • Sentence length
  • Sub-heading distribution.

Based on the optimal condition, each parameter will be narrowed down under one of the following sections:

• Problems
• Suggestions
• Good work

Every writer would love this feature as it saves time checking the article metrics. Not just writers but the SEO team in your organization can also benefit from the SEO metrics. With the easy navigation for adding/updating meta titles, meta descriptions, and featured images, you can swiftly jump into the respective sections.

Read more →

Improvement

Bulk operations

Earlier, you could view only 200 articles on the bulk operations page. Now, you can view all the articles available in the selected version/language. This improvement helps you perform actions in the desired articles without hassle.

Other improvements

Minor performance, bug fixes, and security improvements can also be observed in the knowledge base portal and knowledge base site.

Release Update

New feature

Bubble up status

Earlier, readers had to open the category to view the articles with the New, Updated, or Custom article status. To view the latest articles in the knowledge base, readers would go to the 'What's New' page. However, there is no article status indicator on that page which leads the users to navigate to the article to find its status (New/Updated/Custom).

With the Bubble up status, readers can view which categories have been updated with the latest articles. The count of the articles with New, Updated, and Custom article status appears next to the category name. This feature helps you to notify the readers about new and updated articles in each category.

To enable the Bubble up status indicator:

• Go to Settings → Knowledge base site → Article settings & SEO → Article settings
• Under the Category manager section, enable the Show bubble up status to On

Read more →

New extension

Make

The integration tool Make is available as an extension on your Document360 knowledge base portal. This integration allows you to connect and integrate multiple cloud apps and services. The Scenarios help automate your tasks in the background and automate certain workflows. You can easily create a Scenario (workflows that connect your app): choose a trigger for the workflow to activate and then choose a response action. This opens new possibilities and hundreds of possible use cases.

Go to Settings → Knowledge base portal → Extensions → Team collaboration

Read more →

Enhancements

1. Glossary

• Export glossary option has been added. So you can export the glossary data as a CSV file that contains the following information: Term name, Definition, Dependencies, Updated on, and Updated by.
• Earlier glossary terms were not highlighted in the Knowledge base assistant. Now users can experience the glossary terms in knowledge base assistant just like you do in the knowledge base site.
• Importing images in the definition is made available. Add image tag URLs in the definition field and import the glossary.

Read more →

2. Convert regular Document360 account to SSO account

Previously, there was no option to convert a regular Document360 account to an SSO account directly. You must replicate the roles and access permissions correctly, even if you take a tricky workaround of deleting the Document360 account and adding a new SSO account.

With the Convert to SSO option, you can seamlessly convert the Document360 account(s) to SSO account(s) without changing the roles and access. This option would reduce your efforts in team account/reader conversion.

Read more →

3. Translation in bulk operations for published articles

Earlier translation in bulk operations was available only for articles in New article and Draft status. You would spend considerable time in manual translation to perform translation for the published.

Now you can perform translation for the published articles in just a few clicks. So there is no restriction for translation in bulk operations concerning article status.

Read more →

Improvements

1. Team auditing

• Now, you can export the team auditing data as a CSV file
• A new section 'Users & security' has been added on the Audit configuration page
• The filters available on the Team auditing page have been revamped to enhance the user experience
• Now, you can search for the desired events, which have been placed in alphabetical order.

2. SEO description generator

• SEO description generator clicks have been renamed as credits. The credits available on your billing page are not to be confused with the SEO description generator credits
• Meta management tab available in 'Settings → Knowledge base site → SEO' has been renamed and moved into Content tools → Documentation as SEO description
• 'Article settings' & 'SEO' has been merged under Article settings & SEO. It has two tabs:
  • Article settings: Settings related to individual articles will be available here
  • SEO: SEO settings such as Robots.txt and Sitemap will be available here

Other improvements

Minor performance, bug fixes, and security improvement can also be observed in the knowledge base portal and site.

Release Update

New features

1. Glossary

Enhance your knowledge base by adding the glossary to help readers understand the terms(word/phrase/acronym/abbreviation) frequently used in articles. A dotted line highlights glossary terms so readers can hover over them with their mouse pointer to view their definitions. You can effortlessly import glossary terms in bulk with the Import glossary option.

Go to Content tools → Content reuse → Glossary

In addition, the dedicated glossary terms page can also be added to the home page, header, footer, menu, and anywhere on the web using the glossary overview page link.

Read more →

2. Feedback manager

Now you can manage and respond to your article and category page feedback in one place. You can also view all the past feedback in the Feedback manager.

To access reader feedback, earlier you would go to Analytics → Feedback, but you can only view the feedback of a specific date range(last 30/90 days). There was no option to respond to the feedback in the same window. To respond, you would have to draft an email manually.

With the feedback manager, we have reduced your efforts in managing the feedback by tracking the actions in each feedback, and you can respond to the users in the same window.

Go to Content tools → Documentation → Feedback manager

Read more →

Improvements

1. Article feedback

Now, you can add multiple feedbacks for an article/category page as a team account or reader. Earlier, you could add only one feedback for an article/category page. As a way to improve feedback, we have added standard predefined feedback options to choose from when you click the dislike button. Users can also select the Notify me about change checkbox to receive information about updates to the article/category page they have provided feedback.

2. GA4 integration with Document360

Previously, we only provided a direct integration option for the old Google Analytics version GA3 (Universal Analytics). You would use the custom HTML integration as a workaround to integrate the latest version of Google Analytics (GA4).

We have added a new integration, Google Analytics (New) to bypass the custom HTML workaround. All you need is just the Measurement ID to integrate GA4 in your knowledge base. It's that easy to integrate your knowledge base with GA4 now.

• Go to Settings → Knowledge base site → Integrations → Add new integration
• Select Google Analytics (New) → Add the Measurement ID in the Google Analytics field and click Add

Read more →

3. Date consistency

A standard date format is implemented in the knowledge base portal. The date format would appear in one of the below formats:

• Just now
• 30 seconds ago
• 1 minute ago
• 1 hour ago
• This Monday
• Aug 08, 2021

Hover your mouse pointer over the time/date details to view the exact date and time. The time details would be in your system local time.

Other improvements

Minor performance, bug fixes, and security improvement can also be observed in the knowledge base portal and site.

New

Release Update

New feature

Advanced search in knowledge base site

Use the advanced search to find anything (titles, slugs, tags, text content inside the articles and categories) within your knowledge base site. This would help the readers find the desired search results with the available filter options. You can filter the search results based on version, language, category, contributor, tag, and updated date range. a. Go to Settings → Article settings → Search settings

b. Toggle On the Enable advanced search option

For example, you want the search results for the keyword "login" in the FAQ and Troubleshooting versions that have been updated in the last four months.

• Search the keyword "login" on the knowledge base site and click Go to advanced search
• Apply filters in the 'Version / Language' and 'Updated on' dropdowns
• The desired search results are populated immediately

Read more →

Enhancements

1. Markdown option for snippets

Earlier, you can only create the content of the snippets using the WYSIWYG editor. Now you can also create the content of the snippets using the Markdown editor.

a. Go to Content tools → Content reuse → Snippet → Add snippet

b. Enable the Markdown toggle and click Yes in the confirmation prompt

Read more →

2. Custom link color

By default, hyperlinks appear in blue. Now you can customize the below link colors:

• Link color - Color of the hyperlink
• Link hover color - Color of the mouseover hyperlink (under the mouse pointer)
• Visited link color - Color of the hyperlink that has been visited recently

Go to Settings → Knowledge base site → Design → Update the desired colors under Color → Save

Read more →

3. Updating team accounts profile image

Previously, only the respective team account could update their profile image. Additionally, the Owner(s) and Admin(s) of the project are now able to update any team account's profile image.

Read more →

Improvements

Minor performance, bug fixes, and security improvement can also be observed in the knowledge base portal and site.

New

Release Update

New features

1. SEO description generator

Use the SEO description generator to generate the meta descriptions for your articles and category pages effortlessly. This AI-powered feature will generate the best meta description for your articles and category pages based on the content. This is an addon feature and is available only for the English language.

For an article/category page:

Go to the desired article/category page → Article settings/Category settings → SEO → Generate meta description → Save

For multiple articles/category pages:

• Go to Settings → Knowledge base site → SEO settings → Meta management
• Select the desired articles and category pages
• Click Generate meta description → Save

Read more →

2. Custom pages

Custom pages feature allows you to customize and style the static web pages in your Knowledge base. Both the basic and custom style (CSS/HTML) options are available.

Go to Settings → Knowledge base site → Custom pages

You can customize the below static pages in Document360:

• 404 page
• Access denied page
• Unauthorized page
• Login page
• IP restriction page

Read more →

3. Block inheritance

Earlier, if you want to restrict the content level access of inherited team accounts, you would be adding them to the denied list manually in the respective content level. With the Block inheritance option, you can restrict the content access of team accounts irrespective of the inheritance. This allows you to configure the access of any content level (version/language/category/article) to only the desired team accounts and team account groups.

For example, you have six inherited team accounts in version 'V1', and you want to provide access only to two team accounts.

Read more →

Enhancements

1. Dual linking

When dual linking is enabled, if Article-A is added as a related article in Article-B, then Article-B will appear as a related article in Article-A. Save time by using dual linking for adding related articles. With this option, you can avoid adding the related articles in both articles; instead, you can add one article and enable dual linking. Dual linking is disabled by default for projects created before July 09, 2022, and enabled by default for projects created after that.

Go to Settings → Knowledge base site → Article settings → Article right or bottom

Read more →

2. Image cropping in WYSIWYG editor

The image cropping option is available now in the WYSIWYG editor. This option allows you to crop the image inside the editor. You can also add text and rotate the image.

1. Click the desired image in the editor, and you find the Advanced edit option in the image formatting popup
2. Click Advanced edit and an editing window appears with various options
3. Click Crop / Text / Rotate
4. Perform the desired actions and click Save

Read more →

3. SSO login for Support page

SSO login has been enabled for the support page. All Document360 users can access the support page with the portal credentials. Previously only particular users with support page credentials could access the support page. You can track the support tickets raised through the email support (or) support page. Read more →

4. Remember state

Remember state feature is enhanced to store the UI state of the below elements:

• Filter
• Accordion
• Grid sort
• Category manager slider
• Language dropdown
• Version dropdown

This functionality works when you navigate between different modules (Documentation/Drive/Analytics/Content tools/Settings).

Read more →

5. Export PDF

Previously, the export content size limit was 2 MB. Now it has been increased to 15 MB. This enhancement allows you to export large PDF files.

Read more →

6. Ticket deflector localization

Localization for various elements in the ticket deflector has been added. You can localize the ticket deflector elements and enhance the user experience.

• Go to Settings → Knowledge base portal → Localization & Versions → Localization variables
• Select the desired language under the Select language section
• Expand the Ticket deflector section and update the desired elements
• Click Save

Read more →

Improvements

UI/UX improvements

• Help icon is added in the left menu bar. Tutorial videos, Get assistance, Chat with us, Documentation, System status, and Feedback are moved into this section
• Slug change confirmation prompts of articles and tags have been updated to add individual fields for redirection and confirmation
• In the article/category pages, team accounts that contributed to the content updates are listed at the top in the Manage contributors dropdown. This improvement makes it easier to identify who is responsible for updating content

Resolution

Snippets in Markdown articles

Previously, snippets with spaces in their names were not rendered in Markdown articles. This issue has been fixed now. For existing articles, you can resolve the problem by republishing them.

What's new

What's new page slug /whats-new is changed to /whats-newx. All the recent articles published (new and forked) in the selected version would be displayed on this page.

New

Release Update

New features

1. Starred articles and categories

With Starred feature, you can mark your favorite or frequently used articles and categories as starred. This is similar to Starred section in Drive.

Go to Documentation → Starred. The list of articles and categories which are starred appears. You can use the Entity dropdown to filter the articles and categories.

Read more →

2. Open in portal

Open in portal option allows the team accounts to edit the content instantly. Clicking on this option would take you to the editor in the Knowledge base portal. It is available only for logged-in team accounts. It would reduce your efforts in the navigation to the article in the Knowledge base portal for editing.

Read more →

New plan

Freemium

A new plan called Freemium is available now and completely free. We don't charge any fee or collect credit card details for this plan. Features such as Customization and Branding, Home page builder, Article templates, Tag management, and more are available in the Freemium plan. Check our pricing page for more information.

Enhancements

1. SSO login for feedback portal

Earlier, users have to enter credentials to access the Document360 feedback portal. Now, if the user clicks on the profile image and selects Feedback, it directly takes to the feedback portal instead of a login page. Only Document360 authenticated users can access the feedback portal.

Read more →

2. Tag description

Now you can add a description for the Tags on the Tag Manager page. This helps you to identify the desired tags quickly.

1. Go to Content tools → Documentation → Tags → Add tag
2. Add the desired Tag name and Description and click Add

You can also add Description for the existing Tags.

Read more→

3. Remember state

Enable the 'Remember state' option to retain the last done activity in the Document360 portal. It preserves and restores an activity's UI state.

1. Click Settings → Knowledge base portal → General and the General tab would be the default selection
2. Enable the status toggle bar on the Remember state section

For example, If a team member enables the 'Remember state' and navigates to an article in the documentation section and goes back to another, and again navigates back (Back button or relevant keyboard shortcut) to the documentation section, the system retrieves the last activity done in the documentation section and opens it.

Read more→

4. Notification for liked and disliked articles/category pages

Enable/Disable notifications for likes and dislikes received on your knowledge base site. This helps you to engage with end-user feedback and expectations.

1. Go to Settings → Knowledge base portal → Notifications → Notification mapping
2. Expand Knowledge base site section and you can find the toggles to enable/disable notifications for likes and dislikes

Read more →

Improvements

UI/UX improvements

• Create new version option is added in all project version dropdown menus in the portal. This helps you to create new versions instantly
• Tag description appears when you hover any Tag across the Knowledge base portal and site

Other improvements

Minor performance, bug fixes, and security improvement can also be observed in the knowledge base portal and site.