InstantDocs

Knowledge Base

Quickstart: Knowledge Base

Get up and running with your Knowledge Base in no time. Follow these guides to create, structure, customize, and manage your KB.

Create a Knowledge Base

Your Knowledge Hub is your central hub for all Docs.

To create a Knowledge Base navigate to your left-side dashboard, and click + New Knowledge Base to set it up

Tip: To create multiple Knowledge Bases, ensure your billing plan supports multiple KBs or add extra KBs as add-ons in your Billing plan.

Guide: Create Your Knowledge Base

Start a New Knowledge Base and set its privacy options

Guide: Billing and plans

Choose from a free plan or multiple paid plans to suit your needs.

Customize Theme & Branding

Choose a theme, set brand colors, adjust your layout, add calls to action, configure SEO, connect a custom domain, and apply brand presets for video articles.

Tip: Use the Presets option to apply automatic changes to your video article generations instead of adjusting them manually each time.

Guide: Customize

Learn how to customize colors, add buttons, configure SEO and the overall appearance of your Knowledge Base site.

Homepage

Choose between a default homepage or a custom homepage.

Default homepage → Displays your Knowledge Base at the root level in a fixed structure.
Custom homepage → Add sections, create custom cards with URLs, upload images, and arrange them in any order.

Guide: Default Homepage

Learn how the default homepage is structured and displayed.

Guide: Custom Homepage

Create a custom layout for your Homepage with sections and cards.

Structure with Sections, Collections & Docs

Build your Knowledge Base structure to keep everything organized and easy to navigate.

Tip: Think of Sections as categories, Collections as folders, and Docs as your articles.

Guide: Structure

Learn to structure your Knowledge Base with Sections, Collections, and Docs.

Organize with Drag & Drop

Drag items in your sidebar to reorder and refine your Knowledge Base structure, or move them directly.

Tip: You can use the dropdown menu to move items directly. Hover your mouse cursor over the item you'd like to move, click the three dots, then select "Move to".

Guide: Organize

Learn to expand and organize your Knowledge Base effectively.

Review and Verify Docs

Save time and improve your content's accuracy with built-in tools to review and verify your Docs.

Use the Verification Workflow to review content.
Track your review progress in the Knowledge Hub.
Use Global Comments to collaborate.

NOTE: Docs in the Common Space area are not tracked in the Knowledge Hub.

Guide: Verification Workflow

Verify Docs collaboratively in Instant Docs for perfect accuracy.

Guide: Knowledge Hub

Use the Knowledge Hub to review and publish Docs.

Guide: Global Comments

Collaborate on Docs and Videos using Global Comments.

Duplicate

You can create copies of your Knowledge Base, Sections, Collections, and Docs.

NOTE: Before duplicating your Knowledge Base, ensure your billing plan supports multiple KBs or add extra KBs as add-ons in your Billing plan.

Guide: Duplicate

Create copies of content in InstantDocs

Delete & Restore Content

Deleted content is moved to Trash and can be restored if needed.

NOTE: Items remain viewable in the Trash for 30 days. After that, they are automatically deleted.

WARNING: Once an item is deleted from the Trash, it is permanently removed and cannot be restored!

Guide: Delete Trash

Delete and restore content in your Knowledge Base.

Tips & Tricks

Discover helpful tips and tricks to get the most out of your Knowledge Base, with practical advice to make managing and creating content easier.

Tips: Knowledge Base

Explore handy tips and tricks designed to guide you with building and managing your Knowledge Base more effectively.

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Create a Knowledge Base