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InstantDocs

Knowledge Base

Create a Knowledge Base

Start a New Knowledge Base and set its privacy options

TL;DR

1
Click the + button by Knowledge Bases
Start creating a new Knowledge Base.
2
Enter Name
Name your Knowledge Base in the field provided.
3
Select privacy setting
Choose Open or Private for your Knowledge Base.
4
Click create
Finalize creation and generate your new Knowledge Base.

Let’s Do It Together!

Step 1: Initiate Knowledge Base

Click the + button to start creating a new Knowledge Base, or click the "New Knowledge Base" button at the bottom of the list.

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Step 2: Name Knowledge Base

Enter a Name for your Knowledge Base.

Include a clear, descriptive title for easier identification later.

Step 3: Choose Privacy Setting

  1. Select Open to allow all workspace members to view content.

  2. Select Private to restrict initial access to yourself.


Step 4: Review Privacy Options

  1. Understand that Open shares all articles and collections workspace-wide.

  2. Understand that Private allows selective access to team members.

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Step 5: Finalize Creation

Click Create to generate your Knowledge Base.

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FAQ

What is a Knowledge Base?
A Knowledge Base is a centralized hub where you can store articles, guides, FAQs, and other resources, making it easier for your team or customers to find information quickly.
Can I create more than one Knowledge Base?
Yes! Please visit our marketing page to see how many Knowledge Bases are included with your current plan.
Can I move or copy docs between Knowledge Bases?
Duplicate Docs by clicking the three dots → Duplicate, then drag to move within or between Knowledge Bases; Collections and Sections (with their content) can also be duplicated from their three-dot menu when hovering over the item in the left-side navigation panel.
Can I create a copy of my Knowledge Base?
Yes! Hover over your knowledge base, click the three dots, and select Duplicate. Ensure you are on the correct billing plan to enable more than one Knowledge Base, otherwise the duplication will fail.

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