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Set up docs for one product

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Use this guide when your site documents a single product: one app, one plugin, one API. For a site with several products, read Set up docs for several products instead.

Typical uses: the help centre of a SaaS app, the documentation of one plugin or theme, the developer guide of one API.

With one product, KnowX skips the product layer. The docs home lists your sections as cards, each with its first articles, and the header has no Products menu because there is nothing to switch between.

Docs home of a single-product site: a hero with search, then one card per section

  1. Go to Posts > Categories.
  2. Add a category with no parent. Use the name of your product, for example “Orbit Helpdesk”.
  3. Write a one-line description.
  4. Pick an icon. Leave Product accent colour on Automatic: with one product the theme colour from Customize > Colors is used, so the whole site stays one colour.

The product fields on the category screen: icon, accent colour, product order and start link

The product is the top level of your table of contents. Readers see its name in the breadcrumbs and above the section tree, not as a card.

Add child categories under the product, one for each topic readers look for, for example “Getting started”, “Managing tickets”, “Reports and billing”. Keep it to about three to eight sections. A section can have child sections one level deeper.

  1. Add a post with Posts > Add New.
  2. Tick one section. Do not tick the product itself; tick the section the article belongs to.
  3. In the editor sidebar, set Order in section. Lower numbers come first.
  4. If the article is true for one version only, fill in Docs > Applies to version. It shows as a badge under the title.

The Order in section field in the editor sidebar

An article page shows the section tree on the left, the article in the middle and “On this page” on the right.

An article in a single-product site: section tree, article, contents list and next link

  1. Go to Pages > Add New, title it “Documentation” and choose the Docs Home template. The excerpt is shown in the hero under the title.
  2. Go to Settings > Reading, choose A static page and select the page as your homepage.

Go to Appearance > Menus, create a menu with Docs, FAQ and Changelog and assign it to the Primary location. Until you assign one, the theme lists your pages in the header.

Open Appearance > Customize. For a single product these settings matter most:

Setting Where Suggestion
Theme Color and palette Colors Match your product’s brand colour.
Logo Site Identity Upload it; the site title is used until you do.
Hero Heading and Hero Text Docs > Docs Home A short promise, such as “How can we help?”.
Support block Docs > Docs Home Add a button to your contact page so a reader is never left at a dead end.

See the Customizer step by step for every panel.

  • Keep articles short and one task each. Readers search first; a title that names the task (“Merge duplicate tickets”) wins over a vague one.
  • Use the Start here link. On the category screen, set Start here link to your onboarding article so the product page’s button goes where new users should begin.
  • Add products later without rework. If you later add a second product, the cards, the Products menu and the search filter appear on their own and your articles keep their sections.