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Manage project settings

task
9 min readUpdated

Use this page to maintain a project's information and its documentation settings. A webhook is a project trigger; a snippet is reusable content; and a changelog draft is a release-note entry that you review before publishing.

Project settings at a glance

Project settings are the project-level surfaces for maintaining project information and the configuration used around project documentation. A project is the primary work container that connects documentation work with related versions, changes, and technical documentation surfaces.

If you need to…Go to
Prepare or change the project's name, repository details, documentation style, or Site URLUpdate project information and documentation settings
Create, edit, or remove reusable contentManage reusable snippets
Choose webhook triggers or a regeneration scheduleConfigure webhooks and scheduled regeneration
Review or publish changelog draftsManage changelog drafts and publishing
Understand the areas and conditional fields on the screenUnderstand the settings screen
Start with a new projectCreate a project
Continue with administrative project settingsProject settings administration
Review project changes and audit informationProject changes and audit

Prerequisites

Have a saved project and an authenticated application session before changing settings. The project must load before its settings can be initialized. The Site URL field appears after its configuration has loaded, and webhook and changelog areas depend on the configuration and data returned for the project.

Prerequisites

  • Have the project identifier ready so you can open the project route.
  • Use an authenticated application session.
  • Decide whether you are changing project information, maintaining a snippet, configuring webhooks, or managing changelog drafts.

Find project settings

Use the project record route for the main settings surface. Use a dedicated route when you are going straight to snippets, webhooks, or changelog work.

Prerequisites

  • Have a saved project.
  • Use an authenticated application session.

Steps

  1. Open Projects.

  2. Open the project record whose settings you need to maintain.

  3. Choose one route for the task:

    If you need to…Open
    Maintain reusable contentSnippets
    Configure webhook triggers or schedulesWebhooks & Triggers
    Manage changelog drafts and publishingChangelog & Release Notes

Result: The project settings surface for the selected task is open.

Understand the settings screen

The main settings surface groups project information, documentation generation, project information, published URL, publishing, documentation review, Git Sync, Webhooks & Triggers, technical docs, reusable snippets, changelog, and related settings areas. The dedicated settings surfaces provide the snippet editor, webhook configuration, and changelog draft controls.

AreaFields or controlsWhen it appears
Project informationProject Name, Description, Slug, Repository URL, Default Branch, and Site URL (for screenshots)On the project settings surface; the Site URL field appears after its configuration has loaded
Documentation generationManual Style and Let documentation create records in this applicationOn the project settings surface
Published URLA read-only published URL with Copy and OpenWhen the project is public and has a full public URL
Webhooks & TriggersWebhook URLs, triggers, scheduled regeneration, deliveries, and Save configurationWhen the panel is open and its configuration or delivery data is available
SnippetsA snippet list and an editor with Name (reference key), Title (optional), and Content (markdown)The editor appears while a snippet is being created or edited
Changelog & release notesDrafts, published entries, Auto-publish daily drafts, and draft editing controlsConfiguration appears when changelog configuration exists; title and body fields appear while a draft is being edited

The Webhooks & Triggers panel starts closed. Select its header to open the settings body. When Enable scheduled regeneration is selected, Cron expression and Timezone appear. The recent-delivery table appears when delivery records exist.

Update project information and documentation settings

Use this procedure when the project's identity, repository details, documentation style, or documentation-generation setting changes. Project Name, Description, and Slug save as a debounced group; Repository URL, Default Branch, and Site URL use separate debounced updates.

Prerequisites

  • Open the project settings surface.
  • Have the intended project name, description, slug, repository URL, branch, and Site URL ready.

Steps

  1. In the basic information area, enter the project name in Project Name.

  2. Enter the project description in Description.

  3. Enter the URL-friendly project identifier in Slug.

  4. Enter the source repository address in Repository URL.

  5. Enter the branch used for documentation generation in Default Branch.

  6. Enter the live application URL in Site URL (for screenshots).

  7. Choose one value from Manual Style:

    If you need to use…Select
    The enterprise writing styleEnterprise
    The mid-market writing styleMid-market
    The corporate writing styleCorporate
    The SaaS writing styleSaaS
  8. Select Let documentation create records in this application when documentation work may create records in the application.

Result: The selected project and documentation settings are updated through their respective debounced saves. Select Snippets to continue with reusable content.

Manage reusable snippets

Maintain reusable content from the snippet settings surface by creating, editing, validating, saving, cancelling, or removing a snippet.

Prerequisites

  • Open Snippets from the project's settings areas.
  • Have the reference key and markdown content ready.

Steps

  1. Select New snippet to open the editor.

  2. Enter the reference key in Name (reference key).

  3. Enter an optional heading in Title (optional).

  4. Enter the reusable text in Content (markdown).

  5. Choose one path:

    If you need to…Select
    Create the snippet or save its changesSave
    Close the editor without saving current changesCancel
    Open the existing snippet for editingEdit
    Remove the existing snippetDelete
  6. If you selected Delete, confirm the browser prompt asking whether to delete the selected snippet and, when it is referenced, warning about the pages that use it.

Result: Save closes the editor and reloads the list after a successful create or update; Cancel closes the editor without saving; a successful removal reloads the list. Select Webhooks & Triggers to continue with project triggers and schedules.

Configure webhooks and scheduled regeneration

Use webhooks and scheduled regeneration to control project triggers and the timing used for documentation regeneration.

Prerequisites

  • Open Webhooks & Triggers from the project's settings areas.
  • Have the trigger conditions and schedule you want to use ready.

Steps

  1. Select Webhooks & Triggers to open the settings body.

  2. In Trigger on, select the event options that apply:

    If you need to trigger on…Select
    A tag being createdTag creation
    A push to a branchPush to branch
    A GitHub or GitLab releaseGitHub/GitLab release
  3. When you select Push to branch, enter its branch pattern in the text field beside the checkbox.

  4. When you select Tag creation, enter its tag pattern in the text field beside the checkbox.

  5. Select Enable scheduled regeneration when the project needs a recurring schedule.

  6. Choose one value from Cron expression:

    If you need to use…SelectSchedule value
    No schedule selection yetSelect schedule...
    Weekly regeneration on Monday at 8amWeekly (Mon 8am)0 8 * * 1
    Regeneration on the 1st and 15thBi-weekly (1st & 15th)0 8 1,15 * *
    Monthly regeneration on the 1st at 8amMonthly (1st at 8am)0 8 1 * *
    Your own cron expressionCustom croncustom
  7. Choose one value from Timezone:

    If the schedule uses…Select
    Coordinated Universal TimeUTC
    Eastern timeEastern (ET)
    Central timeCentral (CT)
    Mountain timeMountain (MT)
    Pacific timePacific (PT)
    London timeLondon (GMT)
    Berlin timeBerlin (CET)
    Dubai timeDubai (GST)
  8. Select Generate new webhook secret when the project needs a replacement secret.

  9. Select Save configuration to save the trigger and schedule settings.

Result: The selected trigger and schedule values are sent as the project configuration. Select Changelog & Release Notes to continue with release-note drafts.

Manage changelog drafts and publishing

Use the changelog surface to edit a draft, save its text, publish it, discard it, or configure daily auto-publishing.

Prerequisites

  • Open Changelog & Release Notes from the project's settings areas.
  • Have a draft available when you need to edit, publish, or discard one.

Steps

  1. Select the checkbox for Auto-publish daily drafts when daily drafts should be published automatically after their 24-hour window.

  2. Select Edit on the draft you want to change.

  3. Enter the revised title in Title.

  4. Enter the revised release note in Body (markdown).

  5. Choose one path for the draft:

    If you need to…Select
    Save the draft changesSave
    Close the editor without saving current textCancel
    Make the draft publicPublish
    Remove the draftDiscard
    Continue editingEdit
  6. If you select Discard, confirm the prompt displaying Discard this draft? Changes from today may re-open a new one..

Result: The draft is saved, published, discarded, or left unchanged according to the path you selected. If a message appears, use the troubleshooting table before continuing.

When a settings change goes wrong

Use the message on screen to choose the corrective action. The messages below are the messages defined for these settings surfaces.

What you seeWhat it meansWhat to do
Project failed to load.The project page could not load the project.Return to the project route and retry the load.
Name must be a slug: lowercase letters/digits, then letters/digits/hyphen/underscore (max 64 chars).The snippet reference key does not meet the accepted format.Correct Name (reference key) and select Save again.
A deletion prompt naming the selected snippet and warning about pages that use itThe page is asking you to confirm snippet deletion.Confirm only when you intend to remove the snippet.
Save failedA snippet or webhook save did not complete.Review the fields and select Save or Save configuration again.
Delete failedA snippet removal did not complete.Return to the snippet list and retry Delete.
New secret generated. Copy it now — it won't be shown again.A new webhook secret was generated.Copy the secret before leaving the settings surface.
FailedWebhook secret generation did not complete.Retry Generate new webhook secret.
Discard this draft? Changes from today may re-open a new one.The page is asking you to confirm discarding a draft.Confirm only when you intend to discard the draft.

What to do next

When the next task is outside project settings, continue to the page that owns that work:

  • Return to Projects overview to choose another project workspace.
  • Continue to Project changes and audit to inspect changes and audit information.
  • Continue to Project settings administration for the dedicated administrative settings task.

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