Security & Data FAQ

Docmunk reads your code so it can write and update your help center. Here’s exactly what that means for your code and data.

For the full legal terms, see the Docmunk Terms of Service, the Privacy Policy, and our Data Processing Addendum. Docmunk is built by Palo Alto Software, the makers of LivePlan, who have built software for small businesses since 1988.

What access does the Docmunk GitHub App ask for?

Read-only access to the contents and metadata of the repositories you choose. That’s it.

  • You pick the repos. When you install the app, GitHub asks which repositories Docmunk can see. Choose specific repos rather than “all repositories” if you like, and add or remove them any time in GitHub. In Docmunk, you then connect one repo to each product.
  • No write access. Docmunk can’t push code, open pull requests, change settings, or touch issues. It only reads.
  • What the two permissions cover: Contents lets Docmunk read your files, branches, and commit history, so it can tell what changed and which help articles it affects. Metadata is basic repository information like its name and description, which GitHub includes with every app.
Which code hosts do you support?

GitHub, including private repositories. GitLab, Bitbucket, and other Git hosts aren’t supported yet, but they’re on our roadmap. If your code lives elsewhere, let us know.

What do you store, and for how long?
A cached copy of the repos you connect
To spot changes and work out which articles need updating.
Deleted within 30 days after you disconnect a repo or close your account
Notes Docmunk keeps on your code, and the steps it follows to capture each screenshot
So Docmunk doesn’t have to relearn your product every time it drafts or recaptures.
Deleted within 30 days after you disconnect a repo or close your account
Login details for your test accounts (“user states”)
So Docmunk can sign in and take screenshots.
Deleted as soon as you remove the user state
Screenshots
To illustrate your articles.
Kept while your account is active, then 90 days after you close it so you can export
Articles, drafts, comments, chat messages, and review history
Your help center and the work behind it.
Kept while your account is active, then 90 days after you close it so you can export
Help center visitor analytics
Search, AI answers, and reporting for you.
Kept while your account is active, then 90 days after you close it so you can export

Everything is hosted on AWS in the United States (the US West, Oregon region), encrypted in transit and at rest, and backed up regularly. Login details for test accounts are encrypted and are never shown to our staff.

Do you use my code to train AI?

No. To draft articles, Docmunk sends only the parts of your code and screenshots it needs through OpenRouter to AI providers like Anthropic, Google, and OpenAI. Our contracts with those providers forbid them from training on your content. We don’t train on it either, and your content never shows up in another customer’s help center.

Where do the screenshots come from?

From the accounts you give Docmunk, which should be test or staging accounts set up just for Docmunk, not your real customers’ accounts. You share login details for a few accounts (for example, a free-trial user, a standard user, and a premium user). Docmunk signs in as each one, captures the screens your articles need, and refreshes them when your UI changes.

Docmunk can’t tell a test account from a real one, so screenshots show whatever those accounts can see. Fill them with demo data, not real customer information, and no customer data ends up in your docs. The Terms of Service ask you to do this.

How do I revoke access and delete my data?

Either of these works, any time:

  • In GitHub: uninstall the Docmunk app, or remove individual repos from it. Access stops immediately.
  • In Docmunk: disconnect a repo in Settings, or close your account.

What happens next: Docmunk stops reading the repo right away, and your cached repo copy is deleted within 30 days. Articles and screenshots already published stay in your help center until you delete them or close your account. After you close your account, your help center is unpublished, and you have 90 days to export your articles and screenshots before we delete them.

Who can publish, and can I see what changed?
  • Your whole team can draft, edit, comment on, review, and publish articles.
  • Owners and Admins also manage your organization’s settings, like connected repos, user states, and review settings.
  • Review first by default. Every update waits for a person to approve it unless an Owner or Admin turns on auto-publish, and even then you choose which kinds of changes skip review.
  • Full history. Every article keeps a version history showing what changed, why (which code change triggered it), and who approved it. You can restore an earlier version.

You’re responsible for what’s published in your help center, including anything auto-published.

What happens on the onboarding call?

About 45 minutes with someone from your team and one of your engineers, who needs permission to install a GitHub App on your organization. Your engineer will:

  1. Install the GitHub App and pick which repos Docmunk can read.
  2. Point us at your app: the URL Docmunk should capture, production or staging. If it sits behind a firewall or IP allowlist, we’ll give you the addresses to allow.
  3. Set up user states: create or share login details for a few test accounts, one per plan or role you want documented.
  4. Connect your domain, if you want your help center on your own domain, by adding a DNS record.
  5. Import your existing help center, whether it’s in your repo, a separate repo, or another service, so Docmunk starts from it.
  6. Review the first articles together and set your review and publishing preferences.

During onboarding our staff can see your Docmunk content to help set things up. That access is limited to what you ask us to help with.

Do you have a DPA?

Yes. Our Data Processing Addendum applies automatically when you accept the Terms of Service, no signature needed. Email privacy@paloalto.com if you want a countersigned copy.

Do you sell my data?

Never.

What if there’s a security incident?

We’ll notify you promptly and tell you what happened and what we’re doing about it.

Will you fill in our security questionnaire?

Yes. Send it to security@paloalto.com and we’ll fill it in.

Ready to connect your repo?

Start for free, or talk to us first. We’ll walk your engineer through setup on the onboarding call.