Documents

Write rich documents for notes and deliverables

Create rich documents for internal notes, client deliverables, SOPs, and meeting notes. The editor is block-based with slash commands, and documents can hold multiple pages, link to projects, and be shared by link.

Creating a Document

1. On the Docs page, click Create Document (or the + on a folder to create it there).
2. A new untitled, private document opens in the editor.
3. Give it a title and start writing.

Writing in the Editor

Type / to insert a block. Available blocks include headings, bullet, numbered, and to-do lists, quotes, code blocks, callouts, buttons, dividers, images, tables, and embeds (for example a scheduling widget). A selection toolbar handles bold, italic, underline, strikethrough, inline code, links, alignment, and text or highlight color. Pasting Markdown converts to formatted blocks.

Multiple Pages

A document can hold several pages. Use Add Page to create one, give each a title and icon, and switch between them from the page selector. Each page has its own editor.

Organizing

• Folders - Create folders (which can nest) and move documents into them
• Category - A single category for grouping
• Tags - Labels for filtering
• Search and sort - Find documents by title and sort by updated, name, or created

Sharing & Visibility

Use Share in the header to set who can open a document:

• Private - Just you
• Workspace - Everyone in the workspace
• Anyone with the link - A public link, with an optional password

You can also invite specific people and set whether they can view, comment, or edit.

Linking to Projects

A document can be linked to a project, where it appears on the project's Docs tab. Guests see project documents only if they have access to that project.

Status

Documents are Draft, Published, or Archived.