Documents

Create and share rich text documents

Create rich text documents for internal notes, client deliverables, meeting notes, and more. Documents support formatting, images, and can be linked to projects.

Document Features

• Rich Text Editor - Full formatting with headings, lists, and more
• Images - Embed images and screenshots
• Project Linking - Associate documents with projects
• Categories - Organize with custom categories
• Tags - Add tags for easy filtering

Visibility Options

Control who can see your documents:

• Private - Only you can see it
• Workspace - All team members can access
• Shared - Specific people you choose
• Public - Anyone with the link

Document Status

Track document state:

• Draft - Work in progress
• Published - Finalized and ready to share
• Archived - No longer active