Introduction

Use documents to structure project tracking, frame presentations and share a version that all stakeholders can use.

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Create a document

1. From the navigation menu, click + in the Documents section.
2. Choose an action:
   • New document
   • New folder
   • New team space
   • Import a .docx
3. Organise the structure to fit your workflow.

Creating a blank document, importing a Word file, or creating from a template uses one unit from your organization’s monthly allowance. See How documents are counted for all counting rules. It is recommended to create one folder per project to start with a clear structure.

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Customise a folder or a document

You can assign an icon and a colour to any folder to make it easier to identify in the sidebar.

1. Right-click the folder in the sidebar, or hover and click .
2. Select Rename.
3. Choose an emoji icon and a colour.

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Switch documents from the breadcrumb

Click the current document’s name in the breadcrumb to open a list of nearby documents in that folder. Pick one to switch to it directly, without going back to the sidebar. The list also offers Create next for the current document, when you can manage that folder’s content.

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Reuse a note in a document

1. Open the target document.
2. Open the notes panel.
3. Drag and drop a full or partial note into the document.

See From note to document for the full workflow.

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Download a PDF

Open the document menu and select Download PDF. The download action is not shown on public pages for Free organisations. PDF export is available on Pro, Team, Business, and Enterprise. It is not included in Free. Compare plans.

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Create a document template

1. Open the document menu .
2. Select Mark as template.

You can remove the template status from the same menu. Once marked, templates are protected from editing: changes made to them would affect every future document created from it. A confirmation dialog is displayed when a member tries to edit the template content.

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Explore document features