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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.
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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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.
This feature is available starting from the Pro plan.

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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.
This feature is available starting from the Team plan.

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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.

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Explore document features

Customise style

Apply a consistent look — headings, colours, fonts — before duplicating or sharing your documents.

Document blocks

Build your document with blocks suited to your use case: format, business inserts, action tracking, signatures.

Artificial intelligence

Write, reformat and summarise with AI — inline, on a selection, or via the AI⋅there agent.

Dates, mentions and labels

Insert dates, labels and contact mentions directly in the text with @.

Create next

Generate the next version of a recurring document with automatic updates and change highlighting.

Visibility and permissions

Understand default visibility rules and manage fine-grained access with team folders.