Document


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TABLE OF CONTENTS

Create Document

To create a new document, click ‘Document’ menu item in the left menu. This will load the document list page where you can click on ‘+’ button to start creating a new document (screenshot 1 below). Once the ‘New document’ page is loaded, you can fill the details in the form and click ‘Create’ button (screenshot 2 below).

View document List

To view list of documents, click the ‘Document’ menu item in the left menu. This will load the list of documents.

View single document

To view a single document from the list of documents (see view document list above), click any document in the list and the document page will be loaded.

Edit document title

To edit the title of a document, click on the ‘Edit’ icon in the document page.

Add section

To add a new section in a document, just click on ‘+’ icon in the title or any sections, and a new section can be added below the section.

Edit section

To edit a section in a document, just click on ‘edit’ icon in any section.

View section versions

When a user edits a section, a new version of that section gets created. This preserves all the changes a section goes through. You can see the version navigation in the screenshot below.

Create document versions

View document versions

Timeline view

Sharing a document

Following a document

Syncing a document

Add section using folder

Add sections using positions

Show hide numbering

Managing list of editors

Printing a document

Exporting a document

Moving a document

Talking on document section

Tagging on document section

Color tagging in document section

Linking in document section

Saving section as a draft

Reserved, unreserved section editors

Deleting contents of section

Copying and pasting section

Moving section in document


If you have any further questions or need assistance, please don't hesitate to reach out to our support team. We are here to help you!