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How to create and edit Documents

Applies to user roles: Account Owner, Manager, User

Available on platforms: Vatix Workspace web app

How to create a new Document

  1. Go to 'Documents' in the left sidebar.
  2. Click the '+' icon next to the 'Documents' header and select 'New Document'.
  3. In the modal, enter a Document name.
  4. Select the destination folder.
  5. Click 'Create Document'.

The Document will appear in the sidebar under the selected folder. 

How to edit a Document 

You can edit documents directly in the editor by typing into the page or using the '+' menu to insert different content types.

  1. Go to  'Documents' in the left sidebar.
  2. Open the Document you want to edit.
  3. Start typing to add or update text.
  4. To insert a new content type, click the '+' icon in the editor.
  5. In the content menu, select the type of content you want to add.

Content types you can add

The '+' menu allows you to insert different content types into your document, including:

  • text
  • heading
  • bullet list
  • numbered list
  • to-do list
  • block quote
  • code block
  • table
  • separator
  • table of contents
  • risk matrix
  • image