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
- Go to 'Documents' in the left sidebar.
- Click the '+' icon next to the 'Documents' header and select 'New Document'.
- In the modal, enter a Document name.
- Select the destination folder.
- 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.
- Go to 'Documents' in the left sidebar.
- Open the Document you want to edit.
- Start typing to add or update text.
- To insert a new content type, click the '+' icon in the editor.
- 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