How to create and edit Documents

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'.

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

If you already have the content in a Word file, you can import it instead of typing it out. To learn more, read this article.

How to edit a Document

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 (heading, list, table, etc.), you can:
   1. Type '/' to open the commands menu;
   2. Click the '+' icon;
   3. Use the formatting toolbar at the top of the editor.

Content types you can add

Available types include:

• Style: text, heading, bullet list, numbered list, to-do list, blockquote, code block.
• Insert: table, separator, table of contents, risk matrix.
• Upload: attachment, for adding a file or an image.

To learn more about publishing your document as a draft and managing version history, read this article. To learn more about using the AI Assistant to help write your Document, read this article.

Which files you can add to a Document

You can add images (JPG, PNG, GIF and HEIC), PDFs, Word, Excel and PowerPoint files, text and CSV files, MP4 and MOV videos, MP3 audio files, and emails saved as EML or MSG files.

Files you upload through 'Attachment', from the '/' menu or the paperclip in the toolbar, can be up to 5 MB each. Files you drag straight into the Document can be up to 25 MB each.

How to remove an image or attachment

1. Click at the start of the line just below the image or attachment.
2. Press Backspace.