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
- 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 (heading, list, table, etc.), you can:
- Type '/' to open the commands menu;
- Click the '+' icon;
- 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 (file of any type with a maximum size of 5 MB).