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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'.

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, coloured text, highlighted 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 25 MB).

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.

How to remove an image or attachment

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