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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 

  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 (file of any type with a maximum size of 5 MB).