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How to create a document
How to create a document
Gabriela Duran avatar
Written by Gabriela Duran
Updated over a week ago

Go to the 'Docs' section in the sidebar menu and click on 'New doc'

Add a title to your document. It is automatically saved in your Docs list (located in the sidebar menu)

Tags:

Add tags by clicking on the tags icon above the Document title field. You can search for existing tags or create new ones.

Document Options:

  • Blank Page: Create and customize your document freely.

  • Write with AI: Provide a topic or a small description and let AI generate content.

  • Table: Create and customize tables.

  • Checklist: Include a checklist.

  • Use AI Tools such as Blog Post, Campaign ideas, SEO article brief, or Generate FAQs.

Insert Images:

Click on the 'Insert' button and add images from your Finder or File Explorer

Insert Video:

Click on the 'Insert' button and paste a YouTube URL

Assign Users to Your Document:

Click on the user icon and assign a user to your document. This will appear in their 'Assigned to Me' section on their sidebar menu and dashboard.

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