Documents Overview

Manage and organize your documents efficiently

Documents Overview

The Documents module provides document creation, storage, and collaboration features for your organization. Streamline the process of creating, storing, tracking, and verifying documents throughout their lifecycle.

Maintain a secure, organized, and compliant way of handling documents with version control, sharing, and folder organization.

Document List Interface

Document list interface

Document List

View all documents, organize and search, and access document versions.

How to Use

  1. Go to Documents from sidebar
  2. View document list
  3. Use search to find documents
  4. Filter by folder, type, or owner
  5. Click document to open

Search

Search by name or content

Filter

Filter by folder, document type, or owner

Sort

Sort by name, date, or other fields

Creating Documents

1

Go to Documents

Navigate to the Documents section

2

Click Create Document

Click the "Create Document" button

3

Choose Starting Option

Select blank document or from template

4

Enter Title

Enter document title and start writing

5

Auto-Save

Document auto-saves as you work

Document Editor

Edit document content with rich text formatting and media embedding.

Text Formatting

  • Headings (H1, H2, H3)
  • Bold, italic, underline
  • Text color and highlight
  • Strikethrough

Structure

  • Bullet and numbered lists
  • Checklists
  • Tables
  • Code blocks

Media

  • Insert images
  • Embed files
  • Add links
  • Video embeds

Collaboration

  • Real-time editing
  • Comments
  • Share with team
  • Version history

Document Sharing

Share documents with team members and set access permissions.

Permission Level Access
Owner Full control over document
Editor Can edit content
Viewer Read-only access

How to Share

  1. Open document
  2. Click "Share" button
  3. Search for users by name or email
  4. Set permission level
  5. Click Share to confirm

Version History

Track document changes, view previous versions, and restore old versions when needed.

Document Versioning

Version history interface

Automatic Saving

Versions are automatically saved as you work

Compare Versions

View differences between document versions

Restore Previous

Restore any previous version of the document

Version Notes

Add notes to describe changes in each version

Multi-Page Documents

Create documents with multiple pages to organize long content and navigate between sections.

Unlimited Pages

Add as many pages as needed to your document

Reorder Pages

Drag and drop to rearrange page order

Individual Page Titles

Give each page a descriptive title

Page Navigation

Use sidebar or tabs to navigate between pages

How to Add Pages

  1. Open document
  2. Click "Add Page" button
  3. Enter page title
  4. Add content to page
  5. Navigate using sidebar page list
  6. Reorder by dragging pages

Document Templates

Create reusable document templates for quick start and standardized formats.

Create Template

  1. Create document with desired structure
  2. Click "Save as Template"
  3. Enter template name
  4. Add to template library

Use Template

  1. Click "Create Document"
  2. Select "From Template"
  3. Choose template
  4. Customize as needed

Template Library

Access all saved templates for quick document creation

Template Customization

Modify templates to fit specific needs

Standardization

Ensure consistent document formats across organization

Document Organization

Folders

  • Create folders for organization
  • Nest folders for hierarchy
  • Move documents between folders

Tags

  • Add tags to documents
  • Filter by tags
  • Color-coded tags

Upload Documents

Upload Document

Upload document interface

Upload Fields

  • Document Type: Select from predefined types (required)
  • Upload Files: Drag & drop or browse (max 10MB per file)
  • Description: Add notes or context (optional)
  • Assign To: Choose internal user or external contact
  • Expiry Date: Set document validity period (optional)

Best Practices

Organization

  • Use clear naming conventions
  • Organize in logical folders
  • Tag for easy discovery
  • Archive old documents

Collaboration

  • Set appropriate permissions
  • Use comments for feedback
  • Review version history
  • Coordinate real-time editing

Content Management

  • Use consistent formatting
  • Include table of contents for long docs
  • Link related documents
  • Regular content reviews

Templates

  • Create reusable templates
  • Standardize document formats
  • Use for common workflows
  • Update templates regularly
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