Category: Core Features

How to Create a Document

How to Create a Document

Time: 2 minutes Result: New document with unique ID

Prerequisites

  • At least one Document Type exists (or create one)

Steps

Step 1: Navigate to Documents

  1. In the sidebar, click Documents
  2. Select List

Step 2: Click Create

  1. Click the + Create button (top right)
  2. The document form opens

Step 3: Fill Document Details

Field Description Required
Subject Document title ✅
Type Select document type ✅
Project Link to project Optional
User Assign responsible user Optional
Privacy Public or Private ✅
Notes Additional notes Optional

Step 4: Save

  1. Review all information
  2. Click Save
  3. Document is created with unique ID

Result

✅ Document is created with:

  • Unique document number
  • Categorized by type
  • Linked to project (if selected)
  • Ready for collaboration

Next Steps

Troubleshooting

Q: I can't select a document type? A: First create at least one type in Documents → Types

Q: What's the difference between Public and Private? A: Public documents are visible to all workspace users. Private documents are only visible to the assigned user and admins.