Getting Started
Learn the basics of creating and managing documents
- Sign up and create your account
- Set up your organization
- Create your first document
- Invite team members to collaborate
- Explore the dashboard and navigation
Working with Documents
Master document creation, editing, and organization
- Create documents from scratch or templates
- Use the rich text editor with formatting options
- Upload and embed images with drag-and-drop
- Use slash commands (/) for quick formatting
- Organize documents using folders
- Switch between Table and Kanban views
Real-Time Collaboration
Collaborate effectively with your team in real-time
- Invite members to your organization
- Assign roles and permissions (Owner, Admin, Member)
- See live cursors of other users editing
- Use inline comments for feedback
- Track changes with version history
Folders & Organization
Keep your workspace organized and efficient
- Create folders to categorize documents
- Customize folder colors for easy identification
- Move documents between folders with drag-and-drop
- Use the archive feature for completed work
AI Magic Features
Leverage AI to enhance your content creation
- Configure OpenAI or Anthropic API keys in Organization Settings
- Use AI Write to generate new content
- Improve existing text with AI refinement
- Summarize long documents instantly
- Access AI content templates
Document Sharing
Share documents publicly or with your team
- Generate public share links for documents
- Revoke share links anytime
- Import documents from external URLs
- Export to PDF, DOCX, or Markdown
Kanban View
Visualize your document workflow with drag-and-drop boards
- Switch to Kanban view from the Documents page
- View documents organized by status columns
- Drag and drop cards to change document status
- Customize columns with custom statuses
Webhooks & Automation
Connect to external tools and automate workflows
- Create webhooks for document events
- Connect to Slack, Zapier, or custom endpoints
- Build visual workflows with drag-and-drop
- Monitor webhook deliveries and automation logs
Settings & Account
Manage your profile, organization, and billing
- Update profile information and avatar
- Change password and email settings
- Configure organization details and logo
- Manage team members and permissions
- Set up custom document statuses
- Upgrade to Pro for unlimited documents