DOCUMENT > What is a Document? How do I create a document?

Documents are a great way to capture all your know-hows, playbooks, and information about your procedures. Let's make a document together. You'll learn-by-doing what it is capable of!

Making a Know-How Document

Our Document:  How to create and update our company's FAQs page?

1

Create a Document. You can do so through the +Create button on the taskbar, or by selecting  Create a Document in the Library.

2

Name your document: How to create and update our company's FAQs page?

3

In the text editor that opens, insert your information. You can copy and paste from another source, such as a webpage, word file, or PDF. Apply formatting to your data. Add files and videos. Insert and embed code, tables, and URLs!

4

Don't forget to click Save when you are done!

5

You can also share this document with your team members.

6

Your document will be accessible to anyone in your team via the Library. View it using the VIEW option. EDIT it to add more details.

7

Print, set document permissions, duplicate, or archive the template from Config.