DOCUMENT > What is a Document? How do I create a document?
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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?
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Create a Document. You can do so through the +Create button on the taskbar, or by selecting
Create a Document in the Library.
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- Name your document: How to create and update our company's FAQs page?
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- 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!
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- Don't forget to click Save when you are done!
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- You can also share this document with your team members.
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- 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.
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- Print, set document permissions, duplicate, or archive the template from Config.
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