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Docs

Write internal pages, share them with chosen people or by public link, take them through review, and list them in your Help Center.

Docs

Docs is your team's own library of pages: runbooks, meeting notes, decision records and how-to articles. A page can stay internal, be shared with a few chosen people, or be published by a link anyone can open. Public pages can also be listed in your Help Center, so the people who raise tickets can find answers themselves.

Open Docs

  1. Choose Docs in the Workspace group of the sidebar.
  2. The left column is your Library: Pages (everything you can see), Starred, Recent (most recently updated first) and Shared (pages set to Public). Below it, All pages lists the pages in the current view.
  3. Use Search pages... to find a page by words in its title or its text.

Opened from a project, Docs shows that project's space instead of the workspace-wide one, and new pages are created in that project. A page in a private project is only visible to people who can see the project.

Docs needs permission to read files and pages. Owners, Admins and Members have it by default; people without it see a message asking them to contact a workspace admin.

Create a page

  1. Choose Create (or New page).
  2. Pick a starting point: Blank page, Meeting notes, Product requirement, Decision record or Runbook. A template only fills in headings; you can change all of it.
  3. Enter a Page title and write the body. The formatting toolbar writes Markdown, so headings, lists, checklists, links and code all work.
  4. Choose who can see it (see below) and select Create.

Edit a page

  • Open the page and choose Edit. The editor shows a live Preview beside the text.
  • Choose Save to keep your changes, or Cancel to throw them away.
  • Editing is one person at a time: whoever saves last sets the text, so agree who is editing a busy page.
  • The star button adds the page to your Starred list. Stars are personal.
  • To delete a page, open the More menu, choose Delete page and confirm. This cannot be undone. A private page can only be deleted by the person who created it.

Who can see a page

Every page has one of three visibility settings, chosen when you create it or later from Share:

  • Internal: everyone in the workspace who can open Docs. This is the default.
  • Private: only you and the people you pick, each with Can view or Can edit. People you add get a notification.
  • Public: anyone with the link can read it, without signing in.

On a private page, only the person who created it can change who has access. Someone given Can edit can change the text but not the sharing. Guests only ever see pages that belong to the projects they were added to.

Share a page publicly

  1. Open the page and choose Share.
  2. Under Who can access this page, choose Public — anyone with the link, no login and select Save.
  3. Open Share again to copy the link. It is created the first time you save the page as Public.
A public link only shows the page while it is Published. Send a page back to draft and the link stops working until it is published again, so readers never see half-finished text.

Review and publishing

Every page has a status shown under its title: Draft, In review or Published. A new page starts as Published. The links beside the status move it along:

  • A published page can be sent back with Revert to draft.
  • A draft goes to Submit for review; there is no jump from draft straight to published.
  • A page in review can be Published or sent back with Revert to draft.

Anyone who can edit the page can make these moves; there is no separate reviewer role. Help-article drafts written by AI assist start as internal drafts and go through the same steps.

Review reminders

An admin can turn on Doc review reminders (in Settings → Help Center, and also on Settings → Workspace) and choose a number of days. Once a published page has gone that long without a review, it shows Needs review and the person who last edited it gets a notification. Choose Mark reviewed to confirm the page is still accurate without changing it. Editing the text or publishing the page also counts as a review.

Version history

Each save that changes the title or text creates a new version. The History link next to the version number (for example v4 · History) lists every version with its title, who made it and when. Changing only the sharing or status does not create a version. Below the page, Activity lists renames, edits and status changes.

Docs and the Help Center

Your public Help Center is built from Docs pages. A page appears there when all three of these are true:

  • it is Public,
  • List in Help Center is ticked (the option appears in Share once you choose Public), and
  • it is Published.

A listed page shows listed in Help Center under its title, and the More menu offers View in Help Center. For a public page, More → Translations lets you write the page in each extra language your Help Center offers; readers whose language has no translation see the original.

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