Overview

Create, edit, and collaborate on rich text documents, and manage uploaded files — all with version control, folder organization, and granular permissions.

The Documents app provides a comprehensive document management system for teams, combining a hierarchical folder structure with a rich text editor, automatic version control, and deep integration with your project workflow. Whether you're writing specifications, meeting notes, or project documentation, the Documents app keeps your content organized, versioned, and accessible.

To access the Documents app, navigate to Documents in the sidebar or go to /apps/documents in your workspace.

Understanding the Interface

The Documents app uses a three-panel layout for efficient document management:

Left Panel - File Tree

• Folders are shown with a chevron icon that expands to reveal their contents
• Documents display with file icons
• Variants nest under their parent document with a branch indicator
• Search bar at the top for filtering documents by name

Center Panel - Editor

• Tab bar for switching between open documents
• Toolbar with formatting options and document actions
• Rich text editor with real-time collaboration
• Unsaved indicator (asterisk) shows documents with pending changes

Right Panel - Details

Five tabs provide additional context:

Tab	Contents
Comments & Issues	Linked issues and inline comments from the document
History	Snapshot version history with per-version Restore
Related	Cross-references to issues, meetings, and files
Outline	Auto-generated table of contents from the document's headings
AI	Document AI assistant — chat about, summarize, or rewrite the content

Document metadata such as tags and approvers lives in the editor's cover header (at the top of the document), not in a right-panel tab.

Key Features

Feature	Description
Rich Text Editing	Block-based WYSIWYG editor with formatting, lists, tables, and code blocks
Real-time Collaboration	Live multi-user sync with automatic conflict resolution
Version Control	Snapshot-based versioning with commit messages
Folder Organization	Hierarchical structure with unlimited nesting
Document Variants	Create alternative versions for regions, audiences, or drafts
Inline Issue Marking	Highlight text and create linked comments, tasks, or risks
Access Control	Granular permissions with inheritance support
File Upload	Drag-and-drop or OS file picker with auto-versioning, plus folder upload
File Preview	Built-in viewers for PDFs, images, and videos
Document AI Assistant	AI right-panel tab and the Ctrl+J (⌘J) inline AI menu for editor docs
Outline	Auto-generated table of contents from headings
Export	Export editor documents to Markdown (.md), Word (.docx), or HTML (.html)
Smart Links	Save an external URL as a first-class document in the tree
Video Recording	Record and attach a video directly from the Create menu
Archive	Archive documents to remove them from the tree without permanently deleting
Project Integration	Link documents and files to issues, meetings, and milestones

Document Types

Type	Description
Editor	Rich text document with real-time editing
Folder	Container for organizing documents hierarchically
Variant	Alternative version of an existing editor document
Link	Smart Link to an external URL, saved in the tree
PDF	Uploaded PDF files with native browser preview
Image	Uploaded images (JPG, PNG, GIF, SVG, WEBP)
Video	Uploaded video files with native player
Word	Microsoft Word documents (.doc, .docx)
Excel	Microsoft Excel spreadsheets (.xls, .xlsx)
PowerPoint	Microsoft PowerPoint presentations (.ppt, .pptx)
File	Any other uploaded file type

Next Steps

• Working with Documents - Create and organize documents
• Document Details - Rich text editing features
• Uploading Files - Upload and manage files
• File Preview - View PDFs, images, and videos
• Access Control - Manage permissions