Create a Document

You need edit access to the space, project, or goal where you want to create a document.

To create a new document:

1. Open the space where you want to create the document.
2. Click on the Documents & Files tool.
3. Click the Add button in the top left corner.
4. Select New document.
5. Give your document a name and add your content.
6. Click Create document to publish it.

Notifying people about the new document#

Before you submit the document, you can choose to notify people in the space about the new document. By default, everyone in the space will be notified about the new document.

You can choose to notify specific people in the space by selecting Only these people I select and then selecting the people you want to notify.

Alternatively, you can choose No one to not notify anyone about the new document.

Save and find drafts#

Click Save as draft to finish a document later. In Docs & Files, click Your drafts (with a count) to open Your Drafts. This list includes your drafts across folders in that space, project, or goal, with their location and last-saved time.

Open a draft to continue editing and click Publish now when it’s ready.