Docs

Docs are rich-text documents, like Notion or Google Docs pages, that live in your workspace and can be shared with clients.

When to use a Doc

Docs work well for things you want a client to read and possibly comment on, but not "live edit" with you in real time. Examples:

• Project briefs and scopes
• Meeting notes you share back after a call
• Decisions and rationale you want a record of
• Onboarding pages with a checklist of what you need from a new client
• Internal SOPs for your team

For things that need structured data (deliverables list, intake info), Forms are usually better. For deliverables that need pixel-level review, use Feedback.

Creating and editing

Open the right sidebar, click New > Document, and start typing. The editor supports headings, lists, tables, code blocks, images, embeds, and slash-commands (/) to insert blocks.

Docs save automatically as you type. There's no "Publish" step, once you share a doc with a client, your edits show up in their view immediately.

Sharing a Doc

From inside a doc, click Share and add the client (or team member). When you share, you assign a role:

• editor: full edit access (most common for team members and collaborators)
• client: read access plus the ability to leave inline comments on text or sections

For client-facing docs, client is almost always the right role, they see the content and can comment, but they can't change the document. editor is for trusted teammates who need to edit alongside you.

What clients see

Shared docs appear in your client's portal under Docs. They open the doc in a clean reading view, and if they have Comment permission, they can highlight any text and leave a note. You see their comments in your own view of the doc with their name and a timestamp.

Folders

Docs can live inside Folders in your workspace. If you share a folder with a client, every doc inside inherits that share, you don't need to share each doc individually. Add a new doc to a shared folder and it's automatically visible to the same people.

This is the easiest way to maintain "one place where everything for this client lives", share their folder once and add docs as the relationship grows.