Documents · Document management and team knowledge base
Keep your knowledge and files in one place.
Write procedures in shared spaces, store files in folders, and mark up or fill PDFs without leaving the platform.
How Documents works
Create a space for your team
Write procedures as pages
Keep files in shared folders
Fill and mark up PDFs in place
What changes
From how it usually goes, to how it could go.
Without it
Procedures are scattered across drives and inboxes.
With it
One tree of pages, with comments and mentions.
Without it
A large upload fails and has to start over.
With it
Uploads resume after an interruption, up to 9 GB.
Without it
PDFs get printed or passed around to fill in.
With it
Fill PDF forms and add notes without leaving the platform.
What it does
What you get with Documents
Teams that need one home for procedures, contracts and working documents.
Spaces and pages
A tree of pages with headings, tables, images, diagrams, mentions and threaded comments.
Files and folders
Shared, personal, project and internal folders, with uploads up to 9 GB that resume after an interruption.
PDF filling and markup
Fill PDF forms, including government XFA forms, and add highlights and pinned notes.
Live blocks
Add budgets, service coverage plans and diagrams to any page.
A private drive
Pages in your Personal drive can be opened only by you.
- largest upload, resuming if interrupted
- 9 GB
Connected
Documents doesn’t work alone.
Your apps share the same people, customers, products and ledger, so work carries across without retyping.
What it doesn’t do yet
We’d rather you know now. These aren’t part of this app today.
- Permissions for each space or page
- A screen for comparing page versions
- Two people editing a page at the same time
Straight answers
Questions about Documents
Who is Documents for?
Teams that need one home for procedures, contracts and working documents.
What does Documents connect to?
Forms: A form is a page, and each response is stored as a sealed record. Store: A product page becomes a store listing. Finance: Budgets on pages appear in Finance.
What doesn’t Documents do yet?
These aren’t part of it today: Permissions for each space or page. A screen for comparing page versions. Two people editing a page at the same time.
Do I have to use every app to use Documents?
No. Use only the apps you need and add more later. Each person sees only the apps you give them.
Used for
Businesses that could use Documents
Try Documents with your own business.
Create your organization and turn on only the apps you need, or tell us about your business first.