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A document is a page of rich text for things that do not fit in a field, such as meeting notes, proposals and processes. Documents in the sidebar lists them as a gallery, most recently edited first, with a search box at the top.

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Create and write a document

  1. Choose New document.
  2. Type as in any editor. Press / to open the slash menu of blocks, such as headings, lists and tables.
  3. Type @ followed by a few letters to mention a record, another document or a task. The mention becomes a link to it.

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Comments

A document has a Comments section. A comment can be attached to the whole page or to a passage of text. A comment can be marked resolved when it is dealt with.

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Timeline

A document keeps a timeline of when it was written, who edited it, and the comments added to it.

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Where documents show up

  • A task or a record can link to a document.
  • A record’s page lists the documents and tasks that mention it.
  • An agent can read and write documents when its tools allow it.