Creating and Editing Documents

Creating and Editing Documents

Project Documents are Markdown pages your team can organize, update, and review over time. New documents begin at version 1, and saving an edit creates a new version with an edit note.

Create a document

In the project's Documents area, select the plus button to open New Document.

  1. Enter a required title.
  2. Use / for the root folder, or enter a folder such as Engineering.
  3. Add optional comma-separated tags.
  4. Write the content in Markdown.
  5. Select Preview to review the rendered page.
  6. Select Create Document.
New Document panel with arrows pointing to document details, Markdown content, and Create Document

Open document actions

Open a document and select the three-dot More actions menu.

  • Edit updates the document.
  • History reviews its saved version and edit note.
  • Delete removes the document. Use this action carefully.
Document actions menu with an arrow pointing to Edit and History

Edit a document

The Edit Document panel contains the current title, folder, tags, and Markdown content.

Make your changes, then enter a required Edit Note that briefly explains what changed. The note is visible to your team in History.

Use Preview to check the rendered page, then select Save Changes. Saving creates a new version.

Edit Document panel with arrows pointing to folders and tags, the edit note, and Markdown preview

Review version history

Choose History from the document actions menu to review saved version information:

  • Version number
  • Editor
  • Saved time
  • Edit note

Meaningful edit notes help teammates understand a change without comparing the full document.

Version History panel with arrows pointing to the saved version and edit note

Tips

  • Use folders for broad areas and tags for topics that cross folders.
  • Keep titles specific so documents are easy to recognize in the tree.
  • Preview headings, lists, links, and code blocks before saving.
  • Write edit notes that describe the outcome, such as Added review owner responsibilities.
  • Prefer editing a document over deleting it when the information is still useful.

Next steps

Published on 2026-05-17
Last updated on 2026-06-05
Version 4