Overview
Each space has its own document collection where team members can create, edit, and organize collaborative documents. Space documents are accessible to all space members and can be used as knowledge sources for AI assistants.Viewing Space Documents
In the space sidebar panel:- Documents section with + button
- Shows document count or “No results” if empty
- Click + to create new documents
- Click section to expand and browse documents
Creating Documents
From Space Sidebar
- Click the + button next to “Documents”
- Provide document details:
- Title - Document name
- Content - Initial content (optional)
- Start editing
- Document auto-saves
Document Features
Space documents support:- Rich text editing
- Markdown formatting
- Collaborative editing
- Version history
- AI assistant integration
Managing Documents
Accessing Documents
View space documents by:- Expanding Documents section in sidebar
- Clicking document name to open
- Searching across documents
- Filtering by date or creator
Editing Documents
Documents can be edited by space members with appropriate permissions:- Real-time collaborative editing
- Auto-save functionality
- Track changes
- Comment and discuss
Organizing Documents
Keep documents organized:- Use clear, descriptive titles
- Regular cleanup of outdated docs
- Archive completed documents
- Link related documents
Document Integration
With Assistants
Documents can be used by AI assistants:- Reference content in conversations
- Answer questions about documents
- Generate new content based on docs
- Summarize and analyze documents
With Conversations
Documents integrate with conversations:- Reference documents in chat
- Create documents from conversations
- Link conversations to documents
With Data
Documents work alongside other data:- Part of space knowledge base
- Searchable with custom data
- Indexed for AI access
Best Practices
Clear Titles: Use descriptive names that make documents easy to find.
Regular Updates: Keep documents current and archive outdated information.
Collaboration: Use documents for team knowledge sharing and documentation.
Common Use Cases
- Team documentation
- Process guides
- Meeting notes
- Project specifications
- Knowledge bases