Docs
The one doc your team actually sees.
Scopes, menus and plans in one place your whole team can find. Comments, saved versions, pictures, and @-links to the people, decks and projects a doc is about.
How it works
Write it once. Link it. Your team sees it.
A scope your crew, your office and your customer’s record all point to.
Example doc · illustrative data
- WriteStart a doc in your team space, so everyone on the team can find it. Add pictures as you go.
- LinkType @ to link the people, decks, tasks and projects it’s about. It shows up on their side too.
- ShareShare with a named teammate to comment or edit. Move a private doc to the team when it’s ready.
Everything it does
What Docs does today.
Writing
- Docs with pictures right in the text
- Folders and subfolders
- Upload files next to your docs
- Search across every doc
- Starred docs and a trash you can restore from
Working together
- A team space by default, so the team sees new docs
- Share with a named teammate to comment or edit
- A Shared with me list
- Move a private doc to the team
- Comments in threads you can resolve
Never lose it
- Save a version at any point and go back to it later
- Restore a deleted doc from the trash
Connected
- @-link people, decks, tasks and projects
- Linked docs show up on the person, the deck and the project
- Notes from the CRM appear in Docs
Who uses it
The docs a small business runs on.
Scope of work
Two rooftop units, one weekend. For @Dana Ruiz
One scope the crew, the office and the proposal all point to.
Site notes
Roof access by the east ladder. @Kim Tran
Pictures from the walk-through, in the doc, linked to the job.
Holiday menu
Three courses, vegetarian plates. @Rosa Diaz
Your chef edits it; everyone sees the latest version.
Opening checklist
Lights, register, samples out. @Front counter
The checklist new staff actually find.
412 Elm · notes
Buyers loved the kitchen. @Marcus Hill
Every showing’s notes on the listing, linked to the buyer.
Workshop outline
Five habits, one hour. @Workshop deck
The outline your deck was built from, linked to it.
Board meeting minutes
Approved the fall budget. @Board update
Minutes linked to the deck you presented.
Gala planning doc
Volunteers by 5:30. @Fall Gala
The plan everyone comments on, on the event’s project.
Works even better connected
On its own, it’s your team’s docs. Connected, every doc sits on its job.
Link a scope to the project and it sits on the job card with the customer, the proposal and the crew’s tasks.