How To... Create a Document

Interface Update Notice: The visuals in this article predate our Q2 2025 Chocolate Release. The process remains identical, and updated visuals are forthcoming.

Creating different types of documents for your organization can be helpful, yet challenging to keep structured, especially when maintaining ongoing updates. This article demonstrates how to create documents for your organization.

Documents can be updated anytime, data is saved automatically and you can publish a new version to create a version history inventory so you can revert to a previous version instantly.

Here is a step-by-step guide on how to create a document:

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