# Creating and Managing Documents

Create and edit Markdown documents from your team's **Documents** page.

Verified on the development environment on 24 September 2026. Screenshots use sample documents.

## Create a document

1. Open your team and select **Documents**.
2. Click **Document** in the top toolbar.
3. Select **Blank page** or a template: **Meeting Notes**, **Decision Record**, **RFC**, **Retrospective**, or **Runbook**.
4. Enter a **Title**. Optionally select a **Folder** and **Parent page**.
5. Click **Create**.

![Create New Document dialog with template, title, folder, and parent page controls](/docs/images/documents/create-document.webp)

The document is added to the team. If the previous document remains open, select **All files**, open the chosen folder if applicable, and click the new document's title.

## Edit and save

1. Open the document.
2. Click the pencil button (**Edit document**) in the reader toolbar.
3. Edit the title and Markdown content.
4. Click **Update** to save.

![Document editor showing the title, Markdown content, Close, and Update](/docs/images/documents/edit-document.webp)

The reader displays the saved content. Reload the page to confirm that the changes persist.

![Saved document rendered with headings and numbered steps](/docs/images/documents/saved-document.webp)

**Update** saves changes. **Close** exits the editor and discards changes made since the last save. The editor does not autosave; save before closing or reloading the page.

## Share a document

1. Open the document you want to share.
2. Click **Share** in its reader toolbar.
3. To add an existing team member, search using **Add names or emails...** and select the matching person. Selection grants access immediately and sends a notification; there is no separate Save button.
4. Use the member's role dropdown to submit **Can view**, **Can edit**, or **Admin**. Use **Remove access** to revoke an explicit grant.
5. Click **Copy link** to copy the current page URL.

![Document sharing dialog with member search, General access, and Copy link](/docs/images/documents/share-document.webp)

Open the intended document before copying the link: **Copy link** copies the current browser URL. Copying a link does not itself grant access.

### Current sharing limitations

- **Open** is labelled as access for the team, not public internet access.
- The **Open / Restricted** control submits a visibility change, but reopening the dialog may display **Open** without loading the saved visibility.
- The **Can view / Can edit** dropdown under **General access** does not persist its selection.
- Member role controls are available, but complete enforcement of those roles and restricted access has not been verified. Do not rely on these controls to protect confidential documents.

The screenshots show the dialog without granting access to another person. Recipient access was not tested for this guide.

## Archive a document

1. Open the document.
2. Hover over its entry in the document reader's sidebar and open **More actions**.
3. Select **Archive**.

![Document actions menu with Archive and Delete as separate actions](/docs/images/documents/document-actions.webp)

The document leaves the active list and appears in **Trash**. Archiving is reversible and does not use the permanent deletion confirmation.

## Restore an archived document

1. Select **Trash** in the Documents sidebar.
2. Find the document and hover over its card.
3. Click the circular-arrow **Restore** button.
4. Return to **All files** and open the document's folder to find it again.

![Archived sample document card with Restore and Delete forever controls at the upper right](/docs/images/documents/restore-document.webp)

The restored document returns to the active list. **Delete forever**, beside Restore, is a different action.

## Permanently delete a document

1. Open the document and click **Delete** in the reader toolbar or **More actions** menu. For an archived document, use **Delete forever** in **Trash**.
2. Check the title in the **Delete Document** confirmation.
3. Click **Cancel** to keep it, or **Delete** to permanently remove it.

![Delete Document confirmation showing Cancel, Download & Delete, and Delete](/docs/images/documents/delete-document.webp)

Deletion cannot be undone through Trash. If **Download & Delete** is available, it starts a download before deletion; it does not confirm that a backup reached your disk. Save and verify any required backup separately before deleting.

Only the confirmation was inspected for this guide; the sample document was not permanently deleted.

## Troubleshooting

| Symptom                                     | Action                                                                                           |
| ------------------------------------------- | ------------------------------------------------------------------------------------------------ |
| Edits disappeared after closing             | Reopen the editor, re-enter the content, and click **Update**. **Close** discards unsaved edits. |
| Newly created document is not open          | Select **All files**, then its folder and title.                                                 |
| A document disappeared from the active list | Check **Trash** and use **Restore** if it was archived.                                          |
| A copied link opens the wrong page          | Open the intended document first, then copy its URL again.                                       |

For folder creation and moving documents, see [Organizing Documents with Folders](/docs/documents/folders).

For revision preview/restore and archived-document workflows, see [Document History, Archive, and Restore](/docs/documents/archive-restore-history). For smart views and the folder/document graph, see [Document Views and Graph](/docs/documents/views-and-graph).