Managing Documents
⌘K
- Getting Started
- Platform Management
- Repository
- Templates and Flows
- Templates
- How to prepare a template document
- How to upload a template
- How to add metadata to templates
- How do you modify the category and tags of a template
- How to update a version of a template
- How to edit the template
- Duplicate a template
- What document types can the template handle
- Add a private note to the template
- How do you add Members to a template space
- How do document states work
- How to add members to the workspace
- How do you enable a template
- Flows
- Templates
- Reviewing
- Automation
- Insights
- Integrations
- Addons
- Developers
- How do you add team members to the workspace
- What roles a workspace member can have
- Add my logo and colors to the workspace
- How do you change a workspace
- Where to find the workspace id
- Change your user security settings