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Document & Version Management
Document & Version Management

Everything you need for organising your documents, creating duplicates or making templates.

16 articles

Organising your documents

Locate your documents with ease by assigning them Folders and Tags. Folders act as a category to help organise anything you create, whilst Tags can used to break things down even further; perfect if you create a significant number of documents.


Folders
Tags

Publishing & unpublishing

Once you're ready to make your content it live it can be published! It can be unpublished at the click of a button too; essential if you want to stop the document from being accessed.


Publishing
Unpublishing

Renaming, moving and deleting

The name and link can be changed at any time - just be mindful to notify your readers if you update the URL to ensure they can still access your content.


Moving a version
Renaming a document
Renaming a version
Deleting a version
Deleting a document

Making a duplicate

Use the Duplicate tool to create a copy of an existing version; a great option if you need to create a back-up or require another version to make updates to.


Making a duplicate

Templates

Simple to set up and a great timer saver, templates can be used when you need to create recurring documents, such as a Interview Pack or Job Offer.


Creating a template
Adding placeholders to a template
How to use a template