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Documents

The Documents tab lets you create, preview, and manage professional documents within your project.

Document Builder​

Create documents from scratch or use templates:

  1. Open the Documents tab in your project
  2. Click New Document
  3. Choose a template or start blank
  4. Edit content using the rich text editor or Markdown
  5. Preview the rendered output
  6. Export as PDF, DOCX, or HTML

Templates​

Templates provide pre-built document structures:

TemplateDescription
Technical SpecArchitecture and design documents
Integration GuideUser-facing integration reference
Release NotesChangelog and version summaries
Meeting NotesStructured meeting documentation
ProposalProject proposals with scope and timeline
ReportData-driven reports with charts

Custom Templates​

Create your own templates:

  1. Build a document with your preferred structure
  2. Click Save as Template
  3. Templates are available to all team members in the project

Variables​

Documents support dynamic variables that are resolved at render time:

VariableDescription
{{project.name}}Current project name
{{project.description}}Project description
{{date}}Current date
{{author}}Document author
Custom variablesDefine your own key-value pairs

Setting Variables​

  1. Open the Variables panel in the document editor
  2. Add custom variables with key-value pairs
  3. Reference them in your document with {{key}} syntax

Preview​

The document preview shows the final rendered output:

  • Live preview — Updates as you type
  • PDF preview — See exactly how the exported PDF will look
  • Print preview — Optimized for printing

Signatures​

Documents can include digital signature fields:

  • Signature requests — Send documents for signing
  • Signature tracking — Monitor who has signed
  • Audit trail — Full history of signature events

AI-Assisted Writing​

Ask the AI agent to help with documents:

"Generate a technical spec for the payment integration"

"Create release notes from the last 10 commits"

"Write a user-facing integration reference"