A really cool tool for saving, sharing, and publishing information 📚. It solves the problem of obvious things. It solves the problem of preserving and reproducing internal information.

In the course of work, every company accumulates positive experience 🥼🤯 that is worth preserving and spreading among employees within the company. Comments are a great tool, but they are short — what if I want to write corporate rules, an instruction with images, or an entire project? The ideal automation solution for this problem has, of course, already been created, since this task has no business-specific angle. We didn’t reinvent the wheel and simply wrote our own version of a corporate wiki. Previously, the section was called Wiki, now it is Documents (Docs).

Documents is a tool that can significantly improve collaboration within a company. It allows employees to quickly and easily exchange information, ideas, and knowledge, which can substantially increase work efficiency and reduce the time needed to complete tasks ⏳.

Projects and pages 🗂

Documents are divided into projects 🗂 that you can create yourself. Each project contains pages filled with information 🎥🎨📃. You can share projects with your employees for collaborative work. Different access rights options let you grant editing rights or read-only access.

Document templates and variables 📄

In the Documents section, you can create document templates and insert variables into them. Variables are populated when an entity is exported — a client, invoice, or payment — and a complete document is generated for that specific client based on them.

For example, you need to create a monthly certificate of completed work. To do this, create a text template for the certificate in the company documents and add amounts, client initials, dates, and other data as variables using curly braces {{variable}}. Then, when exporting the income report, you can generate the document itself in PDF format with the data already filled in from the report.

When exporting from a table, you can generate either a single PDF file for printing or separate documents. You can also enable the option to save documents to the client card. A separate Documents section is available in the client profile for this purpose.

A real-life example 🤦‍♂️

For example, this is how a company can solve the problem of obvious things. This is a very common problem: you think some actions are obvious in a given situation, but to a new employee they don’t seem obvious at all. So you can confidently create a project right away where you can empirically record descriptions of the problems that young employees encounter. And introduce this project to everyone who registers in your system.

Technically, Documents is a powerful rich-text web editor with extensive functionality that allows you to place images, tables, videos, and more. We are constantly developing it and hope you find it useful and enjoy it.

P.s. 🧩🏆

Documents are needed for creating, storing, and managing access to long-term and extensive meta information of any complexity, building internal corporate projects, and automating document creation using templates and variables.