Skip to main content

Documents

Documents are Markdown pages that live alongside your canvas. Use them to write up decisions, specs, and notes right where the work happens, and attach them to the elements they describe.

Attaching a document to an element​

Any element on your canvas can carry one document:

  1. Select a single element that doesn't yet have a document.
  2. A dashed attach ghost appears near the element — click it to create a document and open it.

Once attached, a document badge floats just above the element so you can reopen the document any time.

Viewing and editing​

Open a document to read it as rendered Markdown. To make changes, switch to the source editor, which has Write and Preview tabs so you can check your formatting as you go.

  • Save explicitly with Ctrl/Cmd-S. Nothing is saved until you do.
  • If you try to close a document with unsaved changes, you're warned first.

Versioning and conflicts​

Documents are versioned. If someone else saved the document while you were editing, your save is held and you're offered a choice:

  • Load theirs — discard your edits and pick up their version.
  • Overwrite — replace their version with yours.

The documents sidebar tab​

The documents tab in the sidebar has two parts:

  • Placed on this canvas — documents attached to elements here. These stay reachable even if you delete the element they were on.
  • Workspace library — every document at your workspace or board scope, so you can find and reuse existing ones.

A single document can be placed on several canvases at once, so the same spec or note can appear wherever it's relevant.