12Documentation
Import, export and sharing
How to get existing documents in — and finished ones out again: to Word, onto paper, or as a link.
A document from Word or PDF
- In the Documents panel, right-click the folder the document should go into.
- Choose Import a document or spreadsheet….
- Pick the file. A .docx or a .pdf becomes a document you can edit — pictures included. An .xlsx or a .csv becomes a table.
An import is a change like any other: the new document appears among the work in progress and reaches the approved version only when published. The original file is not kept.
Material that should not become a document
A contract, the minutes of a meeting, an export from another system — things to draw on, but not part of the documentation — belong in the WIP files panel. Upload files and Upload a folder store them with the draft. The agent reads them; they do not get into the project’s documents.
To Word
- On the document’s tab, click the three dots ⋮ (File actions).
- Choose Export….
- Pick the kind of Word file you want.
| In the app | What it means |
|---|---|
| Download as .docx | The clean document. |
| Download as .docx with comments | The notes travel as Word comments — with author, date and replies. |
| Download as .docx with tracked changes | The changes since the last accepted version become Word tracked changes. For somebody who wants to review in Word. |
| Export as .docx in template | The document in your company template — letterhead, fonts, styles. |
Printing and PDF
The same ⋮ menu has Print…. It opens the browser’s print dialog; for a PDF, choose “Save as PDF” there instead of a printer.
Sharing with a link
A customer or an auditor need not have an account. Share with a public link creates a link through which anybody who has it can read the document.
You can revoke a link at any time. From that moment it stops working for everybody who has it.