Doc settings

Customize and manage your Docs using Doc settings.

What you'll need

  • The Doc settings is available on all plans.

  • All users, including guests, can use the Doc settings.

Docs and wikis

A wiki is a Doc that's prioritized as the source of truth. Unless specified, anything that applies to Docs also applies to wikis. 

Learn more from our article Create a wiki.

Access Doc settings

To access the Doc settings, from the upper-right corner of the Doc, click the ellipsis ... icon.

Doc settings

Following are the Doc settings:

Setting Description

Rename

Change the name of the Doc.

Duplicate

Create an identical copy of this Doc in your Workspace.

Copy link

Copy the internal link to the Doc to the clipboard. This link will only work for people with access to the Doc in your Workspace.

Add to favorites

Add the Doc to your Workspace favorites.

Add to

 

Add your Doc to a task as an attachment, to a Location as a Doc view, or to the Sidebar.

Mark Doc as wiki

Verify this Doc as a wiki. A wiki is a Doc that's prioritized as the source of truth.

Save as Template

Create or update a Doc Template.

Apply Template

Find and use a Doc template.

Page history

 

See the history of edits and changes made to a Doc. You can also restore previous versions of the Doc.

Archive

Archive a Doc.

Delete

Send the Doc to the Trash.

Protect this page

Protect the page to prevent unwanted edits.

Protect entire Doc

Protect the Doc to prevent unwanted edits.

Public sharing

 

Enable public sharing of your Doc to generate a unique URL and share content with people outside your organization.

Sharing & Permissions

Share this Doc with other people or publicly with a link. Set permissions to control who can do what with this Doc and any pages.

 

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