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Customize and manage your Docs using the Doc settings menu.
Check out the other settings menus available in Docs:
What you'll need
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The Doc settings menu is available all ClickUp Plans.
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All users, including guests, can use the Doc settings menu.
Access the Doc settings menu
To access the Doc settings menu:
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From inside a Doc, click the ... ellipsis menu in the top right corner of any Doc.
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Select a Doc settings menu option.
Doc settings menu options
| Option | 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. |
|
Favorite |
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. |
|
Save as Template |
Create or update a Doc Template. |
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Apply Template |
Find and use a Doc template. |
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History
|
See the history of edits and changes made to a Doc. You can also restore previous versions of the Doc. |
|
Share |
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. |
|
Archive |
Archive a Doc. |
|
Delete |
Send the Doc to the Trash. |
|
Protect this page or entire Doc |
Protect the page or 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. |
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