Step-by-step guides on docs

This article describes the step-by-step guide to creating a new Doc on Crowdapp.io, How to embed media in a Doc, and the list of viewing and editing permissions for a Doc on Crowdapp.io.

Key Points;

• How to create a Doc.

• How to embed media to a Doc

• Viewing and editing permissions on a Doc

How To Create A Doc

1. Navigate to your dashboard and click "Docs"

   

2. Click on "Create new Doc"

3. Click on “Choose templates” to select from our different templates, or you can click on “Start from scratch” to create an entirely new document.

4. Click on “Edit” to start typing and editing your document.

5. Click on the “Untitled documents” box to name your project for easy access.

Embedding Media In Docs

To insert tables, images, or even videos into your Docs, click on the three dots at the right-hand side of your Docs

Viewing And Editing Permissions On Docs

When invited to a workspace by teammates, you can either be given the role of a viewer or the role of an editor.

As a viewer you only have access to these;

1. View a doc

2. Share a doc

3. Export a doc

As an editor, you can access these;

1. Create a doc

2. View a doc

3. Link projects

4. Edit a doc

5. Duplicate a doc

6. Share and export doc.