Documents brings a powerful rich-text editor into your workspace. Write long-form notes, wikis, standard operating procedures, meeting notes, and any other structured content. Organize documents into folders, control who can access each one, and attach documents directly to tasks for full context.
The editor supports headings, bullet lists, numbered lists, checkboxes, code blocks, callouts, collapsible sections, tables, images, links, and more. All documents auto-save as you type.
Enable Documents
Documents is off by default. A workspace Owner or Admin must enable it first.
Go to Settings → Arca Apps, find Documents, and click its toggle. Once enabled, a Documents entry appears in the left sidebar for all workspace members.
Create a document
Open Documents
Click Documents in the left sidebar.
Create a document
Click New Document in the top-right corner. The editor opens immediately
with a blank page.
Write your content
Type your content directly. Use the / slash command menu to insert
headings, lists, code blocks, callouts, images, and more.
Organize with folders
You can group related documents into folders for easier navigation.
- Click the folder icon or New Folder to create a folder.
- Drag any document card into a folder to move it.
- Drag a document out of a folder to ungroup it.
Access control
By default, all workspace members can view and edit documents. You can restrict access to specific members.
Open the document menu
From the Documents list, click the ⋯ menu on any document card.
Manage access
Click Manage Access. A dialog opens where you can select which workspace
members are allowed to view and edit the document.
Save
Click Save to apply the restriction. Members not on the list will no
longer see the document.
Workspace Owners and Admins can always access all documents regardless
of access settings. The creator of a document can also always manage it.
Attach a document to a task
You can link a document directly to a task so it appears in the task’s context.
Open a task and click on the attachment icon, then click Attach Document to pick an existing document from your workspace.
Delete a document
Click the ⋯ menu on a document card and select Delete. Deleting a document is permanent; it cannot be recovered.
Only the document’s creator, Admins, and Owners can delete a document.
