Managing Documents
Write, organize, and share documents in Collab
Documents: 1 pages
Documents in Coherence live in Collab, the built-in document and whiteboard editor. Collab replaced the older Docs module, which is no longer installed in new workspaces.
If your workspace was created with the older Docs module (Title, Type, Status, and Content fields), that module is now hidden. Its records were kept, not deleted, but it no longer appears in the sidebar or to agents. Write new documents in Collab.
Opening Collab
Click Collab in the sidebar. The item appears when your plan includes Collab. Inside Collab, the left panel has:
| Item | What it shows |
|---|---|
| All pages | A searchable, filterable list of every document you can see |
| Templates | Saved templates you can start a document from |
| Favorites | Documents you starred |
| Organize | Your folders, tags, and collections |
| Trash | Documents you moved to the trash |
Creating a Document
- Click Collab in the sidebar
- Click New page
- A new document named "Untitled" opens. Click the title in the toolbar to rename it, then start writing
To start from a template instead, open Templates and pick one. See Collab Templates.
Page and Whiteboard Modes
Every document can be viewed as a page or as a whiteboard. Use the two mode buttons at the left of the document toolbar (Document mode and Whiteboard mode). To change which mode a document opens in, use Doc mode in the document's properties, or the More options menu.
Document Properties
Click Document info (the info button in the toolbar) to open the Properties panel:
| Property | Options |
|---|---|
| Tags | Any tags you add |
| Doc mode | Page, Whiteboard |
| Privacy | Private, Team, Workspace |
| Team | Shown when Privacy is Team |
| Status | Draft, In Review, Approved, Published, Archived |
| Created, Updated, Created by | Read-only |
Privacy
| Level | Who can access |
|---|---|
| Private | Only you can access |
| Team | Your team members can access |
| Workspace | Everyone in the workspace |
You can also change privacy from the lock/people/globe button in the document toolbar.
Organizing Documents
- Favorites: click the star in the document toolbar to add or remove a favorite
- Folders: use New folder in the Organize section, then More options > Move to... on a document
- Tags: add tags in the Properties panel, then filter by tag from the Organize section
- Collections: use New collection in the Organize section to group documents by rules or by picking them
The More Options Menu
The More options (...) button in the document toolbar includes:
| Action | What it does |
|---|---|
| Rename | Rename the document |
| Move to... | Move the document into a folder |
| Open in new tab | Open the document in a new browser tab |
| View Info / View TOC / View history | Open the properties, table of contents, or history panel |
| Duplicate | Make a copy |
| Save as template | Save the document as a reusable template |
| Import | Import a Markdown or text file into the document |
| Export | Download the document as a Markdown (.md) file |
| Move to trash | Move the document to the trash |
Documents and AI Agents
Nash and other agents can create and update Collab documents. To stop agents from changing a document directly, click the lock button in the document toolbar. While a document is locked, agents must request approval to update it.
Related: Collab Overview | Collab Templates | File Manager