How to create and edit documents

"Documents" is FlowFast's module for creating, storing and co-editing documents.

• Create and edit documents together with other team members.

• Collect documents into folders and adjust access levels.

• Store internal documents and work instructions in one place.

• Publish documents to external users.

Use cases

Storing work documents. Keep job descriptions, application templates and other essential work resources at the fingertips of your employees. 

Notes. Record work ideas in FlowFast documents. With different accessibility settings, no one can see them but you.

Knowledge base. The Documents section is enough to organize a fully-fledged knowledge base of your company. 

By the way, right now you are reading an article created in this section 😉

How to enable the "Documents" module

You don't need to enable anything, this module is available for free on all tariffs.

The module is available to all company members, except for guest users.

To enter the section click on "Documents" in the left popup menu:

Module features

Creation and editing of documents:

• Text editing;

• Uploading images and GIFs;

• Uploading videos from Youtube, Vimeo, Loom and other video hostings;

• Previews for links in Google Docs, Google Sheets, templates and designs in Figma, etc;

• Creating and editing tables;

• Inserting code blocks;

• Adding files for downloading;

Sharing documents for co-work:

• Regulating access for different users;

• Collaborative editing of documents;

• Document grouping – folder structure;

• Public access for those who do not use FlowFast.

Editing text

Headings, quotations, lists, links – the "Documents" module offers all the familiar text editing tools.

Uploading images and videos

You can insert any images to your document. To do it, click on the purple plus button and select the necessary item from the drop-down menu. You can also drag and drop the image or copy-paste it.

You can change the size of images in your document. To do this, click the three dots next to the image and select the appropriate size.

Videos from video hosting sites are displayed as previews. They can be viewed directly in the document without clicking on links.

The size of the video window can also be adjusted by pressing the three buttons.

Previews for links to Google Docs, Google Sheets, designes in Figma

If you want a document from Google Docs to be viewed directly in your documents in FlowFast, insert it as a preview. To do so, click on the purple plus button and select the desired item from the drop down menu. 

In your documents it will look like this:

Creating and editing tables

To create a table, click on the purple plus button and select "Table" from the drop-down menu.

You can also simply copy and paste the table from another source:

• To change the width of the columns, place the cursor on a column boundary, click and drag to the right or left. 

• To add or remove table items, click in a cell, click the three dot button and select the desired menu item. 

Inserting Code block

You can insert code blocks into your document and select the syntax for the desired programming language.

To do so, click the purple plus button and select "Code block" from the drop-down menu.

The block will be visually distinguished from the rest of the text, and important elements will be highlighted in color:

Attaching files

You can add both the file itself and a link to a third-party service where it is stored in your document. 

To add files to your document select the File menu item, or simply drag and drop the files into your document. Our editor understands the 'copy -> paste' action, so you can copy and paste multiple files into your document.

Highlighting important text with the "Alert "block

You can visualize parts of your document with a coloured background and an eye-catching icon, so no one misses the important information.

There is a total of 4 alert styles available. You can select the desired one via the context menu.

Now you know how to create and edit documents in FlowFast.