Documents

Jitera includes a built-in document workspace where your team creates, organizes, and collaborates on content alongside AI agents. Documents are shared across your team and contribute to Jitera’s organizational memory.

Creating a document

1. Click New Document in the sidebar (or the ”+” button at the top of the Documents section).
2. Enter a title for your document.
3. Start writing in the editor, or ask an agent to draft content for you.

Documents support rich text formatting — headings, bold, italic, underline, strikethrough, code blocks, tables, images, and links. The toolbar at the bottom of the editor provides quick access to formatting options.

Organizing with folders

Documents are organized in a folder tree, visible in the sidebar under Documents. You can:

• Create folders — Group related documents together (e.g. “PLG”, “Agent Team”, “Meeting Notes”).
• Nest folders — Create subfolders for deeper organization (e.g. “PLG > Material > LinkedIn Posts Ideas”).
• Move documents — Drag and drop documents between folders.

Example folder structure

Based on a typical organization:

Documents/
├── Agent Team
├── Docs Team
├── Platform Team
├── PLG/
│   └── Material/
│       ├── LinkedIn Posts Ideas
│       └── X Post Ideas
├── Meeting Notes
├── PRD - Product Requirements
├── Feature Flag List
└── Roadmap Ideas

Collaborating on documents

Documents are shared with your entire team by default. Multiple people can:

• View the same document simultaneously.
• Edit content — changes are visible to all team members.
• Comment — Leave feedback or ask questions inline.

Working with agents

Agents can interact with documents directly:

• Draft content — Ask an agent in chat to create a document, and it appears in your workspace.
• Edit existing docs — Reference a document in chat and ask the agent to update it.
• Summarize — Ask an agent to summarize a long document.
• Translate — Have an agent translate document content into another language.

Document types

Jitera handles various content types:

Type	Description
Text documents	Rich text with formatting, tables, and embedded media.
Markdown	Files with .md extension are rendered with markdown formatting.
Uploaded files	PDFs, spreadsheets, images, audio, and video can be uploaded and analyzed by agents.

Search and discovery

Use the search function (magnifying glass icon in the sidebar) to find documents by:

• Title — Search by document name.
• Content — Full-text search across all documents in your workspace.
• Recent — The Home page shows your most recently accessed documents.

Best practices

• Use descriptive titles — Helps both your team and Jitera’s agents find and reference documents.
• Organize by team or project — Create folder structures that mirror how your team thinks about work.
• Keep documents current — Updated documents feed into Jitera’s memory, making agent responses more accurate.
• Link related content — Reference other documents in your writing so agents can connect context across your knowledge base.