Skip to content

Documents

The Documents page is your team’s shared knowledge base. It provides a folder-based file browser for organizing all your team’s content — from meeting notes and strategy docs to product requirements and marketing materials.

Layout

The Documents page has two main regions:

  • Sidebar (left) — A folder tree showing all documents and folders in the current workspace.
  • Main content area (right) — The document editor and viewer.

The sidebar displays your documents in a hierarchical folder structure. Each item shows:

ElementDescription
Folder iconIndicates a folder that can contain sub-folders and documents.
Document iconIndicates a single document.
Item nameThe title of the folder or document.
  • Click a folder to expand or collapse it and reveal its contents.
  • Click a document to open it in the main content area.
  • Folders can be nested to any depth.

Creating content

  • New Document — Click the “New Document” button at the top of the sidebar to create a new document in the current folder.
  • New Folder — Right-click in the sidebar or use the folder creation option to add a new folder.

Main content area — Document editor

When you open a document, the main content area shows a full-featured rich text editor.

Editor toolbar

The toolbar at the bottom of the editor provides formatting options:

ToolDescription
Undo / RedoStep backward or forward through edits.
ParagraphToggle between paragraph styles (heading levels, paragraph, quote).
BoldApply bold formatting.
ItalicApply italic formatting.
UnderlineApply underline formatting.
StrikethroughApply strikethrough formatting.
CodeInsert inline code or code blocks.
ImageEmbed an image in the document.
TableInsert a table.
EmbedEmbed external content.
LinkAdd a hyperlink.
DividerInsert a horizontal divider line.

Document header

At the top of each document, you’ll see:

  • Breadcrumb navigation — Shows the path to the current document (e.g. “Jitera Product Internal Documentation / PLG / Accounts”).
  • Document title — Displayed as a large heading at the top of the content area.

Folder structure examples

A typical workspace might organize documents like this:

FolderPurpose
Agent TeamDocumentation for the agent development team.
Docs TeamContent team resources and guidelines.
Platform TeamTechnical platform documentation.
PLGProduct-led growth materials, including sub-folders for LinkedIn and X post ideas.
Meeting NotesRecords from team meetings.
PRDProduct requirement documents.
Feature Flag ListActive feature flags and their status.
Roadmap IdeasFuture product ideas and planning.

Sharing and access

  • Documents are shared with all members of the current team by default.
  • Documents inherit the access permissions of their parent team.
  • Team owners and admins can manage document-level permissions in Settings.

Quick actions

From the Documents page you can:

  • Create a new document — Click “New Document” in the sidebar.
  • Browse folders — Expand and collapse the folder tree to navigate your content.
  • Open a document — Click any document in the sidebar to view and edit it.
  • Search — Use the search icon to find documents by title or content.