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Create a document

Overview

Our smart documents seamlessly bring content and conversation together. It does not matter whether you need to create a word-like document, spreadsheet, mindmap, or if you need to manage tasks in a kanban-style task board. Samepages help you stay on top of what matters most.

Basic document types we offer:

  • Page
  • Task Board
  • Sheet
  • Mindmap
  • Discussion
  • Calendar
  • Task Report
  • File

Where are Documents?

Documents live in Folders, so when you want to find or create a document, you need to first navigate to a folder. Folders are located in the main Workspace section of the app.

Creating a Document

Inside the folder where you want the document to reside, click on the Create new button.
From the options, you can select to create a document from a pre-formatted template or create a Blank Document. You can repurpose any of the templates to suit your workflow, and delete or replace any of the content with your own.


Once you select your option to create a page, Samepage will create and open the page so you can start editing it.

Chat in Document

Please see our help article Document Chat for how to have contextualized conversations in Documents.

Create a document

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