The title
The title sits at the top of the reading column as a plain text input. An empty title showsUntitled as placeholder text. As you type, the breadcrumb above the document updates to match.
A title cannot contain /, #, |, [, ], or a line break. If you use one, the save is rejected and you see:
Title may not contain any of / # | [ ] or line breaks.The title also determines the document’s address. Renaming a document moves it to a new URL and rewrites links to it from other documents in the same operation. See Folders and organization.
The body
The body is a rich text editor. An empty document showsStart writing…. You can write paragraphs, headings at three levels, ordered and unordered lists, quotes, and inline emphasis.
The editor is deliberately small — it is for capturing and correcting knowledge, not for desktop publishing. It has:
- No toolbar.
- No slash menu.
- No code blocks.
- No table or image insertion.
[[Pricing Page Spec]]. The link becomes clickable as soon as you finish it. See links between documents.
If a document carries extra properties written by an agent, they are kept exactly as they are every time you save. You never see them in the editor and cannot disturb them by typing — they appear in the Custom card in the properties rail.
Autosave
There is no save button. Roughly half a second after you stop typing, your changes are written. Navigating away flushes anything still pending, so you do not lose a keystroke by clicking to another document. The current state is shown in the topbar:Locking a document
A document can be locked when its content is approved and should not drift: a brand guide, an ideal customer profile, a privacy policy. While a document is locked, nothing can change it — not you, not a teammate, not an agent — until it is unlocked. The lock is the padlock in the topbar, next to the favourites star. Click it to lock; click it again to unlock. Only two people can turn it:
A locked document shows a banner above the body —
This document is locked — approved, canonical content. Unlock it to edit. — and everything becomes read-only: the title input is disabled, the body does not accept edits, and the properties rail stops offering its editable fields. To make a change, unlock first, edit, and lock again. There is no way to edit a locked document without unlocking it — that is the point.
A locked document also cannot be renamed, moved, or deleted, and the folders above it cannot be renamed, moved, or deleted while it sits inside them.
Agents are refused the same way. An agent that tries to change a locked document gets a rejection naming the document and who can unlock it, and is told not to write a modified copy elsewhere instead. The lock can only be released here, in the web app.
Document width
The topbar has a three-way width control labelledDocument width, with options Prose, Wide, and Full. Click an option, or use the arrow keys to move between them once one is focused.
The properties rail
The rail on the right holds everything about the document that is not its title or body. Toggle it with⌘I (Ctrl+I on Windows) or the topbar button, which reads Collapse properties (⌘I) when the rail is open and Show properties (⌘I) when it is not. Your choice persists.
Owner, type, and description
Owner is a dropdown. It shows the person’s name or email, or Unassigned when nobody is set, and Unassigned is always available as an option.
Type is a free text field for what kind of document this is, with signal, brand, … as placeholder text. Description is a free text field for one sentence on what the document is. Both commit when you press Enter or click away, and revert if you press Escape. Clearing a field to empty removes the value.
Tags
Tags are chips with a remove button each, plus anAdd tag input. Press Enter or click away to add. Adding a tag that is already there does nothing.
The input accepts anything you type. There is no picker, no autocomplete, and no check against your tag registry.
Links and linked mentions
Links lists the documents this one points at. Linked mentions lists the documents that point back at it. Both are read-only; click a row to open that document. Links to documents that do not exist yet appear dimmed and are not clickable, and they resolve on their own once a matching document is created.
The whole card disappears when a document has neither outbound links nor mentions.
Custom and timestamps
Custom lists the extra properties this document carries beyond the standard ones — a review date, a customer name, whatever your brain has defined. Properties that came in with an imported document and have never been defined are shown here read-only. See extra properties.
Created and Updated sit at the bottom of the rail as relative times. Both are read-only.
Documents that open as a board, tracker, table, map, base, or dashboard do not have the properties rail or the width control, and their titles are read-only on the document page. Rename those from the sidebar instead. Boards, tables, bases, and maps also fill the page rather than sitting in a reading column. See Document formats.