Skip to main content

Docs

Docs is the writing area for business notes, instructions, and reusable operating guidance.

Keep a document useful​

  1. Create or open the document and give it a clear title.
  2. Write the steps, decisions, and context its reader needs.
  3. Check the document's sharing audience before including private customer or business details.
  4. Review changes suggested by an agent before replacing approved operating instructions.
  5. Keep one current version and update references when a procedure changes.

Related guides: Files and Agents.