My workspace
- Drafts and notes only you can see
- Your own folders, hidden from everyone else
- Share one document without revealing the rest of your workspace
Documents
Documents is where your team writes procedures, meeting notes, guides and reports inside AgentticCRM. Several people edit at once, you organize everything in folders with permissions, share a link with whoever needs it and go back to an earlier version whenever you need to.
- Live editing with your whole team
- Version history you can restore from
- Import from Notion, export to PDF or Word
AgentticCRM's Documents screen with fictitious data: on the left My workspace and the Organization workspace with their folders, and the Shared with me, Recent, Favorites and Archive views; on the right the Client onboarding guide open, with the people who are in it, the editor bar and the text with headings, a checklist, a callout, a list and a Gallery image with its caption. A teammate types a new task while their cursor shows who they are, the footer goes from Saving to Saved, and then the Version history opens with the saved versions and the Restore this version button.
What the Documents editor gives you
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Blocks for every kind of content
Headings, lists, checklists, tables, quotes, callouts, code and toggle blocks. Type / and pick the block you need, or drag a block to move it.
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Live editing
You see who is in the document and where each person is typing. Changes merge on their own and are saved as the team types.
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Images from the Gallery
Insert images from your organization's Gallery or upload them on the spot, with alt text, a caption and alignment.
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Fix formatting
If you paste text with Markdown symbols or loose bullets, this button turns it into headings, lists and tables, and shows you a before-and-after comparison so you can decide whether to apply it.
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Export in several formats
Download the document as an A4 PDF, as a Word, Markdown or HTML file, or as an image.
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Folders, favorites and search
Group documents in color-coded folders (a document can sit in more than one), star your favorites and find any document by its title or its text.
Two workspaces: yours and your organization's
Every document starts in one of the two workspaces, and that decides who can see it.
Organization workspace
- Procedures, meeting notes and reports for the whole team
- Anyone on the team with Documents access can read it
- Shared folders you can open up to specific people or roles
Whatever others share with you appears in Shared with me, with the name of the person who shared it.
Go back to an earlier version whenever you need to
Documents saves versions automatically: when a document is created, when it is imported and every 30 minutes while it is being edited. In Version history you open any of them and read it in full before deciding.
With Restore this version, the document goes back to that content. The current content is saved as another version first, so restoring never erases the latest writing, and anyone with the document open sees the change right away.
The same goes for whatever your connected ChatGPT or Claude saves: a document it writes in the conversation arrives with its first version, in the right folder and under the same access rules as if you had created it yourself.
Bring your documents over from Notion or Markdown files
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Choose the files
Click Import Markdown or ZIP and select Markdown files or the ZIP that Notion exports, with one page or many.
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Decide where they go
Choose My workspace or the Organization workspace and, if you like, a folder.
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Review before importing
The screen tells you how many documents and images it found, and how much space they take, before anything is saved.
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Keep editing
Headings, lists, tables, links and code arrive as editable blocks, and the images are saved to the Gallery.
Share with your team or through a public link
Give access to a document, or to a folder in the Organization workspace, to a specific person or to a whole role, such as every manager. For each grant you choose whether they can view, edit or manage.
For someone outside your organization, create a public link: it opens without an account and shows the formatted document, read-only. If the link reaches the wrong person, regenerate it and the old one stops working, or revoke it.
Frequently asked questions
What happens if my connection drops while I'm writing?
Your changes stay in the browser tab and are sent automatically when the connection comes back. Meanwhile the document shows a Reconnecting notice, so you know they are not saved yet.
Can an admin read the documents in My workspace?
No. My workspace is visible only to its owner. A personal document reaches someone else only when its owner shares it with them.
What is the difference between archiving and deleting a document?
Archiving takes it out of your lists without erasing it: you find it in Archive and bring it back with Restore from archive. Deleting removes it permanently, which is why it asks you to confirm.
How many documents can I import at once?
Up to 50 per import, counting the pages inside ZIP files. If you have more, import them in several batches.
Documents works together with
- GalleryThe images in your documents come from the Gallery, and imported ones are stored there.
- Knowledge base and chatDocuments is for writing as a team; the knowledge base and chat answers questions by citing the documentation you upload.
- Organization administrationEach role's permissions decide who can create personal or organization documents.
- Activity and auditDocuments that are created, shared, restored or deleted are all recorded.
See AgentticCRM working with your team's day-to-day
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.