# Document overview

### **What is Document?**

Wonderly Documents is a document editor built into your account with AI writing tools included. Generate drafts from a prompt, refine sections inline, and convert notes into tasks without switching tools.

Every document connects to your existing Wonderly data, so drafts are informed by your projects, brand guides, and business context from the start.

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### Why use it?

Most teams write in one tool, manage tasks in another, and collaborate in a third. Context gets lost at every handoff.

Wonderly Documents lives alongside your projects and CRM. Everything you write is built on context that already exists in your account. You draft, refine, assign tasks, and collaborate without leaving the platform.

**You stop switching between tools.** Your documents live where your projects, tasks, and client information already are. No exporting. No copying between platforms. No paying for a separate writing tool.

**Action items become real tasks instantly.** Decisions made in a document become tasks with an assignee, deadline, and priority without leaving the page. The task appears in your project alongside everything else your team is working on.

**Clients see the final version without accessing your workspace.** Publish a read-only link with one click. The page updates automatically when you edit the internal document. No sending attachments back and forth. No maintaining a separate copy.

**Nothing gets lost.** Every edit creates a timestamped snapshot. You can hand a doc to a collaborator, experiment with rewrites, or restructure a section knowing any previous version is one click away.

**With any other document tool?**

* The document is disconnected from your projects, tasks, and CRM
* Action items get manually recreated in a separate tool
* Sharing with clients means managing permissions or sending attachments
* You're paying for a document tool plus a project management tool plus a CRM plus a collaboration tool just to go from draft to done

**With Wonderly Documents?**

* The document already lives next to the project it's about
* Tasks are created directly from the page
* Client sharing is a published link that updates automatically
* One platform

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### How to get the most out of Documents

**How to collaborate on a document.** Multiple people can work in the same document at the same time. Live avatars in the header show who is currently viewing. Every change appears in real time.

Feedback stays inside the document through threaded comments. Highlight any section, leave a comment, and @mention a teammate to notify them directly. No email threads. No separate feedback tool.

Permissions are set at the workspace or folder level and inherit down to every document automatically. The right people always have access without manual sharing setup.

**How to turn a document into action.** Type a slash (/) command on any line to create a task or project directly from the document. Assign an owner, due date, and priority without leaving the page.

The task appears in your Wonderly workspace alongside everything else your team is working on. The document retains a reference to it, so the context that created the task stays visible to anyone reading the doc.

**How to share with clients.** When a document is ready for an external audience, generate a public URL with one click. The published page is read-only and updates automatically whenever you edit the internal document.

Clients and stakeholders always see the latest version without gaining access to your internal comments, tasks, or team notes. Toggle public access on or off at any time.

**How to protect your work.** Every edit creates a timestamped snapshot. You can browse the full history, see who made each change, and restore any previous version with one click.

Let the AI rewrite a section, try a structural change, or hand the document to a collaborator. If anything goes wrong, the previous version is always there.

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### What Documents includes

<table><thead><tr><th width="222.91796875">Feature</th><th width="523.85546875">Description</th></tr></thead><tbody><tr><td><strong>AI drafting</strong></td><td>Describe what you need and generate a full draft or outline in seconds. The AI asks clarifying questions before starting to match your specific goals.</td></tr><tr><td><strong>Smart references</strong></td><td>@mention existing documents, brand guides, or projects. The AI uses these references to stay consistent with your business context.</td></tr><tr><td><strong>Inline AI editing</strong></td><td>Highlight any section and ask the AI to rewrite, summarize, expand, or refine it. Changes appear directly in the document.</td></tr><tr><td><strong>Role-based critique</strong></td><td>Request feedback from a specific perspective like a B2B marketer or operations expert to stress-test your content before sharing.</td></tr><tr><td><strong>Version history</strong></td><td>Every edit creates a timestamped snapshot. Browse the full history and restore any prior version in one click.</td></tr><tr><td><strong>Real-time collaboration</strong></td><td>Multiple people edit the same document simultaneously. Live avatars show who is viewing.</td></tr><tr><td><strong>Comments and mentions</strong></td><td>Highlight a section, leave a threaded comment, and @mention a teammate to notify them.</td></tr><tr><td><strong>Slash commands</strong></td><td>Create tasks and projects directly from any line in the document.</td></tr><tr><td><strong>Publish externally</strong></td><td>Generate a read-only public URL that updates automatically when you edit the internal document.</td></tr><tr><td><strong>Permissions</strong></td><td>Set at the workspace or folder level. Inherited automatically so access is never manual.</td></tr></tbody></table>