# Create a document

Wonderly Docs can be created from several places across the platform. Depending on where you are in your workflow, you can start a doc from scratch or attach one directly to a deal, project, or task so it stays linked to the right context from the start.

### Method 1: Use the + Create new button

{% hint style="info" %}
**When to use:** You want to start a blank doc quickly without linking it to a specific deal, project, or task.
{% endhint %}

1. Click the **+ Create new** button in the top-left corner of your screen.
2. Click **Document**.
3. Click the **New doc** title at the top to rename your document.
4. Click into the body to start typing.

{% embed url="<https://app.supademo.com/demo/cmoh8q6y92b1pza2i3buddm8e>" %}

**Expected outcome:** Your new doc opens immediately and is ready to edit.

***

### Method 2: Create a doc from another doc

{% hint style="info" %}
**When to use:** You are already working inside a doc and want to spin up a related document without leaving your current one.
{% endhint %}

1. Type “**/**” into the body of your doc to open the inline command menu.
2. Click **New doc** from the menu.
3. Type a name for your new doc and press **Enter**.
4. Click the **doc pill** that appears in the original document to open and edit the new doc.

{% embed url="<https://app.supademo.com/demo/cmoh8xuob2bjpza2i2rgavwwt>" %}

**Expected outcome:** The new doc is ready to edit. It is created in the same location as the parent doc and appears as a linked pill inside it.

***

### Method 3: Create a doc from a deal

{% hint style="info" %}
**When to use:** You want to attach a document to a deal in your pipeline so it lives alongside the deal's other files and information.
{% endhint %}

1. Find and open the deal you want to attach the document to.
2. Click the **Docs & Files** tab inside the deal.
3. Click "**+**" and select **New Doc**.

{% embed url="<https://app.supademo.com/demo/cmoh94xyy2c0lza2iptr5shhb>" %}

**Expected outcome**: The doc is ready to edit and is already linked to the deal.

***

### Method 4: Create a doc from a project

{% hint style="info" %}
**When to use:** You want to attach a document to a project so it is accessible alongside everything else related to that project.
{% endhint %}

1. Find and open the project you want to attach the document to.
2. Click the **Docs & Files** tab inside the project.
3. Click "**+**" and select **Doc**.

{% embed url="<https://app.supademo.com/demo/cmoh9a8a62cirza2izgn5vra6>" %}

**Expected outcome**: The doc is ready to edit and is already linked to the project.

***

**FAQ**

**Where do my docs actually live?** All your documents will be stored within the workspace where the project was created, regardless of the project or deal they belong to.

**Can I share a doc with a client?** Yes, documents can be shared with external clients through the Client Portal.

**Can I save a doc as a template so I don't have to start from scratch every time?** At the moment, it’s not possible to create document templates.


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