Create a document

Four ways to create a new document — from the Create button, a deal, a project, or another doc.

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

When to use: You want to start a blank doc quickly without linking it to a specific deal, project, or task.

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.

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

---

Method 2: Create a doc from another doc

When to use: You are already working inside a doc and want to spin up a related document without leaving your current one.

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.

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

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.

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.

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

---

Method 4: Create a doc from a project

When to use: You want to attach a document to a project so it is accessible alongside everything else related to that project.

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.

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.