Upload Documents
Create a new document from a file upload, template, or supported source import. Learn the workflows, permissions, screenshots, and related setup guidance in…
Upload Documents
The document flow in Admin Center supports direct uploads plus imports from the built-in content sources that exist.
Access
- Admin
- Content Manager
Ways To Create A Document
From Documents, click New document and choose one of these paths:
- Start from a blank document
- Start from a template
- Upload a local file
- Import from Google Docs / Drive
- Import from Notion
- Import from Confluence
Supported Local File Uploads
The document uploader accepts these file types:
PDFDOCDOCXTXTRTFMDJPGJPEGPNGGIFBMPTIFFWEBP
The current size limit is 10 MB per uploaded document.
Metadata You Set During Creation
The creation form lets you configure:
- Title
- Description
- Markdown description
- Categories
- Access level
- Slug
Access Levels
Documents use the Trust Center access model implemented in the app:
publicrestrictedrequires_ndainternal
If you choose requires_nda and your tenant does not have NDA templates configured, Admin Center shows a warning before you continue.
Source Imports
Google Docs / Drive
If the integration is connected, you can browse authorized Google Drive files and import one directly into the new document flow.
Notion
If the integration is connected, you can import a Notion page. Depending on the page, the result may come in as a file-backed document or as Markdown content.
Confluence
If the integration is connected, you can import a Confluence page and bring its content into the document editor.
After Creation
Once the document exists, use the document detail page to:
- Replace the file
- Edit metadata
- Change access level
- Enable versioning
- Run source sync for connected source-backed documents
Related Docs
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