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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:

  • PDF
  • DOC
  • DOCX
  • TXT
  • RTF
  • MD
  • JPG
  • JPEG
  • PNG
  • GIF
  • BMP
  • TIFF
  • WEBP

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:

  • public
  • restricted
  • requires_nda
  • internal

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

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