> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents

> Create, edit, and manage shared documents within Statisfy account pages.

The **Documents** feature lets you create and manage shared documents associated with customer accounts. Use documents for account plans, meeting notes, strategy briefs, and other collaborative content.

### Accessing Documents

Open an account detail page and navigate to the **Docs** tab. Documents are created and managed per account.

### Document List

The Docs tab shows all documents for that account:

* **Name** — The document title
* **Created By** — The author
* **Date Created** — When the document was created
* **Last Updated** — When the document was last modified

Documents are sorted by most recently modified.

### Creating a Document

1. Click **Create Document**
2. Enter a document title
3. Start writing in the editor

The document editor supports rich text formatting:

* Headings, bold, italic, underline
* Bullet and numbered lists
* Links and inline code
* Tables

### Editing a Document

Open a document by clicking its title in the list. The editor opens with the full document content. Changes are saved automatically as you type.

### Collaborative Editing

Multiple team members can edit a document simultaneously:

* Changes from other editors appear in real-time
* Each editor's cursor is visible with their name
* No manual save or merge is required

<Note>
  Collaborative editing requires all editors to have access to the document. Share the document with team members before inviting them to collaborate.
</Note>

### Sharing Documents

To share a document with team members:

1. Open the document
2. Click the **Share** button
3. Search for users by name or email
4. Select the users and set their permission level:
   * **View** — Can read but not edit
   * **Edit** — Can read and modify the document
5. Click **Share**

### Deleting a Document

1. Open the document or find it in the list
2. Click the **More Options** menu (three dots)
3. Select **Delete**
4. Confirm the deletion

<Warning>
  Deleting a document permanently removes it for all users. This action cannot be undone.
</Warning>

<Tip>
  Use documents to maintain living account plans that your team can update as customer relationships evolve. Link to relevant accounts and contacts within the document for easy navigation.
</Tip>