Documents

Overview#

A document is a shared page for the writing that surrounds hiring work: a role brief, an interview guide, a scorecard, a debrief, or a team runbook.

A document can be attached to a team, a job, or an application — or to nothing at all. What it is attached to decides who can read it and who can change it.

Create a document#

A new document opens straight away and saves as you type.

There is no workspace-wide list of documents, and documents cannot be created from the command menu. To reach a document you did not file yourself, use search — documents are matched on their title, not their contents — or favorite a document from its header so it stays in your sidebar.

Who can read a document#

A document inherits the access of everything it is attached to, and those rules stack:

• Attached to a job or an application — visible to the people who can see that job or application.
• Attached to a team — visible to the people who can access that team.
• Attached to two things — visible only to people who can see both.
• Attached to nothing — visible to everyone in the workspace, including guests.

So attaching a brief to a confidential team's job is enough to hide it from everyone outside that team, even if the same document is also filed under a public team.

Who can edit a document#

Being able to read a document does not let you change it.

A job or an application counts as the team that owns it, so editing a job's document takes membership of that job's team.

Guests can read and comment on documents they have access to. They cannot edit, attach, archive, or delete any document.

A document attached to nothing belongs to the whole workspace, so any member can edit it — guests still cannot.

Attia does not yet show a read-only view to people without edit rights. If you type in a document you are not allowed to change, nothing is saved: you see Could not save document, and what you typed stays on screen until you leave the page — then it is gone.

Write#

Set the icon and title at the top, then write below. Type / for headings, lists, checklists, quotes, code blocks, tables, and dividers. Changes save on their own, and the header shows when the document was last edited.

Hover a heading to copy a link pointing at that heading. The link button in the top right copies the document's own address.

Two people cannot write in the same document at once. If someone else saves while you are typing, a bar appears across the top: Someone else edited this document. Saving stops there — the title and body go read-only, so nothing you write from that point can land on top of theirs. Take Copy my version to put your text on the clipboard, then Reload to pick up theirs and paste what you need back in. Attia will not merge the two for you, and it will not silently pick a winner.

Comment#

Select any text and choose the comment button to open a thread. Threads sit in the margin next to the text they belong to, and take replies and emoji reactions.

Resolving a thread hides it. The speech-bubble button in the top right lists resolved threads, and any of them can be reopened.

Anyone who can read a document can comment on it, guests included.

Move, archive, and delete#

Move. In a job's Resources, use Move to to hand a document to another job or team. It moves in one step, so it is never attached to both at once.

Take it off a job. Remove from job in a job's Resources menu takes the document off that job and nothing more. The document survives, and if that job was the only thing it was attached to, it becomes visible to the whole workspace. To remove the document itself, open it and use Delete document.

Delete it from an application. Delete in an application's Resources menu is different: it deletes the document, not just the link.

Archive. Archive document in the document's own menu hides it from everyone — an archived document can no longer be opened or found by its address, its lists, or search. It is not gone. The archive icon in a team's Documents toolbar opens Archived documents, which lists the archived documents in the workspace that you are allowed to restore, newest first, and Restore puts one back exactly where it was, comments included. Past 200 the page says so and stops — older documents are not listed.

Delete. Delete document removes it, and its comments, for everyone in the workspace. It cannot be restored.

Document templates#

A template is a document that starts pre-written. Pick one instead of Blank when you create a document, and its icon, colour, and body are copied in. The new document is titled Untitled document — the template's name names the template, not the documents made from it. It is a snapshot, so editing the template later does not touch documents already made from it.

Where they live. Workspace templates are in Settings → Features → Documents, and they can be used for any team. Team templates are in that team's own Templates page and are offered only when the document belongs to that team.

Who can make them. Workspace templates follow the Manage templates workspace policy, and team templates follow that team's Template management policy. Both allow every member by default, and both can be narrowed in settings. Guests cannot manage templates in either scope.

Managing one. The overflow menu on a template row offers Edit, Duplicate, Archive or Restore, and Delete permanently. Inside a template's own editor the ··· menu carries Duplicate and Delete permanently. Archiving hides a template from the picker without deleting it — use the filter above the list to switch to archived templates and restore them. Deleting does not require archiving first, and asks you to retype the template's name because it cannot be undone.

Not available yet#

• Version history. Earlier versions of a document cannot be opened or restored.
• Following a document. There is no way to subscribe to one, because there is nothing yet that would notify you — no document activity reaches your Attia inbox, and there is no email or Slack delivery. Check the documents you care about directly.
• Images and file attachments. A document holds text, links, tables, and code — not uploaded files. Attach a file to the application instead.
• Restoring a deleted document. Archived ones can be restored; deleted ones cannot.
• Writing together in real time. Only one person's changes can be saved at a time.