Documents come in two types. Live documents store rich-text content you write directly in Manager Toolkit using a WYSIWYG editor, ideal for quick notes, specs, and write-ups that should live with your team's work. URL documents are links to resources that live elsewhere (Google Docs, Notion, Confluence, Figma, GitHub, or any other URL).
Adding a Live Document
Live Documents are created and stored inside Manager Toolkit. Use them for notes, guides, reference material, or anything you want to keep close to your work.
Navigate to the Documents page using the sidebar.
Click New Document to open the creation form. The Live Document type is selected by default.
Enter a title for the document.
Use the rich-text editor to write your content. The toolbar gives you access to headings, lists, tables, code blocks, highlights, links, and more.
Optionally select a folder to organise the document. You can move it later if needed.
Switch to the Key Themes tab to tag the document with relevant themes.
Click Create to save the document.
You can minimise the document editor to the tray at the bottom of the screen and continue working elsewhere, then restore it to carry on writing.
Adding a URL Link
URL Links store a reference to an external file. The file stays where it is - Manager Toolkit keeps the link connected to your work.
Navigate to the Documents page using the sidebar.
Click New Document to open the creation form.
Pick the Document Type: Live Document or URL Link. The type cannot be changed after the document is created.
Enter a clear title. For a Live Document, write or paste your content into the rich-text editor. For a URL Link, paste the URL.
Optionally select a folder to organise the document into. You can move it later if needed.
Switch to the Key Themes tab to tag the document with relevant themes. This helps surface it alongside related work.
Click Create to save the document.
Pick Live Document when the content should live with your team's data in Manager Toolkit. Pick URL Link when the canonical version is somewhere else, the URL is treated as opaque, and access is governed by the host service.
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