Documents

Overview

The document feature in Quire provides a flexible space for adding various types of notes to your project. Use this tab to capture meeting notes, record important details, and much more.

You can also create multiple document tabs within a single project, making it easy to organize and manage different types of information effectively.

Create a document

The document feature allows you to create tabs in various areas, including projects, organizations, folders, smart folders, My Tasks, and even on a member’s profile page.

To create a new document tab, navigate to the desired location, such as a project. Then, click the + icon at the top and select Add document.

Name your document and optionally customize its icon and color. Then, set permissions to determine who can view this document tab. There are different kinds of permissions you can choose from: all members of the project, project admins only, select members, a specific External Team or keeping it private to yourself.

Begin writing down ideas for your project or recording notes for your weekly meetings in the newly created document tab.

Highlight any text in your document to access a menu of formatting options. These options allow you to style your text, such as changing its color, adding hyperlinks, and more.

Note: To access the document’s activity log, click the detail panel icon located on the right-hand side of the document or press SPACE for quick access.

Use slash commands

Using the slash command / opens a menu of various commands you can include in your document. These options range from different heading styles and tables to checklists, mentions of team members, or references to tasks within your project.

As you type after the slash command /, the menu options will filter based on your input. You can navigate through the narrowed down list using the up and down arrow keys.

Enter full width mode

Within each document, you can click the expand icon located on the right-hand side to switch to full-width mode, allowing you to view more text at once.

Follow a document

Stay informed about updates to a document by following it. This allows you to receive notifications whenever changes are made.

To follow a document, click the detail panel icon located on the right-hand side of the document. And select the eye icon at the top of the panel.

Note: You can also add team members as followers of the document by entering their name or email address.

Edit document name and its URL

To rename a document, right-click on its name and select Edit Details from the menu.

You can also copy the URL linked to a specific document and share it with your team members. Clicking the link will navigate them directly to the document.

Tip: To reference a specific document within a task description, comment, or another document, use the format #:document_id. To reference a document from a different project, use #{project_id:document_id}. Clicking on the reference link will take you directly to the referenced document.

Pin or unpin a document

To pin a document for easy access, right-click on the document tab and select Pin.

Newly created documents are pinned by default, while documents created by other members are not automatically pinned.

Duplicate a document

To create a new document based on an existing one, you can duplicate it. Simply right-click on the document tab, select Duplicate, assign a new name to the duplicated document, and click Save.

Archive a document

To archive a document, right-click on its tab and select Archive.

Note: Archived documents will be moved to the Archived category in the dropdown menu for easy access.

Delete a document

To delete a document, simply right-click on the document tab and choose Delete.

Note: Deleted documents can be accessed through the More Options menu. You have a limited window of time to restore them before they are permanently removed from the system. Please review carefully before proceeding with deletion.