Write and format a doc

Write a doc when you need a brief, reference page, or shared draft. Use formatting, tables, and tabs to organize it, and mentions to connect it to people and work.

Before you start

To create a doc, you need the workspace member, admin, or owner role. To create it inside a folder, open the folder and use its New resource button; you need Can edit or Full access on that folder. Editing an existing doc needs Can edit or Full access on the doc.

Create the doc

In the sidebar, select New resource, the plus beside Workspace.
Choose Work, then Docs. Zanbase creates an untitled doc and opens it.
Select the title and type the doc’s name, then type in its body.

Format text and add a table

Select text in the doc to open its formatting toolbar.
Select Bold, Italic, or Underline to apply that style.
On a new line, type / and choose Heading 1 to add a heading.
On another new line, type / and choose Table to insert a table.
Click a table cell and type its contents.

Mention a person or link an item

Type @ followed by the person’s or item’s name in the doc.
Choose the matching name from the suggestions.

The inserted mention refers to that person or workspace item.

Add a tab

Select Tabs in the doc’s header.
Select New tab.
Write in the new tab’s body.
Select a tab’s name in Tabs to switch pages.

Good to know

Each doc tab has its own content and history. History and writing help apply to the tab you have open. A table inside a doc contains its own text; it is not a live view of a workspace table.

For a suggested rewrite, see Write with Zanbase Agent.

Products used

Docs

Write and format a doc

Before you start

Create the doc

Format text and add a table

Mention a person or link an item

Add a tab

Good to know

Products used

Related resources

Review and restore a doc version

Write with Zanbase Agent

Zanbase for agencies