Create and organize Knowledgebase documents

Create a document directly in the Knowledgebase and write guides, workflows, or project learnings into it. A clear title makes it easy to find again; the document path determines where it sits in the folder structure.

Prerequisites
  • You're signed in and have selected the organization you want.
  • The Knowledgebase module is available for your organization.

Create a new document

New Document immediately creates a page that starts out untitled. If a document is already open, the new page is created in the same folder; from the home page, it's created at the top level.

  1. Open Knowledgebase and click New Document.
  2. Switch to edit mode via Edit.
  3. Replace the placeholder title with a meaningful name.
  4. Leave the title field to save the change.

Choose a folder via the document path

Below the title in edit mode, you'll find the path. Use slashes to set the folder structure, for example team/onboarding/first-day. Change the path and leave the field. The page moves to the new address. Then check its place in the sidebar. There's no separate folder picker dialog in this flow right now.

Format content with Markdown

Write directly in the editor. Markdown shortcuts turn into formatting as you type.

Heading
Type, for example, ## and a space at the start of a line.
List
Start a line with a hyphen and a space.
Quote
Start a line with > and a space.
Code block
Use three backticks to set code apart.
Mention
Type @ and pick a person from the member search.

Save and check changes

Content changes are saved automatically after a short pause in typing. Wait for the save indicator to finish before leaving the page. Use Done to switch back to reading view. Check headings, lists, and inserted content there.

Delete a document

The trash icon opens a confirmation. Check the selected path carefully: deleting through this UI also removes documents below that path. There's no restore feature in this flow.

Frequently asked questions

Why is my new document called Untitled Document at first?

The page is created immediately with a placeholder name. You set the title and path afterward in edit mode.

Why does an old document link stop working after moving it?

Changing the path changes the document's address. Update links pointing to the previous path.

Does / open a menu with formatting commands?

The current editor doesn't have such a picker built in. Use Markdown shortcuts as you write.

Keep reading

Couldn't find your answer, or still stuck?

Go to support

Last reviewed on 2026-09-26