Documentation workspace

Create, organize, and share Plans, SOPs, Trainings, and Reports in a structured editor.

Shared mechanics (applies to all document types)

Each document type has a list page with filters like status, type (where available), scope, and search, plus pagination.
In the editor, you’ll typically see tabs like Preview, Compose, Share, and (when enabled) Exports.
Documents follow a lifecycle: Draft → Published → optional Published to portal → Archived.
Usage limits may apply depending on your plan; you’ll see usage meters/caps in the UI.

Function: a plan is the document you use to drive execution (initiative, rollout, change program).

Tabs: Preview, Compose, Share, and (when enabled) Exports.
Scope: plans can be Org-wide or scoped (Department/Team/Tool), and the scope is shown in the editor.
Publish / Archive: publish changes the status badge to Published; archive moves it to Archived.
Publish to portal (optional): toggle on, choose visibility: Internal or Restricted (OTP). Restricted (OTP) requires selecting at least one Evidence Pack. You can also set Featured and select pack(s).
Share links: create Internal or External share links. External links require an email + expiration (1 day / 7 days / 30 days / custom). Links can be listed and revoked from Share.
Exports (when enabled): export formats include PPTX, PDF, and DOCX.

Function: an SOP is a repeatable procedure/runbook (how to do something consistently).

Tabs: Preview, Compose, Share, and (when enabled) Exports.
Scope: SOPs support Org-wide vs scoped targeting (Department/Team/Tool).
Publish / Archive: publish sets status to Published; archive sets status to Archived.
Publish to portal (optional): toggle on, choose visibility Internal or Restricted (OTP). Restricted (OTP) requires at least one Evidence Pack, and you can also set Featured and select pack(s).
Share links: Internal or External (email + expiration presets + custom).
Exports (when enabled): PPTX, PDF, DOCX.

Function: a training is enablement/compliance content you can assign and track.

Tabs: Preview, Compose, Share, Assignments, and (when enabled) Exports.
Scope: trainings support Org-wide vs scoped targeting (Department/Team/Tool).
Assignments: create assignments with an optional title + due date, and targets like Org / departments / teams / tools.
Publish / Archive: publish sets status to Published; archive sets status to Archived.
Publish to portal (optional): Internal vs Restricted (OTP) with the same Evidence Pack requirement for Restricted.
Share links: Internal or External (email + expiration presets + custom).
Exports (when enabled): PPTX, PDF, DOCX.

Function: a report is a snapshot and analysis document for stakeholders (what changed, what it means, what to do next).

Tabs: Preview, Compose, Share, and (when enabled) Exports.
Scope: reports support Org-wide vs scoped targeting (Department/Team/Tool).
Publish / Archive: publish sets status to Published; archive sets status to Archived.
Publish to portal (optional): Internal vs Restricted (OTP). Restricted (OTP) requires selecting Evidence Pack(s).
Share links: Internal or External (email + expiration presets + custom).
Exports (when enabled): PPTX, PDF, DOCX.