Docs Module

In this section

• Docs OverviewDocs is the workspace's document editor: quotes, proposals, contracts, handbooks and internal pages, written in a rich editor, filed in folders, versioned on every save,…
• The EditorA document opens in Preview. Press Edit to change it, and Save (or Ctrl+S) to keep what you changed. Every save is a new version, so saving often costs nothing and loses…
• FoldersFolders organise documents in the Explorer, and they carry access rules: restrict a folder and every document inside it is restricted the same way, unless a document has…
• Versions and HistoryEvery Save keeps a copy of what the document looked like before it. History lists those copies, lets you read any of them, and puts one back with Restore.
• Templates and VariablesA template is a document with variables in it — placeholders such as {Clients.Name} or {Quotes.Total} that fill in from rows of your tables. Generate turns a template…
• Publishing and SharingPublish puts a document at a public link that anyone can open without signing in. Unpublish takes it back. There is no in-between: a published document is public, and who…
• PermissionsWho can open and change a document is decided in two layers. The workspace role decides what someone may do with Docs in general. A document's or folder's own access list…
• SignaturesA document with signature boxes can be sent to one or more people for an electronic signature. Each signer gets an email with a personal link, signs in the browser…
• ExportThere are two ways a document leaves Praxsuite as a file, and they produce different results. The portal's Export as PDF prints the document as you see it. The export…
• Automations, AI and the APIDocuments can be created, generated, searched, published, exported and sent for signature without opening the portal — from automations, from the workspace's AI agents,…
• Docs in Table CellsA Document column puts documents on table rows: the signed contract on a customer, the quote on a deal, the certificate on a participant. The cell holds a link to the…