<h1>Creating a Document</h1>To create a new document in Assemble, navigate to any of your&nbsp;Phase&nbsp;folders, and then select&nbsp;Add &gt; Document.<img src="https://uploads.productlane.com/3296bbfe6c34d8a17eb402da3e94bca1.png">A new blank&nbsp;Document&nbsp;will open.<img src="https://uploads.productlane.com/4a6a61a03f366eedffa63d736423aa4b.png">Type a name in the&nbsp;Document Title&nbsp;section to give the document a title. The title will be reflected at the top of the document as well.<img src="https://uploads.productlane.com/6493101495ee95add1e15da41933ca03.png">Click&nbsp;Type something here&nbsp;and begin typing to add text into the body of your document.<img src="https://uploads.productlane.com/7d336c2ae922016f5f126d8a796d67c9.png"><h1>Change Text Formatting</h1>To change the formatting of text within your document, highlight the text you would like to format and the&nbsp;Formatting Bar&nbsp;will appear.<img src="https://uploads.productlane.com/330add0898a97759ad2238b040992f95.png">Within this menu you can change:<ul><li>Font Color &amp; Background Color:&nbsp;Click the&nbsp;A&nbsp;button to open the color menu. Scroll down to select a&nbsp;Font Color&nbsp;and&nbsp;Background color.<img src="https://uploads.productlane.com/a9c87e4c5040c5b27458570faa4d84c6.png"></li><li>Header Style:&nbsp;Click&nbsp;Paragraph&nbsp;to change the header style of the text. You can choose from&nbsp;Large Title, Title, Subtitle&nbsp;and&nbsp;Paragraph.<img src="https://uploads.productlane.com/6b5e01b2fcd2e1ae60a8383b7cc010bb.png"></li></ul><ul><li>Bold, Italic, Underline, Strikethrough:&nbsp;Click the&nbsp;Bold, Italic, Underline&nbsp;or&nbsp;Strikethrough&nbsp;icons to apply styling to the text.<img src="https://uploads.productlane.com/20c6a25559a16b4d545c23ed8d489aa5.png"></li></ul><ul><li>Bullet List &amp; Number List:&nbsp;Click the&nbsp;List&nbsp;dropdown to select either a&nbsp;Bullet List&nbsp;or a&nbsp;Number List.<img src="https://uploads.productlane.com/7f7b08507bb94b8e5b6d5b7a48176b99.png"></li></ul>You can also quickly create a bullet list by typing a dash ("-") followed by text and then pressing Enter.&nbsp;<img src="https://uploads.productlane.com/3c4d029353782145f50ff0bf8a61b66b.png">Similarly, you can create a numbered list by typing a number and a dot ("1.") followed by text and then pressing Enter.<h1>Adding Links to Documents</h1>Add links into documents by highlighting the text where you want to add a hyperlink, then select the&nbsp;Link&nbsp;button from the formatting bar.<img src="https://uploads.productlane.com/5b1fdffe61745cae6bcc6f241d30bbd5.png">Next, enter the&nbsp;Link URL.<img src="https://uploads.productlane.com/f75f08194f6ac99a9b6ec7fc959bb84c.png">You can quickly preview the link URL by clicking the&nbsp;Open Link&nbsp;button.<img src="https://uploads.productlane.com/0bc3b94f660ab388e647303494255731.png">When you're done, click the&nbsp;Link&nbsp;icon or press&nbsp;Enter&nbsp;to save. The text will now contain a hyperlink. Clicking the link will open the web page in a new browser tab.<img src="https://uploads.productlane.com/1020c31309b1ae458f1b0b61b9475c3c.png">To edit the link, highlight the hyperlinked text and select the&nbsp;Link&nbsp;button from the formatting bar.<img src="https://uploads.productlane.com/a10753f37adad75f35125c720b5e9d82.png">From here, you can enter a new link URL, or click the&nbsp;Unlink&nbsp;button to remove the hyperlink.<img src="https://uploads.productlane.com/6687591153ac3af022f848fb746d6b21.png"><h1>Adding Images to Documents</h1>To add an image to a document, click on an empty line and select the&nbsp;Image&nbsp;option.<img src="https://uploads.productlane.com/3201a22d977d03c3460b71a09d839671.png">Click to upload or drag and drop images to add them into the document. You can upload one image or an entire gallery.<img src="https://uploads.productlane.com/a1f4324fc3ed1ca2b371784c2f25425a.png"><blockquote>To learn more about adding images to documents, click <a href="https://assemble.productlane.com/docs/documents/add-images-to-a-document" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">here</a>.</blockquote><h1>Adding Tables to Documents</h1>To add a table to a document, click on an empty line and then select the&nbsp;Table&nbsp;icon.<img src="https://uploads.productlane.com/77b9e3e021f79b2ff163d6236b4f4166.png">A new empty table will be created.<img src="https://uploads.productlane.com/6a4474f5d519717c4191416514e85e02.png"><blockquote>To learn more about adding tables to documents, click <a href="https://assemble.productlane.com/docs/documents/add-tables-to-a-document" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">here</a>.</blockquote><h1>Adding a Cover Image to a Document</h1>To add a cover image, hover over the header of your document and select&nbsp;Add Cover Image.<img src="https://uploads.productlane.com/6d6e95950bf4dcaa8e3e7968fb133afe.png">On the next screen, upload an image to the document.<img src="https://uploads.productlane.com/bbdcb4d3ed25fea4f119b1963fa97d32.png">After the upload, you can choose to display the image&nbsp;Full Width&nbsp;or&nbsp;Inline Width.&nbsp;<img src="https://uploads.productlane.com/7adbbdc6e7687a12734fd44865c4dd8a.png">If you don't have an image, you can also select&nbsp;Custom Color&nbsp;to choose a solid colored background.<img src="https://uploads.productlane.com/7a1799770b21e752c0ec27e0a1321cbd.png">Once you're done, click&nbsp;Save&nbsp;to save the cover image to your document.To remove a cover image, hover the header and select&nbsp;Change Cover.<img src="https://uploads.productlane.com/e9cf9f7d9ddb74930e7eec5dbe0fd5d7.png">Inside the menu, click&nbsp;Remove Cover.<img src="https://uploads.productlane.com/ac6b98aacdceee136057c0280adeb6af.png"><h1>Adding Widgets to Documents</h1>Widgets are interactive elements that can be added to the header of your document. To add a widget, hover over the header of your document and select&nbsp;Add Widget.<img src="https://uploads.productlane.com/bb047e198effcb6ff13b591604c7d2ae.png">On the next screen, select the&nbsp;Widget&nbsp;you'd like to add to your document.<img src="https://uploads.productlane.com/31a4b897eb22cb856b8659838879101d.png"><blockquote>To learn more about adding widgets, click <a href="https://assemble.productlane.com/docs/documents/add-widgets-to-a-document" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">here</a>.</blockquote><h1>Editing the Document Name</h1>To update the document name, click the&nbsp;Three Dot Menu&nbsp;in the top right of the screen, and then select&nbsp;Edit Document.&nbsp;<img src="https://uploads.productlane.com/ddd8395c7d505ce8d86700b9fde4a670.png">Update the&nbsp;Title&nbsp;to change the document title.<img src="https://uploads.productlane.com/9af6e0aafa4df1cf1703c22bb1d4f663.png"><blockquote>To learn how to change the status of a document, click <a href="https://assemble.productlane.com/docs/documents/changing-the-status-of-a-document" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">here</a>.</blockquote><h1>Deleting a Document</h1>To delete a document, click the&nbsp;Three Dot Menu&nbsp;in the top right of the screen, and select&nbsp;Delete Document.<img src="https://uploads.productlane.com/7fd2489d305dac951a320e5844bb13a5.png">On the confirmation message, select&nbsp;Delete&nbsp;to permanently delete the document.<img src="https://uploads.productlane.com/66ec21b3760507c8b84c3fda2aa0219b.png"><blockquote>To learn how to share a review link of your document, click <a href="https://assemble.productlane.com/docs/documents/share-a-review-link-of-a-document" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">here</a>.</blockquote>

Documents

Learn how to create a collaborative document within Assemble.

Create a Document

Quickstart Videos

Get Started

Create a Workspace

Inviting Teammates to your Workspace

Custom Branding your Workspace

Teammates vs. Guests

Create and Manage Account Admins

Admin View

Delete a Workspace

Workspaces

Start a New project

Project Dashboard

Organize Projects with Project Folders

Search Projects

Invite Users to Projects

Remove Users from Projects

Change Project Details

Archive a Project

Delete a Project

Projects

How to Build a Calendar

How to Add Tasks to Your Project

Attaching Files to Tasks

Bulk Drag & Drop to Shift your Calendar

Switching Between Month View & Timeline View

Sharing Review Links

Filtering Global Calendar and Tasks

How to Add Emoji Milestones

Locking the Calendar

Tracking Changes to the Calendar

Sync Google, Apple or Outlook

Using the Global Calendar

Using the Global Task List

Calendars & Tasks

Add Images to a Document

Add Tables to a Document

Add Widgets to a Document

Leaving Feedback on Documents

Changing the Status of a Document

Create a New Version of a Document

Share a Review Link of a Document

Download a PDF Export a Document

Types of Files in Assemble

Upload Assets

Create Galleries

Add Bookmark Links

Use Submissions to Manage Approvals

Adding Phases to your Project

Create Subfolders

Search for Files

Add a Thumbnail to a File

Upload New Versions of Assets

Download Files & Permissions

Change a File Name

Inviting Teammates to your Files

Share a Review Link of a File

Share a Review Link of a Folder

File Upload Recommendations

Delete a File

Files

Leaving Feedback on Files

Add Markups to Files

Change the Status of a File

Sort Comments on Files

Mark Comments as Complete

Feedback & Approval

Using Teams to Manage User Permissions

Moving a User to a Different Team

Creating Teams

Grant a Team Access to Phases and Folders

Creating Private Feedback Threads on Files & Documents

Sharing Feedback Between Private Feedback Threads

Creating Private Tasks

User Permissions

Project Templates

Types of Templates in Assemble

Document Templates

Publish Templates Publicly

Templates

How In-App Notifications Work

Managing Email Notifications

Notifications

Syncing with Google Calendar

Syncing with Apple Calendar

Syncing with Microsoft Outlook

Integrating your Workspace with Slack

Integrations

Updating Profile and Account Settings

Deleting Your Personal Account

Privacy & Personal Data

Understanding Assemble's Pricing Plans

How to Manage My Subscription

How to Manage Seats on My Account

How to Upgrade or Downgrade My Storage

How to Update My Payment Method

How to Cancel My Subscription

Subscription Management

Docs

Assemble