Documents

Convictional's documents feature gives your team a shared space to write, collaborate, and publish, with real-time co-editing, inline comments, and flexible sharing controls built in.

Creating a new document

To create a new document, navigate to the Documents section and click New document. Your document will start as a private draft with an "Untitled draft" title. You can begin editing immediately. Just give it a title and start writing.

Documents support rich text formatting including headings, lists, bold, italic, tables, and links.

Inviting people to collaborate

Any team member who comments on a document, is @mentioned in it, or is added to the group the document belongs to is automatically added as a collaborator. To manually share a draft with someone, you can assign it to them or mention them in a comment.

Collaborators can view and edit the document in real time. While editing, you'll see live presence indicators showing who else is active, and typing indicators showing where they're working.

Sharing a document

Draft documents are private by default. You can change the sharing level at any time:

• Private — only you and collaborators can access it
• Organization — visible to everyone in your organization, but still only editable by collaborators

To change the sharing setting, open the document and use the sharing controls. When you publish a draft, it is automatically shared with your organization.

Adding comments

On published documents, you can add a comment using the comment input at the bottom of the page. Comments support rich text, @mentions, file attachments, and link previews. You can also reply to existing comments to keep conversations threaded. Type @ followed by a teammate's name to mention them — they'll be automatically added as a collaborator and notified. You can also react to any comment with an emoji by hovering over it.

On drafts, you can highlight specific text to leave an inline review comment tied to that passage. Draft comments can be resolved once addressed, and any collaborator can mark a comment as resolved.

Publishing a document

When your draft is ready, click Publish. The document must have a title and content before it can be published. Once published, it becomes visible to your organization and collaborators are notified.

Decisions

Documents can be marked as Decided once a decision has been reached. This marks the document with a decision status and records which comment captured the final decision, making it easy to find the outcome later.

Searching documents

All documents and their comments are indexed and searchable across Convictional's knowledge base, so your team can find past decisions and discussions without digging through files.