Documents
Documents is FlippingKoin's internal knowledge base. Create rich-text documents for SOPs, project briefs, meeting notes, client onboarding guides, or any persistent internal content. Every document lives under a project or client, keeping your team's knowledge organized by context.
Documents support sub-pages (a parent document with nested pages), folder grouping, per-document access controls, star for quick access, and AI-assisted writing through the SmartEditor.
Step-by-step
- 1Open Documents
Click Documents in the sidebar. The page shows all documents you have access to. Use the filter strip at the top to jump between All, Starred, or a specific folder. A Recently Opened strip at the top of the All view shows your six most recently visited documents.
- 2Create a document
Click New Document. Choose the project it belongs to, give it a title, and optionally place it in a folder. Set view and edit permissions — Admin Only, Team, or Specific Emails — then save. The document opens immediately in the editor.
- 3Write and format content
The SmartEditor supports rich text with headings, lists, tables, images, code blocks, and embeds. Drag images in to upload to S3 and embed inline. Use the / command menu to insert blocks. The AI writing assistant is available in the toolbar — highlight text and ask it to rewrite, expand, summarise, or translate.
- 4Add sub-pages
From inside a document, click Add Page in the left sidebar. Sub-pages inherit the parent document's access permissions and appear nested under it in the sidebar. Use sub-pages to break long documents into sections — each section has its own URL and editor.
- 5Star a document for quick access
Click the star icon on any document card or use the Star button in the document sidebar. Starred documents appear when you select the Starred filter on the Documents list, and they sort to the top of the All view.
- 6Organise into folders
Admins can create folders from the Documents list (+ New Folder button in the filter strip). When creating or editing a document, pick a folder from the Folder dropdown. Filter to a folder by clicking its pill in the filter strip.
- 7Switch between grid and table view
Use the view toggle in the top-right of the Documents list to switch between card grid and a compact table. The table shows Title, Folder, Project/Client, Last Edited, and Author at a glance — useful for large document libraries.
- 8Export as PDF
Inside any document, click Download as PDF in the top bar. The current content is rendered to PDF and downloaded — useful for sharing a snapshot with clients who don't have app access.
Use Starred + the Recently Opened strip together — star documents you reference often, and rely on Recent for documents you just worked on. Folders are company-wide, not project-scoped — a folder can hold documents from different projects. Use them for cross-project categorisation like 'Templates' or 'Legal'. The 'Specific Emails' permission lets you invite individual team members to a document without changing project membership. SmartEditor auto-saves continuously — there's no manual save button. The Last Edited timestamp updates on every change. Sort options (Recently Updated, Alphabetical, Recently Opened, Starred First) are sticky per session — set them once and the list stays organised the way you prefer.
Access groups → `documentView` lets members see and open documents they have permission to; `documentAdd` lets them create new documents; `documentEdit` lets them edit existing documents. Only admins can create, rename, or delete folders. Deleting a folder unlinks all documents in it (they become unfoldered) rather than deleting the documents themselves. Sub-documents cannot be deleted independently of their parent — delete the parent document to remove the entire tree.