How do I create a document, a spreadsheet or a presentation, or import a file?
In Resources › Content › Documents you press New and pick the kind; Upload a file turns a Word, Excel or PowerPoint file into an editable one.
Where it lives
Resources › Content › Documents
Step by step
- In the side menu open Resources and, under the Content heading, go to Documents.
- Press New and pick what to create: Document, Spreadsheet, Presentation or Page. It starts untitled; you name it from its header.
- To bring in a file you already have, press Upload a file: Word, Excel, PowerPoint, Markdown, CSV, HTML or text, up to 25 MB. It becomes the matching kind.
- To skip the blank page, pick From a template: a letter, a report, a budget with formulas, a deck… Your workspace gets its own copy to edit.
Worth knowing
- Your team edits it together in real time: you see who is there and where each person is working. Live editing depends on the Resources tier.
- Each kind downloads in its own format and as PDF: the document as Word, the spreadsheet as Excel or CSV and the presentation as PowerPoint.
- The kind does not change after you create it: a spreadsheet stays a spreadsheet.
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