Open a Document

What does it do?

A document is the content you are crafting.  Need to have two versions of the same script in the same project? Need to create a document for character descriptions? Easily done! Every project can have as many documents as you would like!

In This Article


Open a Document

From the Project Widget

Newly opened documents will appear in tab the right of the tab that is being viewed.

  1. With the desired project open, go to the Project widget
  2. Select the document you would like to open

*Use Cmd/Ctrl when clicking to open documents in tabs quickly. This will load the document in a tab without automatically navigating to it. 


From the Portfolio

  1. Open the portfolio
  2. Select the desired Project
    1. The Project Documents are display to the right
  3. Double-click the desired document OR select the document and then select Open



Add a New Document

  1. Open the Project widget
  2. Select Add Document
  3. Name the document
  4. Select the desired template
    1. As needed, you can make this document private. Collaborators will not see this document in the list or be able to access it. See Make Document Private or Public for details.
  5. Select the desired View for this document (This is simply the default opening view. It can still be viewed in any of the other views at any time.) 
    1. Page
    2. Cards
    3. Mind Map
  6. Select Create


Change a Document's View

  1. Select the view drop-down above the page
  2. Select the desired view
    1. Page
    2. Cards
    3. Mind Map



Change Document's Default View

If you change your mind about the view you would like a document to open in, you can change it through the document's options in the Project widget. 

  1. Open the Project widget
  2. Select the three dots to the right of the document
  3. Select Default view
  4. Select the desired view
    1. Page
    2. Cards
    3. Mind Map