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Create Insight From Folder Png+ Existing In Indexed Db Mintlif
Docs available in beta for Professional, Business and Enterprise workspaces. Admins can enable this feature for their workspace in Settings.

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Overview

Docs (formerly insights) is our new, improved way for your team to create, manage, and share documents, anywhere in Dovetail. Instead of keeping notes and “insights” scattered across projects, docs gives you a single, flexible place to turn research, feedback, updates, and strategy into shareable, discoverable documents.

Docs live everywhere, including folder or project level — whichever fits your workflow best — so everyone on your team can access, reference, and build on the same information.

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Why we renamed Insights to docs

We renamed insights to docs to better match how you actually use documentation in Dovetail — and to unlock more powerful, flexible workflows.
  • Central workspace feature: Docs now sit alongside other folders and projects. This makes them easier to locate, access, and manage — no more toggling between separate “Insights” and projects.
  • Broader use cases: Docs aren’t just for summarizing research findings. Use them for strategy updates, feedback reports, onboarding guides, briefs, or any kind of documentation your team needs.
  • Stronger collaboration workflows: With docs, you get cross-project referencing, shared visibility, and consistent permissions. That means smoother teamwork and less friction when organizing or reusing content.

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How to create a doc

A new Dovetail experience is coming on March 31, 2026. We’re updating the app’s navigation and structure. You may notice changes, as some features appear in new locations.
You can create a doc as a shareable asset that summarizes key findings and takeaways from data from a project or channel. To help you get started with a first draft, we recommend that you use Docs (beta). Docs lets you generate, structure, and edit insights or reports using AI directly from chat or pre-defined frameworks. Whether you’re drafting a Voice of Customer report, Product requirements document , or Feature request, AI insights helps you create a polished first draft in minutes. Explore chat-driven insights via a custom prompt or predefined template. Enable beta feature today →
To create an doc in a project:
  • Select + and toggle Doc on.
  • Next, select Create AI Doc.
  • From there, choose how you want to create your insight. You can:
    • Ask a question or write a custom prompt in chat (e.g. “Summarize key findings from customer interviews”), with the help of AI docs (beta), or
    • Select a predefined framework like Voice of Customer, Research Report, or PRD.
      Create Insight From Project 1

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Move or copy a doc

Workspace level doc’s do not support fields currently. If you require adding fields to a doc, please move the doc within a project.
To move a doc to another location:
  1. Go to the doc location or open the doc
  2. Click the meatball menu ••• in the top right, and choose Move to
  3. Pick the destination (folder or project)
Permissions will be updated automatically to match the destination. To copy a doc to another location:
  1. Go to the doc location or open the doc
  2. Click the meatball menu ••• in the top right, and choose Copy to
  3. Pick the destination (folder or project)
Use this when you want to reuse templates, structure, or content as a starting point for a new document.

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What this means for your team

With doc, you can:
  • Keep all your important documentation in one place — no more fragmented notes or isolated “insights.”
  • Share knowledge across projects, teams, and channels with a common, discoverable format.
  • Collaborate more smoothly through shared visibility and streamlined permissions.
  • Reuse structure and content by copying or moving Docs as your needs change.
  • If the beta for Docs is enabled then only Project level Docs can be published. Docs made within a Workspace or Folder level cannot be published.