Share and organize Docs

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Sharing and permissions for Docs

Docs in Dovetail use sharing permissions to control who can see your work. There are no draft or published states. Your doc is only visible to others once you choose to share it. Doc visibility in chat mirrors your sharing permissions. Your work is only surfaced to the people who have access to it, whether that’s just you, a select few, a project team, or your whole workspace. To share a doc with your workspace:

1. Open the Doc
2. Click Share in the top-right corner
3. Update permissions to share with specific people, groups, or your whole workspace

To keep a doc private while you work, leave the permissions as-is. Workspace docs are private by default until you choose to share them. For project docs, review the project’s permissions for anything you are not ready to share.

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Present your docs

Once you have a few docs to present to your stakeholders, you can use presentation mode.

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Open Present Mode

1. Navigate to the Doc you want to present.
2. Click the ⋯ (More actions) menu in the top-right corner.
3. Select Present.

A new browser tab will open with your Doc displayed in full-screen presentation mode, ready to share with your audience.

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Share docs with those outside the workspace

You can share your Docs with those outside Dovetail by enabling public access to your project. Learn more about enabling public access to project docs →

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Move or copy a Doc

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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Send doc to Jira and/or Linear

You can send your doc to Jira and/or Linear, helping you share Docs directly with product and development teams, keeping the customer voice tied to what you’re building. To send a Doc to Jira / Linear:

1. Open the Doc
2. Click the meatball menu ••• in the top right
3. Choose Send to Jira or Send to Linear
4. Follow the prompts

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Measure impact with doc metrics

Doc metrics help you capture traction and engagement by providing information on who is engaging with your Docs and how. These metrics are captured per-doc.

• To view a Doc’s metrics, open your doc, click the ... menu, and select Metrics.

Currently, doc metrics capture: