Docs

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Overview

Docs are where your team creates, manages, and shares documents in Dovetail. Use them to turn research, feedback, updates, and strategy into documents other people can find and build on. A doc can live at workspace level, in a folder, or inside a project, so it sits wherever the work does. Docs are not limited to research findings — use them for strategy updates, feedback reports, onboarding guides, and briefs.

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Format, style, and structure your doc

Ease stakeholders through your findings by polishing how text and data is displayed in your doc. In a doc, type / within the editor to see all blocks for formatting and structure options that you can drag and drop with ⋮⋮ anywhere on your page. Learn how to edit and format your doc → Formatting options include

• Headings and text styling →
• Add cards, layouts and dividers →
• Add a table of contents →
• Add, modify, and remove tables →
• Toggle sections →
• Code block →

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Add a cover image to your doc

Doc cover photos give you a quick way to make your doc more visual with a banner. You can upload your own image as a cover photo or search for one from thousands of free photos using our Unsplash integration.

1. To do this, click the ... menu
2. Click Update cover and select your image
3. Once selected, it will be automatically applied and saved to your doc

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@ mention objects

You can @ mention objects directly inside any doc to create inline links to other content in your workspace. To mention an object:

1. Type @ anywhere in the doc editor
2. Search for the object you want to reference
3. Select it from the results to insert it inline

Mentions support the following object types: channels, data points, docs, projects, and folders. Clicking a mention opens the linked object directly in Dovetail.

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Add captions to images

You can add a caption to any image in a doc to provide context or label your visuals. To add a caption:

1. Insert or select an image in your doc
2. Click below the image to add a caption
3. Type your caption text

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Version history

You’ll need can edit access to view version history.

1. Click the ... menu in the top right corner of the doc
2. Select Version history

From here, you can:

• View all previous versions of the page
• Open a version to see how the page looked at that point in time

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Restore a previous version

1. Open the version you want to restore
2. Click Restore this version

The restored version becomes the current version.

• Previous versions remain in the history
• The restored version is added as the current one

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Make a copy of a previous version

1. Open the version you want to copy
2. Click Make a copy

A new doc is created:

• In the same location as the original
• With the same permissions

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