Share and organize docs

Documentation Index

Fetch the complete documentation index at: https://docs.dovetail.com/llms.txt

Use this file to discover all available pages before exploring further.

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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. It’s a way to share your docs in a focused, fullscreen experience, with large font sizes and a horizontal carousel where you can move between insights with the arrow keys.

• To do this, open Docs in your project and click Present in the top right corner to open presentation mode.

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Share docs with those outside the workspace

You can share your insights 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 insights 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 insights and how. These metrics are captured per-doc.

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

Currently, doc metrics capture: