Skip to main content
Create Insight From Folder Png+ Existing In Indexed Db Mintlif

​
Publish and present your docs

Publishing your doc is the last step in creating your doc. When published, the doc will become read-only and will display in presentation mode.
  • To publish your doc, select Publish in the top right corner of your doc page.
Only published doc are viewable by guests when web link access to your project’s docs are enabled. 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.

​
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 →

​
Edit a published doc

Published docs are read-only by default. To make changes, you’ll need Can edit access, then click the Edit icon in the top-right corner.
Helpcentre1 Gettingstartedwith AI Insights

​
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.

​
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

​
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:
MetricDescription
Reached audienceNumber of unique accounts that have seen the insight
Insight discoveryWhere users discovered the insight
Audience roleWho is accessing the insight
Audience accessWhat level of access in Dovetail
Engagement ratioPercentage of unique accounts who opened content in the insight
Full page readPercentage of unique users who scrolled to the bottom of the insight
Most popularNumber of unique users who clicked through a link within an insight
For privacy reasons, metrics are only tracked for logged in users. Insights shared using a public access link will not have it’s metrics tracked.