Available on Professional and Enterprise plans. Managers and Contributors can create and edit Docs (formerly insights). Users with view-only access can view and comment on Docs.
Overview
In Dovetail, a Doc is a specific object type for summarizing and sharing your research findings in a simple format, directly connected to your raw data. With docs, you can craft a narrative using editing and formatting tools, alongside highlight reels, as a compelling way to present your data to stakeholders.Create a Doc
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 on a first draft, we recommend using a Doc. 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 on a first draft, we recommend using a Doc. Docs lets you generate, structure, and edit docs 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, Docs helps you create a polished first draft in minutes.- From a Project
- From a Channel
- From a Folder
To create a Doc in a project:
- Select
+and toggleDocon. - Next, select
Create a doc. - From there, choose how you want to create your doc. You can:
- Ask a question or write a custom prompt in chat (e.g. “Summarize key findings from customer interviews”), with the help of Docs or
- Select a predefined framework like Voice of Customer, Research Report, or PRD.
If you prefer to add data to a doc while manually analyzing your data, another way to create a doc from your project’s Highlightspage by selecting your highlights, clickingAdd to doc, then enter a title for a new blank doc.
Add data to your Doc
Add data to a Doc from across your Dovetail workspace using the reference picker.- To do this, open your Doc and type
/within the editor to see all available options. - Using this menu, select
References. You can search for and filter content by object type (highlights, tags, notes, etc.) to select/drag and drop these directly into your doc. - From there, you can customize how the highlight is presented by toggling on or off the content you want to display.
By default, references won’t show project name and creator information. Dovetail will remember your preferences for each subsequent reference that is added.
Create a reel for your Doc
You can create and embed a custom reel that stitches together key highlights created in your project. Learn how to curate and edit a highlight reel in your doc →Generate a summary
Use a Doc summary to quickly create a concise overview of the content in your Doc. Doc summaries automatically analyze and summarize content embedded in the Doc, including:- Reels
- Highlights
- Notes
- Documents
- Text content
Create a Summary
- Open a Doc that contains embedded content.
- In the editor, type / to open the command menu.
- Select Summarize.
Generate summary of survey results
When importing survey data into a project, Dovetail automatically creates a doc of the results. In this doc, you will see a breakdown of each question’s results. If your original survey includes single or multi-select data types, you will also have the option to visualize each summary as a chart.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 →
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.- To do this, click
Update coverand select your image. Once selected, it will be automatically applied and saved to your doc.
Present your Docs
Use Present Mode to showcase your findings during team meetings, stakeholder reviews, or presentations. Before presenting, consider who your audience is and focus on the insights that are most relevant to them.Open Present Mode
- Navigate to the Doc you want to present.
- Click the ⋯ (More actions) menu in the top-right corner.
- Select Present.
Share docs with those outside the workspace
You can share your docs with those outside Dovetail by enabling Web links to your project. Learn more about enabling public access to project docs→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:- Navigate to the Doc
- Click the ⋯ (More actions) menu in the top-right corner
- Click on Metrics
| Metric | Description |
|---|---|
| Reached audience | Number of unique accounts that have seen the doc |
| Doc discovery | Where users discovered the doc |
| Audience role | Who is accessing the doc |
| Audience access | What level of access in Dovetail |
| Engagement ratio | Percentage of unique accounts who opened content in the doc |
| Full page read | Percentage of unique users who scrolled to the bottom of the doc |
| Most popular | Number of unique users who clicked through a link within a doc |
Update references in a Doc
When you add project data to a Doc—such as notes, highlights, tags, or other Docs—a snapshot of that content is created at the time it is added. This means the referenced content in the Doc will not automatically change if the original object is later edited or deleted. To update a referenced item to reflect the latest version of the original content:- Ensure you have Manager or Contributor access and Can edit permissions for the project.
- Open the Doc containing the reference.
- Hover over the reference you want to update.
- Click Update reference (↻).
Update All References
To update multiple references at once:- Open the Doc.
- Click the ••• (More actions) menu in the top-right corner.
- Select Update all.