Documents
All internal scripts and campaign documents in one place.
The Documents section contains all internal scripts and team documents.
List columns
- Document name.
- Type (script, brief doc, research, etc.).
- Associated client.
- Creation date and last edited date.
Available actions
- New Document: opens a modal to create a new document. Fields: Title (document name) and Link to brief (optional), which lets you link it to an existing brief or leave it as "None (standalone)".
- Search: search by name or content.
- Action icons: edit, duplicate, delete.
If a document is associated with a client, you will see a warning before sharing it externally. Make sure the content is appropriate to share.