Playbook App: Documents

Link to this article here: Playbook App - Documents

In this article, we will review how to get your documents into the Playbook app. By adding your documents to the Playbook app, you can quickly edit them while logged into the app.

NOTE: You cannot UPLOAD a document here. That can be done from the Files tab.

1) Go to the Playbook app and click on the Documents tab.

2) Drive has pre-loaded several documents for you to use; however, if you would like to add your own document to this app, click the Add button.

3) A new window will appear and this is where you can add the general information for your document such as the title, description, and the category you would like to organize it into. You can also add a survey to this document by clicking the dropdown under survey. When finished, click on the "Next" button to add content. 

4) On this screen you will be able to directly type your content into the content box. You can also copy your document and paste it directly into the content box. (copy = ctrl+c ; paste = ctrl+v)

5) When finished click Save and New to create another document or Save and Close if you are done. The document will be added to the list of documents and will be in DRAFT. 

To publish your document, click on the three dots in the action column for the document. From here, you can publish your document, add it to more categories, and more.