How to Create a Document

Learn how to create a collaborative document within Assemble.

Creating a Document

To create a new document in Assemble, navigate to any of your Phase folders, and then select Add > Document.

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A new blank Document will open.

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Type a name in the Document Title section to give the document a title. The title will be reflected at the top of the document as well.

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Click Type something here and begin typing to add text into the body of your document.

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Change Text Formatting

To change the formatting of text within your document, highlight the text you would like to format and the Formatting Bar will appear.

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Within this menu you can change:

  • Font Color & Background Color: Click the button to open the color menu. Scroll down to select a Font Color and Background color.

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  • Header Style: Click Paragraph to change the header style of the text. You can choose from Large Title, Title, Subtitle and Paragraph.

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  • Bold, Italic, Underline, Strikethrough: Click the Bold, Italic, Underline or Strikethrough icons to apply styling to the text.

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  • Bullet List & Number List: Click the List dropdown to select either a Bullet List or a Number List.

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You can also quickly create a bullet list by typing a dash ("-") followed by text and then pressing Enter.

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Similarly, you can create a numbered list by typing a number and a dot ("1.") followed by text and then pressing Enter.

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Adding Links to Documents

Add links into documents by highlighting the text where you want to add a hyperlink, then select the Link button from the formatting bar.

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Next, enter the Link URL.

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You can quickly preview the link URL by clicking the Open Link button.

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When you're done, click the Link icon or press Enter to save. The text will now contain a hyperlink. Clicking the link will open the web page in a new browser tab.

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To edit the link, highlight the hyperlinked text and select the Link button from the formatting bar.

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From here, you can enter a new link URL, or click the Unlink button to remove the hyperlink.

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Adding Tables to Documents

To add a table to a document, click on an empty line and then select the Table icon.

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A new empty table will be created.

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To learn more about adding tables to documents, click here.

Adding a Cover Image to a Document

To add a cover image, hover over the header of your document and select Add Cover Image.

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On the next screen, upload an image to the document.

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After the upload, you can choose to display the image Full Width or Inline Width

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If you don't have an image, you can also select Custom Color to choose a solid colored background.

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Once you're done, click Save to save the cover image to your document.

To remove a cover image, hover the header and select Change Cover.

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Inside the menu, click Remove Cover.

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Adding Widgets to Documents

Widgets are interactive elements that can be added to the header of your document. To add a widget, hover over the header of your document and select Add Widget.

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On the next screen, select the Widget you'd like to add to your document.

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To learn more about adding widgets, click here.

Editing the Document Name & Thumbnail

To update the document name, click the Three Dot Menu in the top right of the screen, and then select Edit Document

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Update the Title to change the document title.

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You can also upload a custom thumbnail by clicking Upload Photo

To learn how to change the status of a document, click here.

Deleting a Document

To delete a document, click the Three Dot Menu in the top right of the screen, and select Delete Document.

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On the confirmation message, select Delete to permanently delete the document.

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To learn how to share a review link of your document, click here.