Documents

A Document is your collection of related DataTabs. It is defined by a layout.

You can find the document id in the URL of the document (starting with doc_) or you can copy it via "Copy Document Id" in the document menu.

To create a document, click "New Document" in the sidebar.

If the layout is defined as instanced, multiple documents can have the same layout. This is useful, if you want to declare a type like 'Customer', and then create multiple documents to store information about your customers with the same customer layout, that if updated updates for all of them.

You can pin a document to the homepage for quick access. If a document is already pinned the current pinned document gets unpinned.