Docs are your flexible, collaborative workspace for capturing insights, drafting reports, documenting processes, or summarizing meetings and analyses. Whether you’re working solo or as a team, docs help you turn knowledge and AI-generated results into structured, shareable content, all within Sana.
What are Docs in Sana?
A doc, is a living, editable document created and stored within Sana Agents. You can create docs from scratch or generate them as part of a workflow, e.g., creating a doc after running a data analysis. Each doc opens in a dedicated canvas, where you can write, format, and collaborate in real time.
Live collaboration: Users can collaboratively edit manually in a doc, with real-time updates.
Edit the doc with Sana: Want to make changes to your doc? Ask the agent for help; or make direct edits yourself.
Rich content: Add text, tables, images, and charts to enhance your doc.
Integrated workflows: Save results from analyses, meeting notes, or brainstorming sessions directly into a doc.
Organized knowledge: Store docs inside folders alongside files, chats, and other resources.
Flexible export: Download docs or export them to Google Docs, Microsoft Word, or PDF.
How to use Docs
Create: Start a new doc from the “create doc” in chat or use “Edit in canvas” under any chat message.
Edit and format: Use the editor in the canvas to structure, format, and enhance your content.
Collaborate: Share docs with others for real-time co-editing, feedback, or review.
Organize: Move docs into folders for easy access and context.
Export: Download or export your doc for external sharing or record-keeping.
Example use cases
Draft project reports, strategy documents, or research summaries.
Capture and refine meeting notes or action lists.
Write internal documentation, onboarding guides, or process manuals.
Store AI-generated insights, analysis summaries, or visualizations.
Collaboratively edit proposals, plans, or checklists with your team.
Permissions
Docs are private by default, but you can easily share and collaborate with your colleagues on docs.
Set Roles: Choose whether each person can view or edit the doc.
Viewer: Can view a doc.
Editor: Can view and edit a doc.
Owner: Can view, edit, delete, and reshare a doc.
Change Permissions Anytime: Adjust who can view or edit your doc at any time from the sharing menu.
Frequently asked questions
Q: Can I share docs with others?
A: Yes, you can invite anyone in your workspace to view or edit your doc, with full control over the permissions.
Q: Can I export docs?
A: Yes, you can download docs as PDF, or export them to Google Docs or Microsoft Word.
Q: Can I add charts, images, or tables?
A: Yes, docs support a variety of rich content types, including visualizations and AI-generated charts.
Q: Are docs automatically saved?
A: Yes, all changes are saved in real time, so you never lose your work.
Q: Can I move docs between folders?
A: Yes, sharing docs is fully flexible and they can be organized in folders in any way you like.
If you have questions or need help, contact [email protected].