Create & Share Documents Together

A built-in document editor for your workspace. Write, collaborate, organize, and share documents with your team — linked to projects and tasks.

Start Creating Documents Explore Features
B I U Saved DOCUMENTS FOLDERS Project Proposal Key Objectives
Unlimited Documents
Rich Text Editor
Project Linked
Team Sharing

Your Team's Knowledge, In One Place

Documents in Pivlu Workspaces give your team a shared writing space that lives right beside your projects and tasks. No need for external tools or scattered files — create, edit, and organize everything from one central hub.

From quick notes to detailed project proposals, the built-in editor handles it all with rich formatting, media embeds, and version tracking.

  • Rich text editor with headings, lists, tables, and formatting
  • Organize documents by project or folder
  • Share documents with specific team members
  • Link documents directly to tasks for context
  • Version history to track changes over time
  • Download and export documents when needed

How It Works

Three simple steps from blank page to shared knowledge

1

Create Document

Start a new document from scratch or choose a template. Give it a title and assign it to a project.

2

Write & Format

Use the rich text editor to write content with headings, lists, code blocks, images, and tables.

3

Share With Team

Control who can view or edit the document. Share it with your team and collaborate in real time.

A Powerful Editor, Built In

Everything you need to write professional documents without leaving your workspace.

Rich Text Editor

Format your content with headings, bold, italic, lists, tables, blockquotes, and more. A familiar editing experience for everyone on your team.

Code Blocks

Embed syntax-highlighted code snippets directly in your documents. Perfect for technical documentation, API guides, and developer notes.

Media Embedding

Add images, attach files, and embed links directly within your documents. Keep all related assets together in one place.

Templates

Start from pre-built document templates for meeting notes, project plans, SOPs, and more. Save time and maintain consistency across your team.

Full-Screen Mode

Switch to a distraction-free writing mode that hides the sidebar and navigation. Focus entirely on your content when you need to.

Auto-Save

Your work is saved automatically as you type. Never worry about losing changes — every edit is captured and preserved in real time.

Keep Everything Organized

Find any document instantly with projects, folders, search, and pinned quick access.

Project Documents
  • Linked to workspace projects
  • Project-scoped browsing
  • Shared project context
  • Task references
Folders & Categories
  • Organize by topic
  • Nested folder structure
  • Color-coded folders
  • Drag-and-drop sorting
Search
  • Full-text search
  • Search across all docs
  • Filter by project
  • Instant results
Pinned Documents
  • Quick access to key docs
  • Pin to workspace sidebar
  • Personal pin list
  • Always one click away

Built for Team Collaboration

Share, comment, track changes, and mention teammates — all within the document.

Team Sharing

Control who can view and edit each document. Share with specific team members or make it available to the entire workspace with granular permission levels.

Comments & Feedback

Leave inline comments on specific sections of a document. Discuss ideas, suggest edits, and resolve feedback threads without leaving the page.

Version History

Every change is tracked automatically. Browse previous versions, see who made edits, and restore any earlier version of the document with one click.

Mentions

Tag team members directly inside your documents using @mentions. They receive a notification and can jump straight to the relevant section.

Frequently Asked Questions

Common questions about Documents in Pivlu Workspaces.

No. You can create unlimited documents within your workspace. There are no caps on the number of documents, folders, or projects you can organize them under.

Yes. Documents can be linked directly to tasks within the same project. When you open a task, you can see all related documents and jump straight to them. This keeps your project context tightly connected.

Every time a document is saved, a version snapshot is created. You can browse the full history of changes, see who made each edit and when, and restore any previous version with a single click. This ensures you never lose important content.

Yes. Each document has sharing controls that let you specify who can view or edit it. You can share with individual team members, share with the entire workspace, or keep a document private to yourself. Permissions can be updated at any time.

Yes. Documents can be downloaded and exported for offline use or sharing outside your workspace. The export preserves your formatting, headings, lists, and other rich text elements.

Yes. Documents is a built-in feature of the Workspaces app. When Workspaces is enabled for your tenant, Documents is available automatically. It shares the same project structure, team members, and permissions as the rest of your workspace.

Start Creating Documents

Write your first document in minutes. Organize by project, share with your team, and keep your knowledge in one place.

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