Skip to main content

Documents and Wiki

Documents give each space a living wiki for operating procedures, domain notes, architecture decisions, runbooks, and governance evidence. Pages are organized in a tree, support rich Markdown, and can include files, comments, Mermaid diagrams, editable draw.io diagrams, and embedded polls.

Document pages can also be linked into analyses or used as an analysis cover document when an investigation needs a reviewed narrative alongside supporting assets and reviewer decisions.

Document Tree​

The document tree lets you organize pages by topic. Create top-level pages for major domains or processes, then nest supporting pages underneath them. Tree metadata such as title, parent page, position, and owners can be updated without changing the page content.

Deleted pages are removed from search and navigation. Published pages are indexed for Global Search, so users can find wiki content from the command palette.

Draft and Review Flow​

Each page has a draft separate from its published revision:

  1. Create or edit the page draft.
  2. Submit the draft with a change summary.
  3. A reviewer publishes the page or rejects it with reviewer notes.
  4. Published content becomes the current revision and is indexed for search.

Use this flow for policy pages, operational runbooks, and compliance evidence where changes should be reviewed before they become visible as the current page.

Revisions​

The revision history records published versions of a page. Use revisions to trace what changed, recover previous context, and support audit reviews. Change summaries should explain why a page changed, not just what text was edited.

Comments and Mentions​

Document pages support threaded comments. Use comments to request clarification, assign review follow-ups, or discuss proposed updates without changing the page body. @mentions notify the relevant users and keep page-level decisions close to the content they affect.

Polls​

Embed polls when a page needs an explicit team decision. Polls can be single-choice or multi-choice, can close at a scheduled time or after a maximum number of voters, and can inherit page access or grant direct view, vote, and edit access to users and teams.

Polls are inserted into Markdown with a fenced poll block:

```poll
id: POLL_ID
```

Users with vote access can submit or update their vote while the poll is open. Editors can update poll metadata, close a poll manually, and inspect voter breakdowns when the decision needs an audit trail.

Attachments​

Attach supporting files such as screenshots, exports, spreadsheets, PDFs, and evidence documents to the page. Attachments are scoped to the page and can be downloaded by users with access to the space.

Diagrams​

Documents render Mermaid code blocks and draw.io diagrams.

  • Use Mermaid for lightweight flowcharts, sequence diagrams, and dependency sketches that should stay readable in Markdown.
  • Use draw.io when you need a richer editable diagram with multiple shapes, swimlanes, or exported architecture visuals.

Draw.io diagrams are stored as document attachments, can be updated in place, and render directly inside the document page.

Published document pages are searchable through Global Search. Search indexes the page title, published content, and related metadata. Draft-only changes do not replace the searchable page until the draft is published.