Create a Pactto doc for shared notes

Create a Pactto doc

A Pactto doc is a document that lives on the canvas. Everyone in the room sees each other's typing as it happens. Use it for meeting notes, briefs, scripts, and checklists. You need Can edit access (or be the room owner) to create or edit a doc.

Steps

1. In the toolbar, click Doc, or press D. In a narrow window, Doc is under the Insert (...) button.
2. A new doc named Pactto doc appears in a free spot on the canvas. Pactto zooms to it, selects it, and puts your cursor on the first line.
3. Start typing, or pick a starting point:
   • Under Choose a starting template, pick one of the templates (for example Meeting notes or Creative brief), or Blank.
   • Create with AI: describe the document and let the AI write a first draft.
   • Import a Markdown file: start from a .md file on your computer.

In an empty room you can also click Create doc on the Start your first review card.

Write and format

• Type / to open the block menu: Heading 1, Heading 2, Heading 3, Bulleted list, Numbered list, Checkbox list, Callout, Quote, Code block, Image, Table, Divider, and Date.
• Select text to show the formatting bar, including Link for links.
• Image lets you add one image from your computer to the doc.

Download a doc

Click Download in the doc's title bar and choose Download as: PDF (.pdf), Text (.txt), CSV (.csv), or Markdown (.md). The same menu has Copy as Markdown and View as Markdown. Downloading needs Can edit access.

Move and rename

• To move the doc, drag its title bar.
• To rename it, select it, double-click the title, type a name, and press Enter.

Who can do what

• Can edit and the room owner can create, write in, and download docs.
• Can review and Can view see the doc and its live changes, but cannot edit it.

If something goes wrong

• "Failed to create collaborative document": the doc could not be created. Try again in a moment.
• "AI could not create the document. Please try again.": the AI draft failed. Try again or start from a template.

Good to know

• Pactto docs are included when you export the canvas as PNG or PDF.
• Older docs created before the current editor still open in the room as before.
• The AI assistant can also create a doc for you, for example with a meeting summary.