The Docs section of your project is where collaborative documents are stored. Unlike Files in Nifty, docs are dynamic, meaning the content within them can be changed.
There are two types of documents that you can have within the Nifty docs section:
Nifty Docs - Nifty's native document editing tool complete with AI content generation & version control.
Integrated Docs - An imported Google Suite document or Microsoft Office document. Note that, while Google documents can be edited within Nifty, MS documents must be edited on the MS Office side, with the changes reflecting within Nifty.
Creating a Nifty Doc
There are two ways to create a Nifty Doc:
Blank - Begin your Nifty Doc from a blank document
AI generation - Leverage AI to generate content based on a prompt and fields
Creating a Blank Nifty Doc
1. Select the Docs tab of your project, and in your project header, click on the "+ Create Document" button, then select Nifty Document.
2. Configure Document Details:
Title: Enter the title for your document.
Privacy Level: Select the privacy level for the document.
Templates: Choose a template if available.
Nifty Orbit AI: Optionally, use the Generate Document option in the dropdown to create a document via Nifty Orbit AI.
Press Create to open your new docment.
Generating an AI Document
1. Start the Process:
In the + Create a Document menu, select Generate Document.
Insert a prompt or description of the document you want to create and select Continue.
2. Customize Fields:
Fill out or delete fields as needed.
Add new fields if required, or generate new ones from the same prompt.
3. Preview and Create:
Review the preview of your document.
Change the title if needed.
Select Generate Again for a new document from the same prompt.
Click Create to finalize and create the document as a Nifty doc.
Inside of a Nifty Doc
Document Menu
1. Add a Page
Nifty Docs can contain several pages to create a wiki-style knowledge base. When Add a Page is selected, a new page will appear on the left side.
Pages can be managed, reordered, or deleted within this sidebar on hover.
2. Sync Status
Sync status indicates when you're able to able to edit your document in real time with other collaborators. If not doc is not synced while making changes, your changes will be seen by others when you're next synced.
3. Document Lock
Document Locking is an easy way to control the entire document's editing level across all collaborators. Locking a document ensures that changes cannot be made to the document's content.
A locked document will remove the editing options to emphasize the doc's content without distraction.
4. Export / Import
Export your doc from Nifty, or create a Nifty doc from another doc type.
Export - Export this doc as HTML, .PDF, Image (.PNG), or Markdown
Import - Create content in this doc from HTML or Markdown
5. Version Control
Version control offers a change log for the document to ensure updates to the document can be rolled back if and when necessary. Clicking on the version control icon will show a timestamped list of changes made to this document.
Click on the arrow icon next to a timestamp to preview this version of the document.
You may choose to Revert to this version if you wish to reset the document back to the previous state as previewed.
6. Document Collaborators
View the avatars of the document collaborators. You can click on an avatar to control the editing permissions of that collaborator within the doc.
7. Three-dot Menu
This menu stores key document actions, such as the ability to share the document as a public link, mark as private, save as a template, and more.
8. Favorite
Add this document to the Favorites section of your Nifty side bar menu.
Document Action Bar
Nifty Docs are powerful, collaborative documents loaded with functionality. Below are key features within the doc action bar.
1. AI Commands
Utilize Nifty Orbit's AI commands within a document to maximize your collaborative impact. Documents offer the following AI functionality:
Improve Writing - Rephrase your writing with help of AI
Comment - Convert highlighted text into a comment
Emojify - Add engaging emojis to your writing
Make Longer - Elaborate on wha you've written
Make Shorter - Paraphrase what you've written
Fix Spelling & Grammar - Spellcheck and proofread your writing
Simplify Language - Streamline your writing to make it easier for others to understand
Document AI commands will also appear as an option in the popup menu when text is highlighted within the document.
2. Insert
The insert tool allows you to drop specific content types into the doc. Note that many of the options in the insert menu can be found elsewhere in the top bar menu, with the exception of:
Code - Insert a block of code into this document
Quote - Create a stylized quote block inside the document
Divider - Add a div section within the document
Table of Contents - Add a Table of Contents section inside the doc based on the H1 - H4 sections of the document. Note that H1 - H4 tags automatically create a menu on the left side of the document.
Date - Insert a date picker tool inside the doc
3. Tickboxes
Add tickboxes into your document to create action items and convert them to Nifty tasks.
4. Editing Modes
Documents have three types of modes through which you can interact with it:
Editing - If given permissions, you're able to make changes to this document
View - View the document without editing permissions
Suggestion - Leave feedback within the document without replacing current document content.
Leaving Comments
Commenting highlights specific sections of text within the document and allows for conversational threads to take place. You'll see the option to leave a comment in the popup menu when content is highlighted.
Once a comment is made, an icon will appear to note how many comments exist within that thread.
Click on icon to see the comment thread, and mark comments as resolved when applicable.
Nifty Docs & Tasks
Nifty Docs and Tasks have interoperability to make your content generation and task management workflows seamless.
Adding the Document to a Task
You can add this document to an existing task via the three-dot option menu within the document menu.
Doing so will allow you to view and edit the document from within the task. Additionally, all task assignees will automatically be added to this document.
Creating Tasks from within the Document
When utilizing a To-do list within your document (available via the Insert action or the To-do list option in your doc's action bar), you will have the opportunity to turn action items within the list into standalone tasks.
Once a To-do list item is created, you will see the Add to Tasks option on hover. Select the list & status that the Task should be created in.
Adding Collaborators into Nifty Doc
When Docs are created as Private or converted to Private via the three-dot menu, you can choose who in the project is part of the document. A public doc indicates that all project members automatically have access.
You can use the invite tile next to the collaborator's avatars to invite people to this document.
Publicly Sharing a Nifty Document
In addition to the export options mentioned above, documents can be shared as read-only public links.
Start by accessing the Share as public link share via the three-dot option menu.
Next, you can optionally add a description before selecting Create. Descriptions help differentiate between public links if you choose to share more than one.
Once the link is generated, you will see several options:
Copy: Copy this public link to share it. Note that this document should be previewed in a browser where you are not logged into this workspace if you wish to view the doc as a public link, otherwise it will log you into the document itself.
Edit: Edit the description of this public link.
Revoke: Revoke this public link to remove external viewing access.
Creating a Google Doc, Sheet, or Slide
1. Authorize Google Account: Ensure your Google account is authorized through Nifty. If you logged in using Google SSO, this step is complete.
2. Create and Access: Create and access Google tools from within your Nifty project and your account’s GDrive. Note: Other Workspace members will not access your GDrive.
Importing a document from GDrive or Office365
1. Select Import Option: Use the option menu to choose the desired import from Google or Microsoft SSO integrations.
2. Import Files:
For Google: Import Docs, Sheets, or Slides.
For Microsoft: Import Word, Excel, or PowerPoint files. Note that Microsoft documents must be edited in the Office solution.
3. Choose Files: Select the files you wish to import into the project.
Creating a Doc from Discussions
Create Document: In a discussion, click the "+" button in the bottom left of the text input to create a Nifty or Google Doc.
Permissions: All discussion members can view the document automatically. Change permissions if they need editing access.
Access: View the document in the discussion or in the Docs section.
