Creating a Nifty Doc
1. Select the Docs Tab: In your project header, click on the "New Doc" button to create a new 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.
Generating an AI Document
1. Start the Process:
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.
Adding Collaborators into Nifty Doc
1. Invite Collaborators: Add collaborators and set their permission levels for the document.
Sharing a Nifty Doc
Download: Export the document as a .pdf or .docx file.
Copy and Share: Copy the document to your clipboard as a read-only link and paste it wherever needed.
Creating Tasks from a Nifty Doc
1. Create Checkbox Tasks: Add checkbox tasks to organize action steps within the document.
2. Convert to Tasks: Hover over a checkbox task to create a task. Select the appropriate Status for the task.
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.
