Creating a Nifty Doc

Select the docs tool in the Nifty task bar in your project and click on the "Create a new Doc" button to start a new document.

Next, invite people to your document and choose their level of interaction they can have with the document.

Users who are not invited to your document will not see it in their document list in their Docs tool.

Across the top of the document is the text styling bar. This header is sticky and will travel with you as you scroll down the document. Note that images can be uploaded with the Image tool or dropped into the doc directly.

Sharing a Nifty Doc

Other than directly inviting users, this document can be shared two ways.

First, you can download your doc as a .pdf or .docx file.

Secondly, you can copy the document to your clipboard as a read-only and paste it anywhere you'd like!

Creating a Google Doc, Sheet, or Slide

In order to create a G-suite document, you'll need to authorize your Google account through Nifty. If you logged into Nifty using Google SSO, this step will already be complete.

Once logged in, you'll be able to create and access these Google tools from inside your Nifty project as well as your account's GDrive. Other members of your Workspace will not be able to access your GDrive.

Importing a document from GDrive or Office365

You can import a preexisting Google Doc, Sheet, or Slide via your GDrive integration, or a synced Word Doc, Excel, or Powerpoint via your Office365 integration. Note that Microsoft documents cannot be edited through Nifty and those edits must take place in your Office solution per Microsoft's policy.

Use the option menu to select the desired import. If you're leveraging either the Google or Microsoft SSO, your respective cloud storage will already be integrated.

Select the file(s) that you wish to import into the project.

Creating a Doc from Discussions

Documents can be created directly in a discussion by selecting the "+" button in the bottom left of you chatbar. You can choose to create either a Nifty or Google Doc through this feature!

Creating a document in a discussion automatically allows everyone that discussion to view the document. In order for them to edit the document, you must change their permissions in the document.

You and your team can view this document in the discussion or through the Docs tool.

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