Managing Documents

Create, organize, delete, and share your Craft documents across platforms.

Documents are the foundation of your work in Craft. This guide covers the essential operations for managing your documents.

Creating Documents

macOS

You have multiple ways to create a new document:

• Click the New Document icon at the top center of the window

• Click the New Document icon in the left sidebar

• Use the keyboard shortcut ⌘ (Command) + N

  

iOS

Create a new document in these ways:

• Tap the New Document icon at the top of the screen

• Select the + icon in the center of the bottom toolbar

• With an external keyboard, press ⌘ (Command) + N

  

Deleting Documents

macOS

From the sidebar:

Right-click on the document and select Delete, or select the document and press the Delete key.

From within a document:

Click the info icon in the left sidebar and select Delete.

iOS

From the document list:

Swipe left or right on the document and tap Delete.

From within a document:

Open the document details and tap Delete.

Deleted documents move to the Recently Deleted folder where they can be restored for 30 days before permanent deletion.

Starring Documents

Mark important documents with a star to quickly access them later from the Starred folder.

macOS

Right-click on a document and select Star from the context menu. Starred documents appear in the Starred folder in your sidebar.

iOS

Swipe left or right on a document and tap Star. Find all starred documents in the Starred folder.

Sharing Documents

macOS

Open a document and click the Share button in the top right corner.

Choose your sharing permissions:

• Only collaborators – Restrict access to invited members
• Anyone with the link can view – Allow viewing without editing
• Anyone with the link can edit – Enable collaborative editing

You can also Publish, Export, or Transfer documents from the same menu.

iOS

Open a document and tap the share icon (page with arrow) in the top right corner.

Tap the Comments tab to set collaboration restrictions. Use Advanced Options to configure settings like displaying the document author.

The iOS version currently only supports comment-only sharing. Full view/edit permissions are available on macOS and Web app.

Table of Contents

Every document automatically generates a Table of Contents based on your headings.

macOS

The Table of Contents appears in the left sidebar. Click the Sidebar Toggle in the top left to switch between:

• Document view – Shows the current document’s table of contents
• Folder view – Shows your space’s folder structure

You can swipe horizontally to switch between these views.

Organize with Folders

Collaborate with Sharing