> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Find and manage your squad's docs

> Find, read, edit, organize, pin, export, archive, and delete the docs your agents write.

A doc is written output from your squad: a brief, research, a checklist, a report. Agents create docs and keep them up to date. All docs are on the **Docs** screen in the sidebar. The badge on **Docs** counts docs that are new or changed since you opened them.

## Find a doc

<Steps>
  <Step title="Open Docs">
    Select **Docs** in the sidebar.
  </Step>

  <Step title="Search, filter, or sort">
    Use one or more of these:

    * Type in **Search docs**. The search matches the title, the short preview, the type, and the agent name. It does not search the full text.
    * Select a folder chip, for example **All docs**, a folder name, or **Unfiled**.
    * Select a type chip. Type chips show when the folder has two or more types.
    * Under **SORT**, select **Recently edited**, **Name (A–Z)**, or **Longest**.
  </Step>

  <Step title="Open the doc">
    Select a doc to open it.
  </Step>
</Steps>

The screen shows 24 docs at a time. Select **Load more** to see more. Pinned docs show first, under **PINNED**.

The search in the top bar also finds docs by title and preview. See [Search and keyboard shortcuts](/docs/search). The dashboard has no full-text search for docs. To find a doc by what it says, ask an agent.

```text Ask your lead theme={null}
Find the doc that talks about [topic] and send me the link.
```

### Doc types

Agents give each doc a type: document, brief, checklist, protocol, research, deliverable, or note. A doc you create on the **Docs** screen is a note.

### Read-state badges

| Badge        | Meaning                                   |
| ------------ | ----------------------------------------- |
| **New**      | You never opened this doc.                |
| **Modified** | The doc changed since you last opened it. |

Squad stores what you have read in your browser. Another browser or device shows its own badges. Archived docs show no badge.

## Read and edit a doc

Select a doc to open it. Under the title, a line shows the owner agent, when the doc was last edited, and its word count. A doc with no text says **This document is empty.**

The details column on the right shows:

| Part                    | What it shows                                                                                                                                                                                                                                                                                |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **DETAILS**             | **Owner** (the agent that wrote the doc), **Type**, and **Last edited**.                                                                                                                                                                                                                     |
| **RELATED MISSIONS**    | Up to two missions that the doc's owner agent also owns, each with its priority. The missions are not linked to this doc, and the rows do not open. To see the docs that belong to a mission, open the mission and look under **DOCUMENTS**. See [Open a mission](/docs/missions#open-a-mission). |
| **Ask squad to update** | Opens a chat to ask for a change. See below.                                                                                                                                                                                                                                                 |

Select **Hide details** to give the text the full width, and **Show details** to bring the column back. Your browser remembers this choice.

To change a doc yourself:

<Steps>
  <Step title="Open the doc">
    Open the doc.
  </Step>

  <Step title="Select Edit">
    Select **Edit**.
  </Step>

  <Step title="Make your changes">
    Change the title or the text. The text uses Markdown.
  </Step>

  <Step title="Save">
    Select **Save**.
  </Step>
</Steps>

If the save fails, Squad keeps your text and shows **Couldn’t save. Your text is still here; try again.**

Squad keeps no version history for docs. A save replaces the text.

To have an agent change the doc, select **Ask squad to update**. The chat opens with **Update this doc:** typed and the doc attached. Finish the sentence and send it.

```text Ask squad to update theme={null}
Update this doc: [what changed]. Keep the structure. Add a line at the top that says what you changed and when.
```

## Create a doc

<Steps>
  <Step title="Start a new doc">
    On the **Docs** screen, select **+ New doc**.
  </Step>

  <Step title="Add a title">
    Type the title in **Doc title**.
  </Step>

  <Step title="Create">
    Select **Create**.
  </Step>
</Steps>

The new doc opens. Select **Edit** to write the text.

## Organize docs in folders

Folders are one level deep. A folder cannot hold another folder.

To create a folder:

1. Select **＋ New folder**.
2. Type the name in **Folder name**.
3. Select **Add**.

To move a doc to a folder:

1. Select **⋯** (**Document actions**) on the doc card or in the doc.
2. Under **MOVE TO FOLDER**, select the folder, or **Unfiled (no folder)**.

The **Docs** screen has no rename or delete action for folders. To rename or delete a folder, ask an agent. An agent can delete only an empty folder.

```text Ask your lead theme={null}
Rename the docs folder "[old name]" to "[new name]". Then move every doc about [topic] into it.
```

## Pin a doc

1. Select **⋯** on the doc.
2. Select **Pin to top**.

The doc shows under **PINNED** at the top of the **Docs** screen. To unpin it, select **Unpin**.

You can also pin a doc to the sidebar. Press ⌘K (Ctrl+K on Windows) and select **Pin a doc**. After your first pin, the **+** next to **PINNED** in the sidebar also works. Sidebar pins follow your account, so they show on every device where you sign in. See [Pin things to the sidebar](/docs/chat#pin-things-to-the-sidebar).

## Export a doc

1. Select **⋯** on the doc.
2. Select **Export as Markdown** or **Export as PDF**.

## Archive or delete a doc

| Action                       | How                                                                         | Result                                                                |
| ---------------------------- | --------------------------------------------------------------------------- | --------------------------------------------------------------------- |
| Archive                      | **⋯**, then **Archive**                                                     | The doc leaves the list and goes to **Archived**. You can restore it. |
| Restore                      | Select the **Archived** chip, then **Restore** on the doc                   | The doc goes back to the list.                                        |
| Delete forever from Archived | Select the **Archived** chip, then **Delete forever**, then select it again | The doc is removed permanently.                                       |
| Delete                       | **⋯**, then **Delete**                                                      | The doc is removed permanently at once.                               |

<Warning>**Delete** in the **⋯** menu has no confirm step and no trash. The doc is gone as soon as you select it. To keep a doc out of sight but recoverable, use **Archive**.</Warning>

## Link a doc in a message

To point an agent at a doc, type **#** in a chat composer and pick the doc. See [Point at missions, docs, and apps](/docs/chat#point-at-missions-docs-and-apps).

In agent replies and the Squad chat, `#` followed by the doc title in lowercase with hyphens opens the doc. For example, `#weekly-report` opens the doc titled "Weekly report". The link must match the whole title. A number such as `#101` never opens a doc.

## What agents can do with docs

Agents create, read, search, and update docs, archive and delete them, pin them, and move them between folders. They can also create, rename, and delete folders. An agent can delete only an empty folder.

```text Ask your lead theme={null}
Make an inventory of our docs. Archive the ones that are out of date, and move the rest into folders by topic.
```

## Get told when a deliverable is ready

When an agent creates a doc of type deliverable, Squad sends you a notification: **Deliverable ready:** and the doc title. It shows in the bell in the top bar. Email for this event is off by default. To change it, go to **Settings** > **Notifications** and find **Deliverable ready**. See [Choose your notifications](/docs/notifications).

## Check that it works

* A doc you have not opened shows **New**.
* After you pin a doc, it shows under **PINNED**.
* After you archive a doc, the **Archived** chip shows a count.

## Troubleshooting

* Search does not find a doc. Cause: the words are only in the body, and the **Docs** search checks the title, preview, type, and agent name. Fix: filter by folder and type, or ask an agent to find the doc.
* The **New** badges are different on another computer. Cause: read state is stored in each browser. Fix: none needed. Open the doc once on that computer.
* A doc is missing. Cause: it was archived or deleted. Fix: select the **Archived** chip. A deleted doc cannot be restored.
