Documents
Documents provide a collaborative workspace for research artifacts including research plans, interview guides, session notes, findings reports, screener surveys, stakeholder readouts, and weekly digests. The rich text editor supports formatting, comments, and version history.
How it works
Documents are organized in a hierarchical tree structure with folders and nesting. The editor supports rich formatting including headings, lists, tables, quotes, callouts, code blocks, and dividers. Special block types allow embedding session links and participant references.
Documents have three statuses: Draft (work in progress), Published (finalized), and Archived (historical). Version history tracks changes over time with the ability to view and restore previous versions.
Document types
| Type | Purpose |
|---|---|
| Research Plan | Outline study objectives, research questions, participant criteria, and methodology. |
| Interview Guide | Script for conducting research sessions, including questions and prompts. |
| Session Notes | Detailed notes taken during participant sessions for analysis. |
| Findings Report | Summary of research insights, themes, and recommendations. |
Collaboration features
Documents support commenting with threaded replies and resolution tracking. Comments can highlight specific text ranges and be assigned to team members. Real-time collaboration shows active editors with colored cursors. Documents can be shared with specific team members or the entire team.
Related features
Documents can link to Hypotheses, Tasks, and Participants through embedded references. Session Link and Participant Link blocks create clickable references. Export options include markdown, PDF, and HTML formats. Documents can be marked for inclusion in generated reports.