Documents

Documents hold notes, plans, research, and decisions. You and connected agents can edit the same doc.

Create and edit

Choose Doc from a Space’s + menu, type a title, and press Enter to start writing. The title is the doc’s name everywhere, including its file name. A doc without a title is called Untitled; click the grey name to add one.

Select Edit on a Markdown document to use the rich editor. Agents read both formats as Markdown.

Open documents show agent changes as they save. When several people or agents edit at once, ask agents to change specific passages, since a whole-document replacement can overwrite other work. Offline changes sync when you reconnect.

New documents start temporary. Use Archives → Keep to keep one. See document lifetimes.

Copy and export

The document menu offers:

• Copy Markdown
• Download Markdown (a .md file)
• Print PDF
• Save Markdown, to store a rich doc as Markdown. It only appears when nothing would be lost.

If another device has offline edits from before a format change, Worktable can recover them into a separate document.

Version history

Open history from the document menu to read, checkpoint, or restore versions.

• Edits in a row by one person or agent form one version until a 10-minute pause. Another editor, a restore, or a checkpoint starts a new one.
• History keeps 30 days by default, plus each document’s newest version.
• Settings → Data can keep 30, 90 or 180 days, or the last 7 versions. A shorter limit deletes older versions as soon as you confirm.
• Workspaces that kept everything before these limits now keep 180 days.

HTML docs have their own history. Restoring their source does not restore saved interface state or records they changed. Drawings recover differently.

Links and backlinks

Link to another document with Markdown such as [Project brief](/project-brief). Worktable tracks backlinks, and an agent write that links to a missing document returns a warning. Links keep working after a document or folder moves.

Worktable links open in the current tab; external sites open in a new tab.

Mermaid diagrams

Mermaid diagrams are validated before saving. Select a diagram or its Fullscreen button to zoom, pan, or download an SVG.

For freehand work or layouts you edit by hand, use Drawings. For Mermaid inside HTML docs, see HTML authoring.