How to collaborate on documents in Nuclino

A core part of team collaboration revolves around working with documents — sharing team OKRs, creating meeting notes, collaborating on project plans, and so on. Thoughtful long-form write-ups can also be a more efficient alternative to meetings and real-time chat.

Quite often, however, teams don't have a structured approach to it. Important documents get scattered across inboxes, chat messages, and shared drives, and no one knows which version is the latest one. But it doesn't have to be like this — here's how you can collaborate on documents while staying organized in Nuclino.

Setting up your workspace

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Prefer to start from scratch? Learn how to set up a new workspace in Nuclino.

Organizing your documents

In Nuclino, your docs (or items) are grouped in clusters (which work like categories or tags), and every item can belong to multiple clusters. Every item can be added to multiple clusters, making it easier to locate relevant information.

Clusters can contain an infinite number of nested sub-clusters, allowing you to create a deep hierarchical structure.

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Instead of relying on the traditional folder system, Nuclino also allows you to link related documents together. Internal links make it easy to navigate between different docs and explore your documentation like a website.

Simply type @ and the item title to link to it.

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Creating and formatting

Every document in Nuclino can contain rich content, such as tasks, tables, code blocks, equations, and more. You can also easily embed media from other apps.

Use the + button or type / to see the types of content you can add. If you are looking for something specific, type it out to filter the options, for example, /table or /task.

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To format your text, simply select a section of text and pick the styling you need.

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Nuclino also supports a set of markdown commands, providing a quick and simple way to format content without taking your hands off the keyboard.

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Using templates

If your documents need to follow the same structure, don't re-create it from scratch every time. Instead, you can save time by creating a template and duplicating it.

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Collaborating

Every document can be collaboratively edited in real time. No edit mode, no save button, no version conflicts — simply start typing and every change will be saved automatically and preserved in the version history.

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You can also communicate with your team asynchronously using comments and mentions. Resolved comment threads can be found in the Activity and comments menu in the top-right corner of the item, helping you preserve the context of every decision in Nuclino.

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Sharing and managing access

Sharing documents with your team

Some documents, such as performance reviews, should not be shared with the entire team. Others — such as brand guidelines — should only be edited by specific people.

To make sure confidential information stays safe, store those documents in a private workspace, which is only accessible to the members who have been explicitly invited. And to prevent important documents from being edited by unauthorized members, use the read-only and comment-only workspace member roles.

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Sharing documents with external partners

Individual documents can also be published online and shared in read-only mode with anyone. It's a great way to publicly share job descriptions, press releases, and other documents intended for external partners, customers, or general public.

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Want to learn more?

Collaborating on documents is just one of many things you can do in Nuclino — learn how to bring all your team's work together in Nuclino and turn it into your collective brain:

Browse our templates to discover even more ways to get the most out of Nuclino!

Questions? We're here to help!

Contact us at: contact@nuclino.com