What is a Live Document?
A Live Document is a rich-text document written and stored directly inside Manager Toolkit. You can use headings, bullet lists, ordered lists, task lists, tables, code blocks, blockquotes, highlights, links, and more. Live Documents are useful for meeting notes, team guides, reference material, or any content you want to keep connected to your work without relying on an external tool.
What is a URL Link?
A URL Link is a reference to a file that lives outside Manager Toolkit - for example a Google Doc, Notion page, Confluence article, Figma board, or any other URL. Manager Toolkit stores the title and link; the file itself remains where it is.
Does Manager Toolkit store the content of my linked files?
No. URL Links only store the title and the URL you paste. The file stays in its original location (Google Drive, Notion, Confluence, etc.) and access is governed by that service's own permissions. Only Live Documents have their content stored inside Manager Toolkit.
Can I edit a Live Document after creating it?
Yes. Click on a Live Document from the Documents page to open it in the editor. Changes are saved when you submit the form.
What URLs can I link to?
Any URL. Google Docs, Sheets, Slides, Notion pages, Confluence articles, Figma boards, GitHub repos, internal wikis, blog posts, or any web address. Private documents still require separate access on the host service.
Can I link one document to many entities?
Yes. A single document - whether a Live Document or a URL Link - can be linked to multiple Actions, Catchups, Meetings, Projects, Targets, Reminders, and Performance Reviews at the same time. Each link is independent, so removing one does not affect the others.
What happens when I delete a document?
The document and every link to it are removed at once. For Live Documents, the stored content is also deleted permanently. Deletion cannot be undone, but the entities the document was linked to (Actions, Catchups, etc.) are not affected.
How do folders work?
Folders are an optional way to organise documents in addition to Key Themes. You can nest folders inside folders for deeper structure, and a document sits in one folder at a time. See Managing Documents for the full walkthrough.
Can I filter by Key Theme?
Yes. The Documents page has a Key Theme filter so you can pull up only the documents tagged with a particular topic. Combine it with the search box to find the right resource quickly. See Linking Documents for how Key Theme tagging works.
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