# Guides

Source: https://versodocs.com/docs/guides

Each guide is the written version of an in-app tour: a few short steps that show how a workflow works.

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

## Getting started

- [Welcome to your workspace](https://versodocs.com/docs/guides/welcome): Search, proposals, your documents, and how to add new ones.
- [Import your existing docs](https://versodocs.com/docs/guides/import): Other tools, Office files, scanned PDFs and wide tables.

## Documents and reviews

- [Reading and changing a document](https://versodocs.com/docs/guides/document): Current and History, proposing changes, Ask AI, exports and comments.
- [Reviewing and publishing a proposal](https://versodocs.com/docs/guides/proposal): Tabs, inline comments, the review brief, reviewers, verdicts and Publish.

## Integrations

- [Integrations overview](https://versodocs.com/docs/guides/integrations): How every integration works: connect, choose where, see what happens.
- [Slack](https://versodocs.com/docs/guides/integration-slack): Review requests, verdicts and publishes in the Slack channels your team already reads.
- [Microsoft Teams](https://versodocs.com/docs/guides/integration-teams): Review cards, approvals and pinned approved docs inside Microsoft Teams.
- [Teams Workflows & webhooks](https://versodocs.com/docs/guides/integration-chat-webhooks): No app installs allowed? Post to Teams or Slack with a webhook URL instead.
- [GitHub](https://versodocs.com/docs/guides/integration-github): Flag pull requests that cite an outdated spec, and mirror approved docs into a repo.
- [Jira](https://versodocs.com/docs/guides/integration-jira): Link proposals and docs to the Jira issues they implement.
- [Linear](https://versodocs.com/docs/guides/integration-linear): Link proposals and docs to the Linear issues they implement.
- [Notion](https://versodocs.com/docs/guides/integration-notion): Put approved docs on the Notion pages other teams already read.
- [Confluence](https://versodocs.com/docs/guides/integration-confluence): Put approved docs in the Confluence spaces other teams already read.
- [Google Docs export](https://versodocs.com/docs/guides/integration-google-docs): Send the approved version of a doc to Google Docs in one click.
- [Cloud folders](https://versodocs.com/docs/guides/integration-cloud-folders): Approved docs as PDF or Word in the OneDrive, SharePoint, Google Drive or Dropbox folders people already use.
- [Watch a folder](https://versodocs.com/docs/guides/integration-folder-watch): Turn files in a cloud folder into drafts, and their edits into proposals.
- [Microsoft Word](https://versodocs.com/docs/guides/integration-word-addin): Open approved versions in Word and send edits back as proposals.
- [Google Docs add-on](https://versodocs.com/docs/guides/integration-google-docs-addon): Open approved versions in a Google Doc and send edits back as proposals.
- [Email in](https://versodocs.com/docs/guides/integration-email-in): Forward an email to a workspace address to start a draft.
- [Zapier](https://versodocs.com/docs/guides/integration-zapier): Start Zaps when proposals are opened, reviewed or published.
- [n8n](https://versodocs.com/docs/guides/integration-n8n): Run n8n workflows when proposals are opened, reviewed or published.

## Developers

- [API keys, MCP and the CLI](https://versodocs.com/docs/guides/developer): Let scripts, CI and AI agents read your approved docs.

## Welcome to your workspace

Source: https://versodocs.com/docs/guides/welcome

Search, proposals, your documents, and how to add new ones.

### Steps

1. **Welcome to VersoDocs**

   Every document has one approved **Current** version. Changes go through a proposal and a review before they are published.
2. **Search or ask**

   Find any document here (Ctrl+K). Type a question and press Ctrl+Enter for a cited answer from Ask AI.
3. **Proposals**

   Every change under review lives here. The badge shows the reviews waiting for you.
4. **Your documents**

   Folders and documents of this workspace. Drag a document onto a folder to move it.
5. **New document**

   Start from a blank page or a template.
6. **Import**

   Bring docs over from another tool, or upload files and folders. Tip: you can also drop them anywhere on this page.
7. **Replay any tour**

   The **?** menu replays the tour of the page you are on and lists every guide.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Import your existing docs

Source: https://versodocs.com/docs/guides/import

Other tools, Office files, scanned PDFs and wide tables.

### Steps

1. **Import from another tool**

   **Import, From another tool** covers Google Docs, Notion, Confluence, GitHub, OneDrive and more. Each source shows its own short steps.
2. **Office files and PDFs**

   Word, Excel, PowerPoint, Markdown, HTML and PDF files become documents. Scanned PDFs are read with OCR in your browser, so their text is editable.
3. **Wide tables**

   Tables with many columns scroll sideways. Decks and very wide sheets open in **Wide** page width, which you can switch on the document page.
4. **Drag and drop**

   Drop files or whole folders anywhere on a workspace or folder page to import them there.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Reading and changing a document

Source: https://versodocs.com/docs/guides/document

Current and History, proposing changes, Ask AI, exports and comments.

### Steps

1. **Current and History**

   **Current** is the one approved version everyone reads. **History** lists every published version and who published it.
2. **Propose changes**

   Your edits go into a proposal. Current stays as it is until the change is reviewed and published.
3. **Ask AI**

   Ask a question about this document. The answer comes from the Current version, with citations.
4. **Watch**

   Get notified each time a new version is published.
5. **Readers**

   See who read the Current version, and ask people to acknowledge it.
6. **Page width**

   Switch between **Standard** and **Wide**. Wide suits big tables, and exports follow it.
7. **Download and export**

   Download PDF, Word, HTML or Markdown, or send the Current version to Notion, Confluence or Google Docs.
8. **Comments**

   Select text to comment on a passage, or leave a general comment beside the page.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Reviewing and publishing a proposal

Source: https://versodocs.com/docs/guides/proposal

Tabs, inline comments, the review brief, reviewers, verdicts and Publish.

### Steps

1. **Four views**

   **Edit** the text, see the **Changes** against Current, **Preview** the result and discuss it in **Conversation**.
2. **Comment inline**

   In Preview, select text to comment on it. Resolve the thread once it is handled.
3. **Review brief**

   An AI summary of where the review stands: open threads, verdicts and what is left. It is advice, never an approval.
4. **Reviewers**

   Add the people who must review. Each one is notified and gives a verdict.
5. **Your verdict**

   As a reviewer, approve or request changes here, with an optional note.
6. **Publish**

   Publishing makes this proposal the new Current version. Review rules can require approvals first.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Integrations overview

Source: https://versodocs.com/docs/guides/integrations

How every integration works: connect, choose where, see what happens.

For organization owners and admins.

### Steps

1. **All your integrations**

   Every tool VersoDocs connects to, by category. Each card shows whether it is connected.
2. **Set up or manage**

   **Set up** or **Manage** opens its settings: connect it, choose where it posts or writes, and see what happens.
3. **A short tour for each**

   The **?** menu has a tour for every integration on this page.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Slack

Source: https://versodocs.com/docs/guides/integration-slack

Review requests, verdicts and publishes in the Slack channels your team already reads.

For organization owners and admins.

### Steps

1. **Connect**

   Click Connect Slack and approve the VersoDocs app for your Slack workspace.
2. **Choose where**

   Pick a channel for each VersoDocs workspace and the events it posts.
3. **What happens**

   Reviewers get the request in Slack and, on Team, approve from the message. Pasted links preview the doc.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Microsoft Teams

Source: https://versodocs.com/docs/guides/integration-teams

Review cards, approvals and pinned approved docs inside Microsoft Teams.

For organization owners and admins.

### Steps

1. **Connect**

   Add the VersoDocs app to a team in Teams. Your Teams admin may need to allow it.
2. **Choose where**

   In a channel, click Connect this channel and pick the workspace and events.
3. **What happens**

   Review requests and publishes post as cards, with approve buttons on Team. Pin an approved doc as a channel tab.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Teams Workflows & webhooks

Source: https://versodocs.com/docs/guides/integration-chat-webhooks

No app installs allowed? Post to Teams or Slack with a webhook URL instead.

For organization owners and admins.

### Steps

1. **Connect**

   Create a Teams Workflows webhook or a Slack incoming webhook and copy its URL.
2. **Choose where**

   Paste it in a workspace's webhook settings and pick the events.
3. **What happens**

   Publishes and proposal updates post to that channel, on every plan.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## GitHub

Source: https://versodocs.com/docs/guides/integration-github

Flag pull requests that cite an outdated spec, and mirror approved docs into a repo. (Team+)

For organization owners and admins.

### Steps

1. **Connect**

   Click Connect GitHub and install the VersoDocs GitHub App on your organization or repos.
2. **Choose where**

   Choose warn or fail for stale references. On Pro, map a workspace to a repo, branch and folder.
3. **What happens**

   Every pull request gets a check that flags cited spec versions that are no longer Current. Mirrored docs stay current as Markdown.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Jira

Source: https://versodocs.com/docs/guides/integration-jira

Link proposals and docs to the Jira issues they implement. (Team+)

For organization owners and admins.

### Steps

1. **Connect**

   Paste a Jira issue URL in Linked issues. Connect Jira to also show titles and statuses.
2. **Choose where**

   Link issues on each proposal or document.
3. **What happens**

   When the proposal is published, VersoDocs comments on the linked Jira issue.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Linear

Source: https://versodocs.com/docs/guides/integration-linear

Link proposals and docs to the Linear issues they implement. (Team+)

For organization owners and admins.

### Steps

1. **Connect**

   Paste a Linear issue URL in Linked issues. Connect Linear to also show titles and statuses.
2. **Choose where**

   Link issues on each proposal or document.
3. **What happens**

   When the proposal is published, VersoDocs comments on the linked Linear issue.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Notion

Source: https://versodocs.com/docs/guides/integration-notion

Put approved docs on the Notion pages other teams already read. (Team+)

For organization owners and admins.

### Steps

1. **Connect**

   Create a Notion internal integration, paste its secret here and share a parent page with it.
2. **Choose where**

   Editors choose Export to… on a document, or Export folder to… on a folder.
3. **What happens**

   The approved version lands as a Notion page that links back. On Pro it updates on every publish.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Confluence

Source: https://versodocs.com/docs/guides/integration-confluence

Put approved docs in the Confluence spaces other teams already read. (Team+)

For organization owners and admins.

### Steps

1. **Connect**

   Create an Atlassian API token, then enter your site, account email and token here.
2. **Choose where**

   Editors choose Export to… on a document and pick the space. A default space is optional.
3. **What happens**

   The approved version lands as a Confluence page that links back. On Pro it updates on every publish.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Google Docs export

Source: https://versodocs.com/docs/guides/integration-google-docs

Send the approved version of a doc to Google Docs in one click. (Team+)

For organization owners and admins.

### Steps

1. **Connect**

   No setup. Each person signs in with their own Google account the first time.
2. **Choose where**

   Editors choose Export to… → Google Docs on a document.
3. **What happens**

   A Google Doc with the approved version is created in their Drive. Exporting again updates it.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Cloud folders

Source: https://versodocs.com/docs/guides/integration-cloud-folders

Approved docs as PDF or Word in the OneDrive, SharePoint, Google Drive or Dropbox folders people already use. (Team+)

For organization owners and admins.

### Steps

1. **Connect**

   Connect a OneDrive / SharePoint, Google Drive or Dropbox account.
2. **Choose where**

   Map a workspace or folder to a cloud folder and choose PDF, Word or both.
3. **What happens**

   Approved docs land there with the same file name, stamped with the version. On Pro they are rewritten on every publish.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Watch a folder

Source: https://versodocs.com/docs/guides/integration-folder-watch

Turn files in a cloud folder into drafts, and their edits into proposals. (Pro)

For organization owners and admins.

### Steps

1. **Connect**

   Uses the accounts connected under Cloud folders.
2. **Choose where**

   Link a cloud folder to a workspace folder.
3. **What happens**

   New files become drafts and a changed file opens a proposal for its reviewers. Nothing is published automatically.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Microsoft Word

Source: https://versodocs.com/docs/guides/integration-word-addin

Open approved versions in Word and send edits back as proposals.

For organization owners and admins.

### Steps

1. **Connect**

   In Word, open Home → Add-ins, add VersoDocs and sign in.
2. **Choose where**

   Search a document and open it, or link the file you already have.
3. **What happens**

   Word shows when a newer version is approved. On Pro, Propose changes sends your edits for review.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Google Docs add-on

Source: https://versodocs.com/docs/guides/integration-google-docs-addon

Open approved versions in a Google Doc and send edits back as proposals.

For organization owners and admins.

### Steps

1. **Connect**

   In a Doc, open Extensions → Add-ons → Get add-ons, install VersoDocs and authorize.
2. **Choose where**

   Search a document and open it, or link the Doc you already have.
3. **What happens**

   The Doc shows when a newer version is approved. On Pro, Propose changes sends your edits for review.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Email in

Source: https://versodocs.com/docs/guides/integration-email-in

Forward an email to a workspace address to start a draft.

For organization owners and admins.

### Steps

1. **Connect**

   A workspace admin turns on Email in for the workspace.
2. **Choose where**

   Share the workspace's private address with the team.
3. **What happens**

   Forwarded emails and their Word, Markdown or HTML attachments become drafts. Nothing is published until you do it.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## Zapier

Source: https://versodocs.com/docs/guides/integration-zapier

Start Zaps when proposals are opened, reviewed or published.

For organization owners and admins.

### Steps

1. **Connect**

   Add the VersoDocs app in Zapier and paste an API key and your organization slug.
2. **Choose where**

   Pick a trigger and the workspace to watch.
3. **What happens**

   Review events start your Zaps (every event on Team). Actions read docs, propose changes or comment.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## n8n

Source: https://versodocs.com/docs/guides/integration-n8n

Run n8n workflows when proposals are opened, reviewed or published.

For organization owners and admins.

### Steps

1. **Connect**

   Install the n8n-nodes-versodocs community node and add a VersoDocs API credential.
2. **Choose where**

   Pick a trigger and the workspace to watch.
3. **What happens**

   Review events start your workflows (every event on Team). Actions read docs, propose changes or comment.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).

## API keys, MCP and the CLI

Source: https://versodocs.com/docs/guides/developer

Let scripts, CI and AI agents read your approved docs.

For organization owners and admins.

### Steps

1. **API keys**

   Create a key for scripts, CI jobs and agents. Keys read published docs only, always the Current version.
2. **MCP server**

   Point Claude Code, Cursor or Copilot at the MCP server with a key. To connect only yourself, use **Personal** settings.
3. **The CLI**

   `versodocs pull` copies approved specs into your repo and `versodocs check` tells CI when one moves on. See the [CLI guide](https://versodocs.com/docs/cli.md).
4. **Webhooks**

   Outgoing webhooks are set per workspace. Open one to manage its webhooks.

### Take the tour in the app

In the app, open the **?** menu at the bottom of the sidebar and choose **Take the tour of this page**, or start any tour from **Settings → Personal → Guides and tours**.

All guides: [Guides](https://versodocs.com/docs/guides.md).
