Documents

What is Documents?

Documents is a full editor for contracts, proposals, and notes, with rich formatting and sharing built in. Everything you write lives in the same shared memory as the work it relates to — so a proposal stays attached to its deal and the people it's for, not lost in a folder.

Key Features

Document Categories

Documents are organized into categories to keep your content structured:

• Contracts: Service agreements, employment contracts, freelancer agreements
• Proposals: Business proposals, project proposals, marketing proposals
• NDAs: Mutual NDAs, unilateral NDAs, employee NDAs
• Agreements: Partnership agreements, licensing agreements
• Reports: Business reports, status updates, analyses
• Meeting Notes: Meeting summaries, action items, decisions
• Letters: Business letters, cover letters, recommendation letters
• Other: Any document that doesn't fit the above categories

You can also create custom categories to match your workflow.

Creating Documents

1. 1

   Click "+ New Document"

   From the Documents page, click the New Document button in the header.

2. 2

   Choose Template or Blank

   Select a template to start with pre-formatted content, or choose "Blank Document" to start fresh.

3. 3

   Enter Title

   Give your document a descriptive title. This will be used for file exports and organization.

4. 4

   Select Category

   Choose the appropriate category for your document to keep things organized.

Using the Editor

The document editor provides a rich set of formatting tools:

Auto-save: Your document is automatically saved every few seconds. Look for the "Saved" indicator in the header.

Keyboard Shortcut: Press Ctrl+S (or Cmd+S on Mac) to manually save at any time.

Using AI Pallas

Pallas AI can help you write better documents:

1. 1

   Select Text (Optional)

   Highlight the text you want to process, or leave empty to process the entire document.

2. 2

   Click the AI Button

   Click the "AI" button in the header to open the Pallas panel.

3. 3

   Choose an Action

   Improve: Fix grammar and enhance clarity
   Rewrite: Fresh take on the same content
   Expand: Add more details and examples
   Summarize: Condense to key points

4. 4

   Apply AI

   Click "Apply AI" to process. The result replaces your selected text (or entire content).

Integrations

• Export to PDF: Generate a professional PDF with Timer branding
• Export to DOCX: Download as Microsoft Word format for further editing
• Save to Drive: Store the document in your Timer Drive for cloud access
• Send for Signature: Send the document to recipients for e-signature
• Share via Dispatch: Email the document to collaborators with a view link
• Link to Project: Associate the document with a project for context

Version History

Documents automatically keeps track of versions:

• Each save creates a version snapshot
• Access version history from the More menu (...)
• Preview previous versions before restoring
• Restore any version with one click

Best Practices

1. 1

   Use Descriptive Titles

   Give documents clear, searchable titles like "Service Agreement - Acme Corp - Jan 2026".

2. 2

   Categorize Properly

   Assign the correct category to keep your document library organized and filterable.

3. 3

   Start with Templates

   Use templates for common document types to maintain consistency and save time.

4. 4

   Use AI for Polish

   Run AI Improve on important documents before sending to ensure professional quality.

5. 5

   Save to Drive

   Use Save to Drive for important documents to keep them backed up in your cloud storage.

Frequently Asked Questions