> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/clients/documents.md). # Documents *** ## Client Docs Tab The Docs tab on a client's detail page is where you store everything related to a specific wedding — rich-text documents you write inside WeddingOS, files you upload, and links to external resources. Everything in one place, tied to that client. Open a client's detail page and click the **Docs** tab. ### Rich-text documents Click **New Document**, give it a title, and start writing. The editor supports: * Headings and subheadings * Bold, italic, underline * Bullet and numbered lists * Tables * Horizontal rules Documents save automatically as you type. Click any document title to reopen and edit it. **Exporting to Google Drive** Click **Export to Drive** to save a document as a Google Doc in the client's Drive folder. The export is a one-time snapshot — changes made in WeddingOS after exporting won't sync back to Drive. > Google must be connected to export to Drive. See [Integrations](/admin/integrations.md). **Starting from a library template** If your agency has documents in the Document Library, you can pull one in as a starting point instead of writing from scratch. When creating a new document, choose **From Library** and select a template. ### File attachments Upload any file directly to a client's record — PDFs, Word docs, images, spreadsheets, anything. Click **Upload File**, select the file, and it's stored against that client. Files are stored in WeddingOS and accessible from the Docs tab at any time. File size limits apply. ### Links Attach a hyperlink to any external resource — a Google Drive folder, a Dropbox file, a Zoom recording, a vendor website, anything with a URL. Click **Add Link**, give it a name, and paste the URL. Links appear alongside documents and files in the Docs tab so everything relevant to a client is in one place. ### Deleting To delete a document, file, or link — open or hover it and use the delete option. This is permanent and cannot be undone. *** ## Document Library The Document Library is your agency's shared collection of reusable documents — templates, standard language, guides, and anything your team references across multiple weddings. It lives at the org level, not tied to any specific client. Click **Library** in the main navigation. ### What it's for The Library is for content you use repeatedly — things like: * Welcome packet templates * Client questionnaires * Vendor briefing templates * Day-of instructions * Standard contract language or FAQs you send to couples * Internal reference docs your team uses regularly Instead of rewriting these from scratch or hunting through old client records, they live here and are available to anyone on the team at any time. ### Creating a library document Click **New Document**, give it a title and category, and write your content. The editor is the same rich-text editor used in client docs — headings, lists, tables, bold/italic, etc. Documents save automatically. ### Using a library document for a client From any client's Docs tab, when creating a new document choose **From Library**. Select the library document you want and it gets copied into that client's record as an editable starting point. The original in the Library is not affected. ### Exporting to Google Drive Click **Export to Drive** on any library document to save it as a Google Doc in your org's Drive parent folder. Useful for sharing a document externally or maintaining a Drive copy alongside the WeddingOS version. > Google must be connected to export. See [Integrations](/admin/integrations.md). ### Editing and deleting Click any document to open and edit it. Changes save automatically and are immediately available to the whole team. To delete, use the delete option inside the document — this removes it from the Library permanently and cannot be undone. *** ## Client Docs vs. Document Library | | Document Library | Client Docs Tab | | --------------------- | ------------------------------------- | -------------------------------------------- | | **Scope** | Org-wide | One client | | **Purpose** | Reusable templates and reference docs | Wedding-specific documents, files, and links | | **Who sees it** | Everyone on the team | Everyone with access to that client | | **Tied to a wedding** | No | Yes | --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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