Overview

Documents stored in the content section have an internal note feature, which can be used to give more context and details about the document. This is a great way to ensure teammates stay up to date about the state of the document. 

Important: Internal document notes are only visible to other DocSend users on your DocSend account and are not visible to visitors. 

Best Practices

Updates & Context

You can use the note section to provide updates on how the document can be used. We typically recommend including dates, users, and also bullet points whenever possible.

Search-ability

Improve search-ability with a tagging structure. We recommend putting an underscore (_) in front of specific terms to make searching easier. Ex. _SecondVersion, _NewCopy.

Things to consider

• The description note for documents in Spaces is public facing and will be visible to visitors when a space is shared.

Related Reading

• Content Folders
• What are Spaces?
• Manage Content in a Space

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