Documents

Documents are general-purpose, flexible artifacts for capturing and organizing knowledge within your organization. Unlike artifacts in the product hierarchy, Documents exist independently as standalone content containers that can hold any type of documentation, notes, or information relevant to your team.

​

What are Documents?

Documents serve as your organizational knowledge base, providing a space for content that doesn’t fit within the formal product specification hierarchy. They’re designed to be:

• Flexible: No formal structure requirements—content is shaped by your needs
• Independent: Created at any time, outside the product specification workflow
• Versatile: Hold any type of content from meeting notes to technical guides
• Template-ready: Apply templates for consistency or start from scratch

​

Common Use Cases

Documents excel at capturing the knowledge that surrounds and supports product development without cluttering your formal specifications.

​

Documents vs. Product Hierarchy

The key distinction between Documents and Product Artifacts lies in their purpose and structure:

​

Product Artifacts

Product Artifacts follow a defined hierarchy (Product → Capability → Feature → Requirement → Acceptance Criterion) designed for:

• Traceability from strategy to implementation
• AI agent consumption during development
• Structured specifications with consistent format
• Version-controlled product decisions

​

Documents

Documents operate outside this hierarchy, providing:

• Freedom to structure content as needed
• A home for supporting knowledge and context
• Quick capture without formal requirements
• Organizational memory that persists alongside your product

The two complement each other. Research captured in a Document might inform Requirements. Meeting notes might reference Features under discussion. Use artifact mentions to connect related content across both types.

​

Working with Documents

​

Creating Documents

Create a new document from the documents section. Choose to:

1. Start blank: Begin with an empty document
2. Use a template: Apply a pre-built structure for common document types

​

Templates

Templates provide consistent structure for recurring document types. Product Graph includes templates for common use cases: Templates include placeholder text and section guidance to help you fill in the relevant information.

​

Editing Documents

Documents use the same powerful Editor as all other artifacts in Product Graph:

• Rich formatting: Headings, lists, tables, code blocks, images
• Slash commands: Type / to insert blocks quickly
• AI assistance: Generate and refine content with AI
• Artifact mentions: Reference other documents and product artifacts with @
• Real-time collaboration: Work together with teammates simultaneously

​

Archiving Documents

Documents you no longer need can be archived:

• Archive: Remove from active view without deleting
• Restore: Bring archived documents back when needed
• Permanent delete: Remove archived documents permanently

Archiving is preferred over deletion as it preserves document history and allows recovery if needed.

​

Cross-Linking

Connect Documents to your product hierarchy using:

​

Artifact Mentions

Type @ in any document to reference:

• Products, Capabilities, Features
• Requirements, Acceptance Criteria
• User Types, Core Entities
• Projects and other Documents

Mentions create navigable links that help readers discover related content.

​

Attachments

Attach documents to product artifacts to provide supplementary context:

• Attach research documents to Features they inform
• Link meeting notes to Projects they relate to
• Connect decision records to the artifacts they affect

Attachments create bidirectional relationships, making it easy to navigate between formal specifications and supporting documentation.

​

Version History

Every document maintains a complete version history:

• Automatic versioning: New versions are created as you edit
• Version browser: Review previous versions of any document
• Compare changes: See how content evolved over time
• Restore versions: Return to an earlier version if needed

Version history ensures you never lose important content and can always trace how a document developed.

​

Collaboration

Documents fully support real-time collaboration:

• Multiple users can edit simultaneously
• Changes sync instantly across all connected sessions
• AI generation is visible to all collaborators
• Conflict-free editing with automatic merging

​

Chat Integration

Each document has an integrated Chat panel for:

• Discussing the document with AI assistance
• Asking questions about the content
• Generating and refining sections through conversation
• Researching topics with web search

Chat conversations are saved with the document, preserving context for future reference.

---