Document Collaboration & Briefs

Document Types

Audenci supports multiple document types: Campaign briefs, Content guidelines, Brand voice documents, SOPs (Standard Operating Procedures), Meeting notes, Strategy documents, Research and competitive analysis. All documents support rich-text editing, collaboration, and version history.

Creating Documents

To create a document: Go to Documents section, Click 'New Document', Choose document type, Enter title and description, Start writing in rich-text editor. Documents auto-save every 2 seconds.

Rich-Text Editor

The BlockNote editor supports: Text formatting (bold, italic, underline, strikethrough), Headings (H1, H2, H3), Lists (bullets, numbers, tasks), Tables, Images, Videos, Code blocks, Blockquotes, Callouts (info, warning, tip), Links, File attachments. Create professional documents without leaving Audenci.

Use task lists (checkboxes) for actionable items in briefs and SOPs. Team members can check off completed tasks.

Campaign Briefs

Campaign briefs include: Campaign overview and goals, Target audience, Key messages, Content themes, Timeline and milestones, Budget and resources, Success metrics, Stakeholder sign-offs. Link brief to campaign for easy access.

Campaign brief creation wizard — Create comprehensive campaign briefs with structured templates

Content Guidelines

Document content guidelines: Brand voice and tone, Writing style (grammar, punctuation), Visual style (colors, fonts, imagery), Do's and don'ts, Platform-specific guidelines, Approval requirements, Legal and compliance notes. Reference guidelines when creating content for consistency.

Team Collaboration

Collaborate on documents in real-time: Multiple users can edit simultaneously, See cursors and selections of other editors, Comments and suggestions, @mention team members, Assign tasks to collaborators, Real-time sync (no save button needed). Like Google Docs for marketing.

Real-time collaboration requires WebSocket connection. If you lose connection, changes are queued and synced when reconnected.

Comments & Suggestions

Add comments to specific text: Highlight text, Click comment button, Write comment, @mention to notify, Resolve when addressed. Comments appear in right sidebar and can be threaded for discussion.

Version History

Track document changes over time: Auto-saved versions every 5 minutes, Manual versions when you hit 'Save Version', View version list with timestamps and authors, Compare versions side-by-side, Restore previous version if needed. Version history prevents lost work and enables accountability.

Document Templates

Create reusable document templates: Create template from existing document, Fill in standard sections and headings, Leave placeholder text for variable content, Save as template, Use template to create new documents quickly. Templates ensure consistency and save time.

Linking Documents

Link documents to related items: Link campaign brief to campaign, Link guidelines to posts, Link research to content plan, Link SOP to automation, Link meeting notes to tasks. Links create context and traceability.

Export & Sharing

Export documents in multiple formats: PDF (formatted document), Markdown (plain text with formatting), HTML (for website), Print view (printer-friendly). Share documents: Via link (public or team-only), Export and attach to email, Embed in other tools (via API).

Best Practices

Create campaign briefs before starting campaigns
Document brand guidelines and update annually
Use templates for consistent brief structure
@mention stakeholders for sign-offs
Resolve comments when action is taken
Save versions before major changes
Link documents to related content for context
Review and update SOPs quarterly