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Documents

Create and Edit Documents Online

The PRO editor allows you to work with text, tables, and media files directly within your team — quickly and conveniently.

Built for

  • Knowledge teams
  • Marketing
  • Documentation
  • Content teams
PRD · Stripe v2 — checkout
Workspace / Docs / Stripe v2AKIO2 editing now

Stripe v2 — checkout flow

Goals

Goal — reduce checkout time to ≤ 2.4 s and drop-off by −18% on mobile (iOS Safari, Android Chrome).

Strip.js v2 needs Web Components polyfill for Safari < 15.6 — add edge-fallback.

POST/checkout/session
Delivery checklist
  • Align with legalAK
  • Implement webhook handlerIO
  • E2E tests on mobileNS
  • Update docs · /api/checkoutIO
NS
NS · щойно

Could add a fallback to link-token here

412 words · 3 commentssaved 14:32

By the numbers

Real-time

multi-user editing

customer data

20+

block types

Easylim CRM

AI

rewrite and edit

Easylim AI

What's inside

Everything your team needs — in one window

The PRO editor helps efficiently organize document workflows and collaborative editing.

01

Capability 01

Collaborative Editing

Edit documents simultaneously with your team in real time.

Collaborative Editing
02

Capability 02

Advanced Functionality

Use tables, checklists, dropdowns, and other enhanced tools.

Advanced Functionality
03

Capability 03

Media Files and Attachments

Add images, videos, or links directly into the text.

Media Files and Attachments
04

Capability 04

Document Sharing

Easily share a document or a single page with others.

Document Sharing
How it works

Digital Teams

Document technical tasks, specifications, and protocols on one platform.

  • Working with Staff
  • Financial Organizations
Digital Teams
How it works

Freelancers and Consultants

Share completed projects and presentations with clients without extra files.

  • Educational Projects
  • Advertising Agencies
Freelancers and Consultants

Deep dive

Documents in Easylim — how to write briefs and specs people actually read

5 chapters

Documents in most work tools lead two lives: either nobody reads them, or five people edit at once and the result is a soup with no structure. In a SaaS team a document isn't a Word file — it's a live block editor right next to your tasks, where a PRD, a brief or meeting notes behave like code: versioned, commented, linked to tickets. Here's how to make Easylim documents replace Google Docs and Notion for working text.

01

Розділ

What documents are and how they differ from files

A document in Easylim is a block-based editor, closer to Notion and Google Docs than to Word. Every paragraph, heading, list, table, image is a separate block you can drag with the mouse, duplicate, move to another page.

What that buys over a .docx in your email: links instead of attachments. Everyone sees the latest version in one click, no "final_v3_after_legal.docx". Comments anchored to text — not buried in a 60-message Slack thread, but on a specific sentence. Realtime + presence — you can see who's reading or typing, no locking.

Documents in Easylim are a good fit for working text with a lifecycle of up to a month: campaign briefs, PRDs, contracts, meeting notes, review protocols, ADRs (architecture decision records), 1-on-1 plans. Basically anything you write, discuss, sign off — and then either move into execution or archive.

  • Block editor — every paragraph is a block you can drag with the mouse.
  • Links, not attachments — no "final_v3.docx" floating in inboxes.
  • Comments anchored to text, not lost in Slack.
easylim · document
BIUH1H2

Stripe v2 — checkout flow

Goal — reduce checkout time to ≤ 2.4 s and drop-off by −18% on mobile.

Delivery checklist

  • Align with legal
  • Webhook handler
  • E2E tests on mobile
IOIrina

Add link-token fallback here

412 words · 3 commentssaved 14:32
02

Розділ

How to spin up a document in 2 minutes — and not regret it a week later

Creating a document is Cmd+N (or the "+" in the sidebar). Then the important bit: don't start from a blank page. Easylim ships templates for PRDs, briefs, meeting notes, 1-on-1s, retros, ADRs. The template gives you a structure the team already recognises.

The / key opens the block menu: heading, checklist, table, callout, code block, toggle, embed, divider, quote. 20+ block types cover everything except specialised formulas (and there's a LaTeX block for those).

Embed blocks render Figma frames, Loom recordings, YouTube, Google Drive, even Easylim tasks right inside the document. So a campaign brief can show the current Kanban status instead of writing "in progress". That kills the need to alt-tab between tools.

Permissions sit at the document level: author only / team / specific people / link share. The last one is handy for contracts you want to show a client without provisioning them an account.

  • A library template instead of a blank page — saves 10 minutes.
  • / opens 20+ block types — no layout work, no shortcuts to memorise.
  • Embed Figma / Loom / tasks — so the doc stays live, not static.
realtime · 3 editors
Alex
Irina
Mark
AIM
3 editing nowlive
03

Розділ

Realtime, suggest mode, AI editing — what makes Easylim better than .docx

Realtime with cursors works the way it does in Google Docs: you see who clicks where, text appears letter by letter. Easylim handles up to 50 concurrent editors on one document without losing cursor position. For most teams that's more than enough.

Suggest mode kicks in during review: edits show up as underlines with a proposal, the author accepts or rejects each one. Useful for legal documents, contracts, technical specs — anywhere arbitrary rewrites are a problem.

AI editing is built into the editor: select a paragraph, hit Cmd+J, pick "shorten", "make more formal", "translate", "check grammar", "continue". On a 500-word brief AI writes a draft in 8 seconds — then you tune it to your tone.

Version history stores every change. You can roll the document back to "yesterday 14:00" in one click — handy when somebody accidentally deletes half a page.

  • Realtime up to 50 editors — plenty for a doc-led workshop.
  • Suggest mode for contracts — edits are visible, accepted or rejected.
  • AI "shorten / rewrite / continue" cuts draft time by 60%.
inline comment · thread

The new checkout reduces drop-off by 18% on iOS Safari compared to baseline.

IO

Irina · 2m

Is this with the new SDK or polyfill?

AK

Alex · just now

New SDK only. Polyfill kept old number.

Reply…
04

Розділ

A product team's week in documents

Monday, 10:00. Standup — the manager opens the "weekly standup" template, writes down what was discussed. Action items become a checklist, each item turns into a Kanban task via "/task".

Tuesday. The PM writes a brief for a new feature using the PRD template: goals, metrics, edge cases, technical requirements, design (embed Figma), dependencies. Tags the designer and the tech lead with @.

Wednesday. Legal opens the PRD in suggest mode, leaves edits on the "privacy" section. The PM accepts half, rejects the other half with comments. Thursday — a finished client contract gets a public link, the client reads it without an account, leaves a comment on one sentence.

Friday. Weekly retro — six people edit simultaneously, each in their own section. Export to PDF for archive + action items to Kanban. The document closes.

  • Templates (PRD, standup, retro, 1-on-1) — so structure repeats itself.
  • @mentions and /tasks — so the doc is an entry point into the work.
  • Public link for clients — no account, read-only or with comments.
version history
today · 14:32current

Alex · edited 3 paragraphs

today · 11:08

Irina · accepted 4 suggestions

yesterday · 18:24

Mark · added “delivery” section

yesterday · 09:50

Alex · first draft

05

Розділ

When a document is the wrong tool — and what to use instead

Documents are a good fit for working text with a horizon of up to a month. If the text needs to live a year and be findable by new hires six months from now, it's not a document — it's a knowledge base page. Documents are flat (no subpage tree), pages are hierarchical with unlimited nesting.

Personal quick thoughts — not a document. If it's a 30-second idea or a shopping list, use private notes. Documents need a title, a share decision, context. Notes are just Cmd+N and start typing.

Visual layout (mind maps, user flows, architecture diagrams) — not a document. That's a whiteboard. A linear editor can't show 2D relationships between blocks.

Structured task execution — not a document. If you have 30 items and need to filter by status/owner, use Kanban, not a checklist that runs three screens deep.

  • Year+ content → pages with hierarchy.
  • Personal quick thought → notes, not document.
  • Visual thinking → whiteboard. Execution → Kanban.
documents vs pages
DDocuments

Work-in-progress text: briefs, PRDs, contracts.

lifecycle: days–weeks
flat structure
realtime + suggest
PPages

Evergreen knowledge: SOPs, onboarding, wiki.

lifecycle: years
nested tree
owners + review

transient → docs · evergreen → pages

Quick takeaways

  • 1Documents = block editor for working text, from a brief to a contract.
  • 2Templates, embeds, the /-menu — so writing is fast and consistent across the team.
  • 3Realtime + suggest mode + AI — what saves time on review and drafts.
  • 4If content lives a year, move it to pages. If it's a personal thought, drop it in notes.
Integrations

Plug in the tools you already use

This feature connects to the apps your team already lives in.

  • Google Drive
  • Notion
  • Loom
  • Figma
  • Slack
  • Dropbox

Frequently Asked Questions:

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Documents — real-time collaborative editor | Easylim