Peak Docs

How do I create a document in Peak Docs?

On the Peak Docs start page, write what you need, for example “Q4 board update” or “Meeting with Everglobe”. Peak first checks whether the document already exists, offers the last edition as a template and warns about duplicates of canonical documents. Otherwise Peak creates a new document with a fitting outline. “Blank” starts with nothing. + Create in the header works too.

1. 01Open Peak Docs.
2. 02Type what you're looking for or want to write in the search field.
3. 03Choose “Keep working”, “Use structure” or “Create”.

Who can see my document, and how do I share it?

Personal documents are private. Documents you create in a company workspace are visible to that workspace. Under “Share”, as the owner you decide whether the whole workspace may edit, comment or read, and give individual people from your workspaces a role. Anyone who is removed loses access immediately, even in an open tab.

1. 01Open the document.
2. 02Click “Share” at the top right.
3. 03Choose workspace visibility and people with their role.

How do I save a version and restore an earlier state?

Via “Versions” in the document. Peak saves automatically after longer work sessions, on every status change, before a restore and before changes by Ask Peak. You save your own versions with a name. When restoring, Peak first saves the current state as a version, and everyone sees the old state right away.

1. 01Open the document and then “Versions”.
2. 02Enter a name, such as “Sent to client”, and click “Save”.
3. 03To restore, choose “Restore” on a version and confirm.

How do I comment on a passage in a document?

Select text and choose “Comment”, or press ⌘⇧M. A comment without a selection applies to the whole document. In comments, you mention people, reply in the thread, mark them “Resolved” or turn them into a Peak task with “Task”.

1. 01Select the passage in the text.
2. 02Choose “Comment” and write your comment.
3. 03Under “Comments”, reply, mark it as “Resolved” or open it again with “Reopen”.
4. 04“Hide resolved” hides closed threads.

How do I export a document as PDF, Markdown or HTML?

Via the menu at the top of the document. It has “Print as PDF”, “Download Markdown” and “Download HTML”. The PDF is created through your browser's print dialog.

1. 01Open the document.
2. 02Open the menu at the top.
3. 03Choose “Print as PDF”, “Download Markdown” or “Download HTML”.

How do I import an existing document into Peak Docs?

On the Peak Docs home page with “Import (.md, .txt)”. Peak creates a new document from it. The file can have at most 400,000 characters.

1. 01Open Peak Docs.
2. 02Choose “Import (.md, .txt)” and the file.
3. 03The new document opens. It's private until you share it.

How do I ask someone to review a document?

Under “Properties” at “Status” with “Request review …”. You choose the people and optionally write what they should look out for. They see the request in their inbox. Anyone who can edit the document can request a review.

1. 01Open the document and then “Properties”.
2. 02At “Status”, choose “Request review …”.
3. 03Under “Who should review?”, choose the people and optionally write a note.
4. 04Click “Request review”.

How do I archive or delete a document?

At the very bottom of “Properties”. “Archive” takes it out of daily use, and “Unarchive” brings it back. “Delete permanently” removes it along with comments and versions and can't be undone. Only the owner can delete.

1. 01Open the document and then “Properties”.
2. 02Choose “Archive” or “Delete permanently”.
3. 03Confirm the deletion.

How do I make a document a template for the team?

Under “Properties” with the “Offer as template” switch. The document then appears on the home page under “Your templates” and when creating new documents. Anyone who can edit the document can set the switch.

1. 01Open the document and then “Properties”.
2. 02Turn on “Offer as template”.
3. 03It appears on the home page under “Your templates”.

Where do I store files that aren't documents?

In the “Files” tab of Peak Docs. There you upload PDFs, images, spreadsheets and other files, sort them into folders, tag them and link them to a company, person, project or product. Receipts from Peak Finance are there automatically. The same file uploaded twice stays one file.

1. 01Open Peak Docs, then “Files”.
2. 02Click “Upload” and choose one or more files.
3. 03Choose a file to set folders, tags and links.

How do we write a document together?

Everyone with edit rights writes at the same time; changes appear instantly for everyone, without conflicts. At the top right you see who's in the document; clicking a face follows that person through the document. Without a connection, just keep writing; Peak syncs everything once you're back online. The status at the top shows “Synced”, “Saving …” or “Offline”.

What do @ references, Peak tasks and decisions do?

With @ you reference people, companies, products, goals, tasks or other documents from Peak One. The reference stays connected to the object instead of being retyped, and the object knows about the document. You turn a checklist line into a real task via the selection or / → Peak task; it then appears in Day and Board and gets checked off in the document when it's completed there. With / → Decision, you record what was decided and why; all decisions are listed under Peak Docs › Decisions.

What are variables, and why are values “frozen”?

You maintain a variable such as {{Client}} or {{Month}} in one place; the same value appears everywhere in the text. Values are live at first. As soon as a document is set to “Approved” or “Published”, Peak freezes all values used, so the document stays exactly as it was approved. Under Variables, you can switch a value back to live.

What do status, freshness and “Canonical” mean for a document?

The status is “Draft”, “In review”, “Approved” or “Published”. Under “Freshness”, you set how often the document should be reviewed (every 30 days, every quarter, every six months, yearly or never); when it's due, it appears on the home page under “Review due”. “Canonical” makes a document the preferred source: it's found first and warns about duplicates. Only the owner can set that.

Why can't I change anything in a document?

Your role doesn't allow it. In that case it says “Read only” or “You can comment” at the top. If your rights were just removed, you see the latest state, but changes are no longer saved. Ask the owner to give you the “Edit” role under “Share”.

It says “Not saved” or “Saved · live not connected” at the top. What should I do?

“Not saved” means the last save attempt failed. “Saved · live not connected” means your changes are saved, but the live connection to the others in the document is down right now.

1. 01For “Not saved”, click “Try again” next to it. Don't close the tab before that.
2. 02For “Offline · keep writing, will sync automatically”, keep writing; Peak syncs as soon as you're online.
3. 03For “Saved · live not connected”, reopen the document and Peak reconnects the live view.

Why doesn't Ask Peak change my document right away?

Ask Peak only suggests changes: you see beforehand what will change, and you apply, discard or regenerate. If someone has changed the same passage in the meantime, Peak doesn't apply the suggestion, so nothing is overwritten. Peak answers questions such as “What has been decided?” directly from the text, without AI. Free writing with Ask Peak must be connected for the workspace.