Getting Started with Docs

What are Docs?

Docs are simple pages for things you want to write down and share: a client handbook, a launch plan, notes for your team. They live under + More in your Simplero Dashboard menu.

Creating a New Doc

1. Navigate to + More > Docs from your Simplero Dashboard.

2. Click New Doc.

3. Start typing. The first line becomes the title, and you can rename it any time.

Writing and Formatting

You can write in plain text with headings, lists, and tables. If you prefer, switch a section to Markdown using the # button in the editor. You can also add regular page builder sections and HTML sections when a doc needs more complex layouts or embeds.

AI-Powered Doc Creation

Your AI tools (like Simplero Coach) can create and edit docs too, through the API (/api/v2/docs). This means an assistant can write a doc for you and you only polish it.

Sharing a Doc

Share a doc from the Share button in the editor. You have two sharing options:

• Invite people by email — Each person signs in with a Simplero login to read it.

• Anyone with the link — Anyone who has the link can open it, no login required.

The link stays the same either way, so you can change who can open it without sending a new link.

Creating a Public Docs Library

Want a public library of your docs? Here's how:

1. Open a public doc's settings.

2. Turn on In docs index.

3. The doc will now appear at /docs on your site.

You can organize your docs library using:

• Labels — Sort docs into categories.

• Facets — The same filters you use for products and courses. Your visitors can filter the docs index by them.

Where to Find Docs

Docs are under + More in the menu. Open Docs and click New Doc to try it.