A Foleon Doc is the finished product your audience will see. In this article, we show you how to create a new Doc in the correct project.
💡 Every Foleon Doc is part of a project. Learn more about projects here.
In this article
Create a new Foleon Doc
From the Foleon dashboard, you can create a new Doc in three ways:
- Use the “+ Start new Foleon Doc” button
This is the quickest way to start a new Doc. When creating your new Doc, you'll be asked whether you'd like to begin from scratch or start with a template.
- Start from a branded template:
If your workspace has branded templates, you can start with one of these directly.
Double-click a template or use the quick actions menu (three dots), then select Start.
💡 Learn more about shared templates here
- Start from a Foleon template:
Foleon offers ready-made templates for a range of use cases like sales hubs, reports, inspiration magazines, and more. Double-click a template or select Start from the quick actions menu.
💡 Learn more about Foleon templates here
💡 You can also start a new Foleon Doc from a specific Project or via the Docs page.
Name your Foleon Doc
Give your Doc a name. This name will be displayed in the dashboard, in the browser, and on social media. You can always change this later.
💡 You'll be able to customize the URL of your Doc later by editing the Foleon Doc Alias in the Doc Settings.
Choose a content type
From the dropdown, select the content type that best describes your Doc — for example, an annual report or brochure.
This won’t affect which features are available, but helps you categorize Docs. This also helps us better understand what type of content our customers are creating!
Link your Foleon Doc to a project
Every Foleon Doc must be linked to a project. Select an existing project from the dropdown.
If you created your Doc directly from your project, this field will already be pre-filled. You can always move your Doc to a different project later.
📖 Read more about projects in the article Working with projects.
Start from scratch or a template
You can start your Doc from scratch, from one of your Doc templates, or from a Foleon template.
💡 Starting with a template saves time and ensures design consistency.
If you are starting from a Doc or Foleon template, choose one of the templates in the dropdown. Use the eye icon to preview templates before selecting.
Apply a Brand Kit
Choose a Brand Kit to apply to your Doc. This ensures your fonts, colors, logos, and spacing match brand standards right from the start.
If a Default Brand Kit has been assigned to your workspace, this will be automatically applied.
📖 Read more about Brand Kits in the article Govern your brand with a Brand Kit.
Save and start editing
Once everything is set, click Start new Foleon Doc. You’ll be taken to the editor, where you can build pages and add content.
⚠️ Before you begin editing, it’s a good idea to review your Foleon Doc Settings.
