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Creating Documents

Copera makes it easy to create new documents, nest them inside other documents, and rearrange your entire document tree with drag and drop. This page walks you through every way to create and organize documents.

Creating a New Document​

There are several ways to create a document:

  1. From the sidebar --- Click the + button at the top of the document tree. A new untitled document opens immediately in the editor.
  2. Inside a parent document --- Hover over an existing document in the tree and click the + icon that appears to its right. The new document is created as a child, nested inside the parent.
  3. From the Command Palette --- Open the Command Palette with Ctrl+K (Windows/Linux) or Cmd+K (Mac), then search for the create document action.

Once a document is created, you can start typing right away. The document title is the first thing you set --- just click the title area at the top and type a name.

Nesting Documents​

Documents can be nested to any depth, creating a hierarchical tree that mirrors the way you think about information:

  • Create a child --- Hover over a document in the tree sidebar and click the + icon to add a child page directly beneath it.
  • Drag and drop --- Click and hold any document in the tree, then drag it onto another document to make it a child. Drop it between documents to reorder it at the same level.
  • Move via menu --- Right-click a document or use its context menu to move it to a different parent.

Nested documents inherit the navigation context of their parent, so users can browse through your tree naturally using breadcrumbs and the collapsible sidebar.

Icons and Covers​

Make your documents visually distinctive with custom icons and cover images:

  • Icons --- Click the icon area to the left of the document title to open the icon picker. Choose an emoji or upload a custom image. The icon appears both in the editor header and in the document tree, making it easy to spot documents at a glance.
  • Covers --- Click the Add Cover area at the top of the document to add a cover image. You can upload your own image or choose from the built-in gallery. Adjust the vertical offset to frame the image just right.

Organizing the Document Tree​

As your workspace grows, keeping the document tree organized becomes important:

  • Reorder --- Drag documents up or down in the tree to change their order within the same parent.
  • Collapse branches --- Click the arrow next to any parent document to collapse or expand its children. This keeps the sidebar clean when you have deeply nested structures.
  • Sections --- Documents are split into sections like My Docs, Team Workspace Docs, Shared With Me, and Starred for quick orientation.

Moving Documents​

To move a document to a different location in the tree:

  1. Drag and drop --- The most direct method. Grab the document and drop it at the desired position.
  2. Context menu --- Right-click the document and select the move option. Choose the target parent from the dialog that appears.

Moving a document also moves all of its child documents, preserving the entire sub-tree.

Duplicating Documents​

To create a copy of an existing document, use the context menu on the document in the tree and select Duplicate. The duplicate is created at the same level as the original and includes all content, but does not copy the sharing or permission settings.

Deleting and Restoring​

Deleted documents go to the Trash rather than being permanently removed. You can restore a document from the Trash at any time, or permanently delete it when you no longer need it.

Next Steps​