How to Create and Manage Documents in Hoicko – Step-by-Step Guide

Introduction to Hoicko DOC

Hoicko DOC is a built-in document management feature within the Hoicko no-code platform. It allows teams to create, edit, organize, and share documents directly inside their workspace — eliminating the need for separate tools like Google Docs or Microsoft Word. Whether you need internal SOPs, project briefs, meeting notes, or client proposals, Hoicko DOC makes document management seamless.

How to Create a New Document in Hoicko

Follow these simple steps to create your first document in Hoicko:

1. Log in to your Hoicko account at app.hoicko.ai.
2. Navigate to your Workspace from the left sidebar.
3. Click on the "DOCS" section or select "New Document" from the workspace menu.
4. Give your document a descriptive title — use keywords relevant to its purpose for better searchability.
5. Start writing your content using the rich text editor—add headings, lists, tables, images, and links.
6. Click "Save" to store your document. Hoicko auto-saves drafts to prevent data loss.

How to Organize Documents in Hoicko

Keeping your documents organized is key to a productive workflow. Here is how to structure them in Hoicko:

• Books: Group related documents into Books (e.g., "HR Policies," "Product Guides," "Client Contracts").
• Chapters: Within each book, create chapters to categorize content further (e.g., "Onboarding" and "Leave Policies").
• Pages: Each chapter contains individual pages — your actual documents or articles.
• Tags: Add tags to pages for quick filtering and discovery.

How to Edit an Existing Document

1. Open the document you want to edit from your workspace.
2. Click the "Edit" button in the top-right corner of the document page.
3. Make your changes using the rich text editor.
4. Click "Save Page" to publish your updates.
5. Use "Set Changelog" to note what was changed and why — great for version tracking.

How to Share Documents with Team Members

Hoicko makes document sharing easy within your workspace:

• Invite Members: Add team members to your workspace so they can access shared documents.
• Link Sharing: Copy the direct URL of any document page to share it with specific individuals.
• Role-Based Access: Control who can view, edit, or manage documents through workspace roles.

Key Features of Hoicko DOC

• Rich Text Editor: Format text with headings, bold, italics, lists, tables, and more.
• Image Support: Embed images directly into your documents.
• SEO Keywords: Add SEO keywords to each document page for better discoverability.
• Version Tracking: Use changelog entries to track document updates over time.
• Favorites: Mark frequently accessed documents as favorites for quick access.
• Search: Use the built-in search to find any document instantly across all your books.
• Cover Images: Add cover images to books and pages for a professional, branded look.

Best Practices for Document Management in Hoicko

• Use clear, descriptive titles for all documents — they improve searchability and SEO.
• Organize documents into logical books and chapters to reduce clutter.
• Add SEO keywords to every page for better Google and AI engine discoverability.
• Use headings (H1, H2, H3) within your document to structure content clearly.
• Regularly review and update documents to keep information accurate and current.
• Add tags to pages to group related content and enable quick filtering.

Use Cases for Hoicko DOC

Hoicko DOC is versatile and can be used across industries and teams:

• HR Teams: Employee handbooks, onboarding guides, and HR policies.
• Sales Teams: Proposal templates, client briefs, and product sheets.
• Product Teams: Feature documentation, product roadmaps, and release notes.
• Support Teams: FAQs, troubleshooting guides, knowledge base articles.
• Operations: SOPs, process documentation, compliance records.
• Education: Course materials, lesson plans, student guides.

Need Help with Hoicko DOC?

If you run into any issues while working with documents in Hoicko, our support team is ready to help:

• Email: Hello@hoicko.ai
• Phone: +91-9928122460
• Chat: Use the live chat button on help.hoicko.ai