file-linesHippoly Docs

Hippoly Docs lets you create, edit, and collaborate on rich text documents directly in your workspace, with real-time editing, version history, and built-in e-signing.

Understand Hippoly Docs

Hippoly Docs is a collaborative document editor built into your workspace. It lets your team write, review, and approve documents without leaving Hippoly, so the latest version, the discussion around it, and the signed copy all live in one place.

Collaborative document editing in Hippoly

Documents in Hippoly go through a clear lifecycle. A new document starts as a Draft that only you and the people you invite can see. When it's ready, you share it with the rest of the workspace and it becomes Shared. If the document needs to be formally approved, it can be e-signed directly in Hippoly — after signing it's locked as read-only, and anyone with access can download the signed PDF.

What Hippoly Docs enables

  • Write together in real time. See your collaborators' cursors and edits as they type, so there's no need to pass documents back and forth.

  • Control visibility with drafts. Work privately with a few invited editors before sharing a document with everyone in the workspace.

  • Manage versions safely. Start a new version of an already shared document without affecting what the rest of the workspace sees until you're ready to publish the changes.

  • Review full history. Every version is saved automatically. You can browse earlier versions, see what changed, and restore a previous version if needed.

  • E-sign directly in Hippoly. Send the document for signing without leaving the workspace. Once signed, the signed PDF is stored alongside the document.

  • Work from templates. Start from a blank page or pick one of the built-in templates. You can also save your own documents as templates for the rest of the team to reuse.

  • Organise inside folders. Documents live in folders just like files, so you can move them around, share folder-level access, and use them in meetings.

Hippoly Docs FAQ

chevron-rightWho can see a document I create?hashtag

New documents start as Drafts, which means only you and the people you explicitly invite as collaborators can see them. When you're ready to let everyone in the workspace see the document, you share it and it becomes Shared. See Document statuses for more details.

chevron-rightWhat's the difference between a Viewer and an Editor?hashtag

When you invite someone to a draft, you can choose their role. Editors can make changes to the document, while Viewers can only read it. You can change a collaborator's role at any time from the share dialog. See Invite collaborators.

chevron-rightCan I edit a document that's already been shared?hashtag

Yes. On a shared document, you can start a new version. The changes you make are only visible to you and your collaborators until you publish the changes. Everyone else continues to see the previously published version.

chevron-rightWhat happens to a document when it's signed?hashtag

Once a document has been e-signed, it becomes read-only. No one can make further changes to the content, not even the original author. The signed PDF is stored with the document and can be downloaded by anyone with access.

chevron-rightCan I recover a document I deleted by mistake?hashtag

Yes. Deleted documents are moved to the trash and can be restored from there. See Delete document.

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