Doc Settings Menu

Customize and take complete control of your content with the powerful and flexible settings and preferences available for each Doc in your Workspace.

Check out the other settings menus available in Docs

• Settings and preferences

• Page settings menu

• Page Details menu

Doc settings menu options

Access the Doc settings menu

• Either open the settings sidebar and click on the Doc settings icon

• or click on the Doc settings icon from the quick access sidebar

Rename

Change the name of a Doc.

Duplicate

Create an identical copy of this Doc in your Workspace.

Copy link

Copy the internal link to the Doc to the clipboard. This link will only work for people with access to the Doc in your Workspace.

Favorite

Add the Doc to your Workspace favorites.

Add to

Add your Doc to a task as an attachment, to a Location as a Doc view, or to the Sidebar alongside the Spaces, Folders, and Lists in the hierarchy.

Save as Template

Create or update a Doc template.

Apply Template

Find and use a Doc template.

Share

Share this Doc with other people, or publicly via web. Set permissions to control who can do what with this Doc and any pages.

Archive

Archive a Doc.

Delete

Send the Doc to the Trash.

Last edited by

See who last changed the Doc, and when.

Doc Tags

Doc tags help you keep your Docs organized and easy to find.

Public Doc view

Enable public sharing of your Doc to generate a unique URL and share content with people outside of your organization.

• Copy public link

• Advanced settings

Want to learn more?

• Learn more about the features and use cases for ClickUp Docs

• Check out the other settings and preferences available for Docs