Documents

What's included

About this module

Most teams keep their operating data in one system and everything they write about it in another, then keep the PDFs somewhere else again. The quarterly review deck, the budget worksheet, the policy document, the signed W-9 — all of it ends up in files that go stale the moment a number changes, in folders nobody else can find. Documents closes that gap by putting every written artifact inside the platform that already holds the records.

Documents are full rich text — headings, lists, tables, images, links — with an outline you can navigate and a word count that keeps you honest. Spreadsheets do what a spreadsheet has to do: formulas, multiple tabs in one workbook, cell formatting, and .xlsx in and out, so a file somebody sends you opens and a file somebody needs leaves. Decks are a real design canvas, not a template picker — shapes, lines and arrows, editable tables and charts, an icon library, embedded video, gradients, shadows, opacity, grouping and z-order — plus one-click layouts when you would rather move fast than fuss.

The fourth artifact is the one you did not author: a PDF somebody sent you. Upload it, fill the form fields, and sign it on the canvas, right where the rest of the work lives. Every signed PDF carries a Verified-by-Turtini QR and a SHA-256 stamp, so "is this the version I actually signed" and "has anyone touched it since" are questions with answers rather than arguments. And because each one attaches to the record it belongs to — an account, a contract, a project, an employee file — opening the record shows you the paperwork.

All four share your Brand Kit. Change the accent color or the font pairing once and every document, sheet, and deck restyles with it, which is the difference between having a brand and having a folder of files that mostly match. They share the asset library too, so an image you upload for a web page is already in the picker when you are building a slide.

Pull live figures onto a page or a slide and they stay linked — a Gantt from Planning, a deal summary from Opportunities, a section from a Runbook, a balance from Accounting. When the source moves, the slide moves with it. Bring in work you already have: import a .docx, .xlsx, or .pptx and it rebuilds as real, editable objects rather than a flat picture of itself.

When it is time to present, run presenter mode with your team co-editing in real time, or build a Presentation that strings decks together with full-screen webpage sections in between and click through the whole thing in one tab. Turn on Follow-along and a QR appears on the slide: the room watches on their own phones with no login and one-tap saves their own copy.

Nothing here has a Save button to forget. The authoring surfaces write on a debounce and tell you where they stand with a Saving / Saved indicator, because losing an hour of work to a closed tab is not a user error. And none of it is admin-only — any member of your org can open what the team has written, and anyone with editor access can add to it.

What you can do with it

• Write the board packet as a document, build the budget worksheet as a sheet, and present the whole thing as a deck — all off the same numbers

• Fill out a vendor W-9 inline and attach it to that vendor's account

• Sign a purchase agreement on your phone and hand over a PDF that proves it was never altered

• Build a customer review deck with live deal-status, support, and accounting figures that refresh themselves

• Import an existing .pptx and finish it as an editable deck instead of rebuilding it slide by slide

• Keep HR paperwork against the employee record, with a stamp on every version

• Draft policies, SOPs, and proposals where the rest of the org can actually find them

• Run a talk that flows from slides to a live dashboard and back, with the room following along on their phones