A FlexDoc is a flexible document where you can write, store, and share information in Joy, similar to a Microsoft Word or Google document.
✨ To learn how to view or assign a FlexDoc, see Viewing and Assigning FlexDocs.
Creating a FlexDoc
To create a new FlexDoc:
Go to your Knowledge Center.
Navigate to the folder where you want to create your FlexDoc.
Click +New, then FlexDoc.
This will open a draft FlexDoc in the FlexDoc Editor.
By default, you will start with a blank page where you can click the
Information icon to edit the FlexDoc’s information, such as its name and description, and start adding content.
To quickly rename a FlexDoc from the FlexDoc Editor, hover over the name and then click the
Edit icon.
When you're ready to make your FlexDoc visible to other users, click Publish.
Editing a FlexDoc's content
To edit the content of your FlexDoc, find it in the Knowledge Center and click on the card. While viewing the FlexDoc, click the
Edit icon.
This opens a draft of the FlexDoc in the FlexDoc Editor.
From here, you can manage your FlexDoc’s pages and add content such as text, images, and videos. You can even use the built-in AI to help you generate content.
When you're ready, publish the FlexDoc to share it with your users.
Editing a FlexDoc's settings
To edit your FlexDoc’s settings:
Locate the FlexDoc in your Knowledge Center.
Click the
Admin View icon.
This opens the FlexDoc Admin panel.
View the Details tab.
Click the
Edit icon. Edit the FlexDoc’s fields and settings.
Click the
Save icon.
You can also edit a FlexDoc’s settings by clicking the
More Actions icon on the FlexDoc’s card in the Knowledge Center, then Edit Details.
Alternatively, if you’re viewing the FlexDoc, you can click the
Admin View icon.
If you're in the FlexDoc Editor, click the
Information icon.
FlexDoc fields and settings
The FlexDoc Admin panel features two tabs: Overview and Details.
All of the FlexDoc’s fields and settings are found on the Details tab, organized into two sections.
Basic Info
Title: The name of the FlexDoc. Be sure to pick a name that is clear, specific, and provides enough detail so that users know what they can find in the FlexDoc.
Status: The state (e.g., Active, Inactive) of the FlexDoc. Inactive FlexDocs are only visible to users with Owner access.
About: A description of the FlexDoc. Consider using this space to provide your users with a high-level description of the FlexDoc, allowing them to determine whether it’s relevant to their needs. For example, describe what the FlexDoc contains, provide a summary of the document, or list its main sections.
Advanced
API ID (view only): The ID you can use to reference the FlexDoc if you’re using the Joy API.






