Creating a Doc:

There are three ways to create a doc in GrokSpark.

1. From “blank” using the doc builder
2. By cloning an existing doc
3. By starting from a doc template

Creating a Doc using the Doc Builder:

This section is for users who wish to create a doc starting from “blank”.

Navigate to Messaging Docs > All Docs from the main menu. Click on the New Doc button in the top right and select Blank from the dropdown. This will open the doc builder where you can name your doc and add messaging sections. You can also add filters.

At the top of the Doc Builder add your doc name and owner (default is you).

If you want to add Doc Filters just expand the Doc Messaging Filters section and you have the option to add a filter or filters for the Doc. Once you select the message type for the filter you can then select one or more Message(s) from the box below each filter.

Once you’ve added your filters (don’t worry, you can change them later if you want) you can go down to the Doc Messaging and Text section below. Here you can add one or more Messaging sections or Custom Text sections which determine what information will show up on the doc after any filters (you previously created) have been applied.

A Custom Text section can be used to add any explanatory text at the top of the doc or ahead of any of the sections. You can enter any text you want using the markdown editor. You can also apply formatting to help you get your point across. To preview what it will look like in the doc, click the eye icon above the text box.

Messaging sections will make up the core of your doc. You can report on anything you’ve added to the messaging hub. Once you’ve clicked the button for New Messaging Section you can then select which message type you want to see fields from.

Next you can choose which field or fields you want to see from that message type in the section.

Lastly, you can group the message fields by another message type. This is useful for things like showing features grouped by the benefits they create. Or challenges grouped by the personas that have them.

Continue adding Messaging sections and Custom Text sections until you have completed your doc. Then in the top right you will click the Save button and either save as a Doc or (if you are an admin) as a Template.

Once saved, you can close the builder to view the doc or you can continue building. Just remember to click the Update button after any additional changes to make sure you save them.

Creating a Doc by cloning:

• Navigate to the doc you want to clone from.
• Click on the New Doc button
• Select Clone from the dropdown
• Enter the name of your new doc (you can change it later)
• You will be directed to the Doc Builder where you can make any changes to the filters and/or messaging and custom text lists.
• When you are done with your changes, click the Update button in the top right.

To see how to edit filters and sections in docs see Creating a Doc using the Doc Builder above.

Creating a Doc from a Template:

• Navigate to the Messaging Docs section and click the New Doc button
• Select From Template in the dropdown
• Choose a template to create a doc from
• In the New Doc from Template box, enter a new name for your doc and choose any messages you want to use in the template filters for each of the filters in the template.
• Click Create Doc.

To see how to edit filters and sections in docs see Creating a Doc using the Doc Builder above.

Modifying an Existing Doc:

• Navigate to the doc you want to modify and click the Edit button.
• Change the Doc Details, Doc Filters (if applicable), Messaging Sections and Custom Text Sections as described in the Creating a Doc using the Doc Builder section above.
• Click the Update button when finished.

Click the Close Builder button to see the updated doc.