Write it once.
Work on it together.

Where to find it

Open the Claude app and go to the Artifacts tab.

Near the top you will see a row called "Make something new" with three tiles: Docs, Slides and Design. Each one has a Beta label. Hover over Docs and you get the short description from Part 01.

Step 1: Create a doc

There are three ways in. Pick whichever fits how you already work.

Now, if your team lives in Claude Code, it works there too. On the desktop app the doc opens in a side panel. In the terminal, you get a link to open it.

So what should you ask for? Be specific about who the doc is for and what sections it needs. Here is a prompt you can copy.

Create a Claude Doc for my team.

WHAT IT IS
[Describe it in one line, e.g. "our weekly team meeting notes" or "the step-by-step process for onboarding a new client".]

WHO READS IT
[Who uses it, e.g. "my 4-person sales team" or "new hires in their first week".]

SECTIONS
[List the sections you want, or say "suggest the sections for me".]

FORMAT
- Use headings for each section.
- Put any steps in a numbered list.
- Put tasks in a checklist so people can tick them off.
- Put anything with owners and dates in a table.

Keep the language plain. If you need information from me to fill a section, leave the section short and ask me at the end.

Step 2: Build it out

Once the doc is open, you can shape it yourself without going back to the chat.

At the top of the doc you will see the date and the author. Above that is a small toolbar with buttons for a table, an image and a checklist, plus a "+" button.

1. Click the "+" button to open the insert menu. You get a bulleted list, a checklist, a date, a dropdown and a numbered list.
2. Need more? Type / anywhere in the document to see the rest of the options.
3. Add a table with the table button. Then right-click inside it to add or remove rows and columns.
4. Use a checklist for anything people need to tick off, like action items from a meeting.
5. Use a date block for deadlines, and a dropdown for things like a status (for example: not started, in progress, done).

Anthropic's help page also lists headings, tables, tabs, charts, diagrams and timelines as things a doc can hold. So if a process is easier to follow as a diagram, ask Claude for one.

Update my Claude Doc "[doc name]".

1. Add a table called "Action items" with these columns: task, owner, due date, status.
2. Make the status column a dropdown with: not started, in progress, done.
3. Add a checklist at the top called "Before the next meeting".
4. Do not change any of the text that is already in the doc.

Step 3: Invite your team and pick roles

This is where a doc becomes a team doc. And the role you give each person matters.

Here is what I see in my own app:

1. Click the Share button at the top right of the doc.
2. Type the email address of the person you want to invite.
3. Choose their role from the dropdown next to the email: Editor, Commenter or Viewer.
4. Add a message if you want. The app says the message only goes in the invitation email for people who already have a Claude account.
5. Click Send invite. Or use Copy link to share a link instead.

Which role to give who

Start everyone on the lowest role they need. You can always move them up later.

Step 4: Review with comments

Comments keep the feedback on the doc, right next to the words it is about.

1. Select the text you want to talk about.
2. Leave your comment on it.
3. To see every comment on the doc, click the comments icon at the top right, next to Share.

Now, one thing to plan for. If you invite someone from outside your organization, they can't @mention other people or ask Claude in a comment. So for outside reviewers, ask them to leave plain comments, and have someone on your team act on them.

Read the open comments on my Claude Doc "[doc name]".

1. List each comment in a short table: what it says, which section it is on, and what change it asks for.
2. Group them: clear changes I can make now, questions I need to answer, and comments that disagree with each other.
3. Do not edit the doc yet. Wait for me to say which changes to make.

Step 5: Export it or send it on

Sometimes the doc has to leave Claude. A client wants a PDF, or your team runs on Google Drive.

1. Click Share at the top right.
2. Switch to the Export tab.
3. Pick where it goes.

Anthropic's help page lists Word, PDF, Markdown and Google Docs. Notion showed up in my app too. Export is for editors, so a Viewer or Commenter won't be able to do this.

Four docs worth trying first

These are ideas to start with. Pick the one your team argues about most.

What it can't do yet

Docs is in beta. Know these before you move a team process onto it.