Through this guide, we will be going over creating, editing and sharing a document. For further information visit Google’s Support Center.


1.

GETTING TO GOOGLE DOCS

To work in Google Docs you must have an account with Google Office Suite. If you have a Gmail account, you already have access to using other Google tools such as Google Docs, Google Sheets, Google Slides, Google Forms, etc. (this is a free service)

So first sign in to your account.


2.

WHY CURLYHOST USES GOOGLE DOCS

When working with us on a project, often times back and forth notes are needed. We have found that Google Docs is a great way to communicate directly with the nitty-gritty information and details. From checking what needs to be done, edit requests, and creating new copy Google Docs allows us to quickly and efficiently communicate before, during and after a project.


3.

CREATE A GOOGLE DOCUMENT

Once signed in, you can create a new document by clicking the ‘Blank’ template (or by selecting a template already created).

After clicking the ‘Blank’ template, a new page will open that looks very similar to a Word document or email (if you’re familiar with those platforms).

 

Make sure to enter a document title, this is what your document will be saved as (and can be edited at any time).


4.

VIEW DOCUMENT OUTLINE

A great feature Google Docs offers is creating an outline. An outline can show the main points of a document and even link to each title making document navigation simple. There are two ways to view an Outline:

    1. Click the tab on the left side of your screen
    2. Click ‘View’ > ‘Show Document Outline’

The outline of a document is automatically created when you are typing out your copy. By setting your text as headers (different font sizes) you will create outline titles/links.

EXAMPLE: In this guide (if you are viewing it in Google Docs) – when you click on the outline you’ll see each topic we talk about. By clicking on the different titles in the outline you will be brought to that specific section in the document.


5.

WRITING & TEXT FEATURES

In Google Docs you can do a lot more than just write simple text. You can create lists, link text to website pages, highlight completed tasks and much more. To make these edits you’ll use the bar near the top of your screen. By hovering over each item, a description of what it does will pop up. Go over each to help familiarize with they do.

EXAMPLE: If you want to bold text, highlight the text you want bolded and click the bold icon.


STEP 6.

ADDING COMMENTS

When reviewing a document, comments/suggestions can be very helpful to leave notes for others going through the same document. It is a feature that allows you to make notes without making adjustments to the actual document. There are a couple of ways you can do this.

    1. Have your mouse in the section you want to comment on. Left-click, and click on ‘Comment’.  That will highlight the section you want to comment on.
    2. Highlight the text you want to comment on, go up to ‘Insert’ > ‘Comment’ and type your comment in that same text box.

Once a comment is made, other editors can make further notes on that same stream, resolve/remove or create a new one.*** Sidenote: If you want to make document comments but want them directly on the pages, make the text a different color. For example: You can highlight what edits have been made and write in red what needs to be done. This is another great way to make notes when going through website revisions.


7.

INSERTING IMAGES

Another great feature of Google Docs is that you can add images and screenshots. If your talking about a specific thing that could use a visual for further explanation, adding an image can help! Simply have your mouse where you want the image to go, click on ‘Insert’ > ‘Image’. You then have different access points; Upload from your computer, Google Drive, etc. to pull an image from.

You can also add a screenshot by pasting in the document.


8.

SHARE/SAVE DOCUMENT

SAVE: When creating documents they will automatically be saved to your ‘Docs Home’ (access by clicking the blue paper icon in the top left corner of your screen). You can also save to a specific folder on your computer or in Google Drive. To save in a specific location, click the light gray folder and select a location. Once the location is selected click the blue ‘Move here’ button.

DOWNLOAD: If you need the file type of be a PDF, Word Document, etc. click on on ‘File’ > ‘Download’ > and then whatever file type you want to save as.

SHARE: Sharing allows other people to access your document, edit your document, or download your document. In the top right corner of your screen, click the blue share button. That will open a popup with a link. That link can have different access points by selecting the drop-down ‘Anyone with this link…’ can edit, comment, or can view. That way you can share documents with someone to just read and comment if you don’t want them to make adjustments.