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Gorelo provides two types of documents:
  • Unstructured documents are blank documents, such as provided in apps like Word or Notion. These documents are useful for documenting a ‘how to’ guide but not the best fit for something where very specific information needs to be captured,
  • Structured documents are based on forms. You create them by:
    1. Building out a form that asks for the specific information you want.
    2. Fill this form for each entry you want to. For example, each printer, network rack, application, and more.

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Documents visibility

Document visibility can be customized from the sidebar in Documents > select the document > click the three dots menu. Each document can either be:
  • Private: Only you and your team can access it. You can share direct access to the document with your team by copying the link from the Copy Link option. To access the document from the link, the user has to be signed into Gorelo.
  • Public: Anyone with the public link can access the document. You generate a public link by toggling the Public Link option. To share the public link, click the copy icon next to it.
  • Private and shared with selected clients: All clients logged into the Client Portal can access the document when you toggle the Share to Portal option.