myCaribou docs

Easily create, edit, view, share and collaborate in a myCaribou doc with your partners

Creating a myCaribou doc:

  • You can create myCaribou docs through your My Partners dashboard or through your workspace. If you're new to myCaribou's partner management tools, view Getting started with My Partners
    • If using My Partners, click the File icon, then click "Add file" and then "myCaribou doc"
    • If adding a myCaribou doc to a Workspace, open the Workspace, then click the "Files" tab and then "Add myCaribou doc"
  • Give your document a title
  • Select the tags that apply to the content of your doc. Tags help categorize your doc. 
  • Add a description and then click "Create and edit myCaribou doc"

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Editing and saving a myCaribou doc:

  • After setting up your doc, you will be taken into edit mode
  • Please note that while you are editing a myCaribou doc, it will be locked for others until you save or cancel any changes you've made.
  • Use the different tabs to navigate between the tools at your disposal:
    • File
      • Import an existing document into myCaribou docs
      • Export a myCaribou doc into different formats
      • Print your work

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    • Home
      • Use the tools here to customize your text

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    • Insert
      • Insert tables, images, bookmarks and hyperlinks
      • Add a header, footer, page counter or number as well as text boxes

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    • Page Layout
      • Determine the margins of your doc, orientation as well as size of the page
      • View the text in columns and add page breaks
      • Add background color to your pages

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    • References
      • Create and manage a table of contents and figures, insert captions into pictures, tables or equations

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    • After you finish editing a myCaribou doc, save your work

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    Make a copy or create a template of your myCaribou doc:

    • You can copy a myCaribou doc by clicking on the arrow alongside "Edit" and selecting "Copy"
    • Template a myCaribou doc by clicking on the arrow alongside "Edit" and selecting "Save as template"
    • You may apply saved templates when creating a new myCaribou doc

    Share your myCaribou doc:

    • Share a myCaribou doc with others by clicking the arrow alongside "Edit" and selecting "Share"
    • Select users or user e-mail addresses with whom to share your doc

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    Add files and comments to your myCaribou doc:

    • To add a file to your myCaribou doc, click on the clip icon, left of the "Edit" button and upload your files
    • To leave comments on your myCaribou doc, click on the chat icon, left of the "Edit" button and write your message

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