A Post Document in Reports.re is a special file used to store the title and description of a post. This makes the publishing process faster and more accurate, especially when managing multiple cards or uploading to various platforms.
You can either create a new Post Document from scratch or convert an existing document into one.
1. Create a New Post Document
- Navigate to the "Files" section in a card or task.
- Right-click anywhere in the file manager.
- Select "Create Post Document" from the context menu.
2. Fill Out the Post Document
- Enter a Document Title.
- Enter a Post Title.
- Enter a Post Description.
- Click "Save" when you're finished.
3. Use a Post Document for Publishing
- Right-click on file.
- Choose "Publish to", then choose your publishing platform.
- Click "Get Text".
- Select the Post Document you created and click "Save".
- The Title and Description fields will auto-fill with the content from the document.
4. Convert a Regular Document to a Post Document
If you've already written a post's title and description in a regular document:
- Right-click on the document.
- Select "Convert to Post Document".
- The document will be transformed and made compatible for publishing.
Conclusion
Using Post Documents can streamlines your publishing workflow in Reports.re. By storing your titles and descriptions in a structured format, you reduce repetitive work and ensure consistency across all your content. Whether you're preparing one post or publishing at scale, this feature helps keep everything fast and organized.