Lanco

Documents

Create and manage business documents like proposals, contracts, and specifications in Lanco. Lanco's document management system helps you create, organize, and track important business documents. With AI-powered document generation and markdown editing, you can quickly create professional documents for your clients and projects.

Creating Documents

To create a new document:

  1. Click Documents in the sidebar
  2. Click New Document
  3. Enter a descriptive title
  4. Select the document type
  5. Optionally associate the document with a client and project
  6. Write the document content using markdown formatting, or use AI generation to create an initial draft

Document Types

Available document types and their uses:

  • Proposals: Project pitches and scopes of work
  • Contracts: Service agreements and terms
  • Specifications: Technical requirements
  • Requirements: Client needs documentation
  • Reports: Progress updates
  • Meeting Notes: Client discussions
  • Deliverables: Handover documentation
  • Other: Anything else

AI Document Generation

If you're part of the beta test group with AI features enabled, Lanco can help generate document content.

To use AI generation:

  1. Enter the title and select the type
  2. Click Generate with AI
  3. The AI considers the document type, client name, project name, and your instructions
  4. Review and customize the generated content
  5. Add specific details, adjust pricing, and ensure accuracy

To request access to AI features, contact andrew@flett.cc.

Markdown Formatting

Documents support full markdown syntax for formatting:

  • Headings: # Heading 1, ## Heading 2
  • Bold and italic text: bold, italic
  • Lists: Using - or numbers
  • Links: Link text
  • Blockquotes: > quote text
  • Code blocks, tables, and horizontal rules: For more complex formatting

Managing Documents

The Documents page shows all your documents with:

  • Title
  • Type
  • Associated client and project
  • Last updated date

Filter options:

  • By client using the sidebar dropdown

To view a document:

  • Click any document to view its full content with formatted markdown

To edit documents:

  1. Open the document
  2. Click Edit
  3. Update the title, type, content, or client/project associations
  4. Save changes

The system automatically tracks when each document was last modified.

Document Organization

Associate documents strategically:

  • With clients to group all client-related documents together
  • With specific projects to link deliverables and specifications directly to the work
  • Leave unassociated for general templates, internal documents, or reusable content

Export and Sharing

To share documents with clients:

  1. Select and copy the text from the document
  2. Paste into email, Google Docs, Microsoft Word, or other tools

Since documents use markdown format, you can also:

  • Export them through markdown-to-PDF converters
  • Use other markdown-compatible tools for professional delivery