Getting Started with Documents

Documents in Neostella are centrally configured in the Control Center workspace and used across Projects and Contacts. The goal is simple, make documents easier to organize, manage, and generate, without changing how teams already work.

This section introduces three configuration areas that define how documents behave in the system:

• Folder Structure, how documents are organized
• Document Settings, how documents can be edited and integrated
• Templates, how documents are generated

Folder Structure

Overview

Folder Structure allows administrators to define standardized folder hierarchies for Projects and Contacts, based on Project Types and Contact Types.

Once a folder structure is created, it is automatically applied to all existing and future records using that type. Users cannot create multiple folder structures for the same type.

Why it exists

• Ensures consistent document organization across records
• Removes the need for users to create folders manually
• Supports nested folders with full administrative control
• Applies changes immediately to associated Projects or Contacts

Document Settings

Overview

Document Settings control system-level document behavior. The primary setting covered in this section is the SharePoint Integration.

When enabled, the SharePoint Integration allows users to open and edit Microsoft Office documents stored in Neostella directly in SharePoint. Neostella remains the system of record and handles versioning once the editing session ends.

This feature is marked as Coming Soon.

Why it exists

• Allows browser-based editing of Word, Excel, and PowerPoint files
• Supports real-time collaboration using Microsoft’s native tools
• Automatically creates new document versions after editing
• Prevents local downloads and manual re-uploads
• Maintains Neostella permissions and document governance

Templates

Overview

Templates allow administrators users to view and manage Microsoft Word–based document templates that generate documents dynamically using Neostella Document Generator Add-In.

Templates are created in Microsoft Word using the Neostella Document Generator Add-In and then published to Neostella. Once published, they are available for document generation and can be managed in the Control Center.

Why it exists

• Automates document generation using structured data
• Reduces manual data entry and formatting work
• Ensures consistent document structure and content
• Supports complex documents with dynamic sections