Document settings in Storydoc allow you to customize every aspect of your document and functionality. Access these settings to control everything from basic story information to advanced features like AI knowledge and integrations.
Accessing Document Settings
To open document settings, click the Settings icon in the bottom right corner of your Storydoc editor sidebar. This opens a comprehensive settings panel with multiple sections.
Story Details
The Story details section contains your story's basic information and preferences. Here you can:
Edit your story name and add a description
Change the story language and access translation features
Upload a custom favicon for browser tabs
Toggle the "Remove Storydoc branding" option (available on certain plans)
Menu Configuration
The Menu section helps readers navigate your story by providing quick access to different slides and sections.
You can control which slides appear in the menu by toggling them on or off individually. Each slide in your story is listed with its title, and you can decide whether it should be accessible through the menu navigation.
Choose your menu location from two options:
Document header - Menu appears integrated within the header
Floating menu - Menu appears as a separate floating element
Document Header
The document header provides readers with sharing tools, navigation, and call-to-action buttons. You can fully customize its appearance and functionality.
Header Components
Configure these header elements:
Logo - Upload your brand logo to appear in the header
Sender information - Show recipients who sent the document
Send document - Enable readers to forward the story via email
Share document - Allow sharing via link or social media
Custom Buttons
Add and customize call-to-action buttons in your document header. You can drag and drop to reorder buttons and configure each one individually.
For each button, customize:
Link type - URL, Email, Phone, or Calendar
Button text - The displayed text
Icon - Visual icon for the button
Colors - Text and background colors
Popup behavior - Whether links open in a new window
Watermark Protection
Add a custom watermark to protect your story and mark it for internal use. Configure the watermark text, color, and opacity to suit your needs.
AI Storybrain Knowledge
Your centralized knowledge base guides the AI when creating new slides or updating existing content. This powerful feature helps maintain consistency and accuracy across your stories.
Setting Up AI Knowledge
Configure your AI knowledge base with:
Brand details - Your company name, website, and description
Brand tone - Describe how your brand should communicate
Document prompt - Specific instructions for this story
Language settings - Set the AI's working language
Knowledge Management
Add knowledge files and links to enhance AI accuracy. You can also import knowledge from other documents or use the rewrite feature to refresh your entire story based on updated knowledge.
Integrations
Access your connected tools and services through the integrations section. This includes:
CRM integrations - Connect with HubSpot, Salesforce, Pipedrive, and other CRMs
Tracking tools - Set up analytics and tracking
No-code automations - Connect with Zapier, Make, and other automation platforms
Each integration category provides specific connection options and setup instructions. Click Connect next to any service to begin the integration process.