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Creating and updating related documents without leaving your prototype

This content applies specifically to InVision V7. If you’re on InVision V6, this info does not apply. Not sure which version you're using? Find out now.

If you've added a prototype to a space, you'll see the related documents panel when working on the Screens Overview page for the source prototype. This makes it easier to create and update related documents—either a freehand whiteboard or a spec file—when making changes to the prototype.

Add the prototype to a space

Before you can create or update related documents for your prototype, first you'll need to add the source prototype or set of screens to a V7 space, which will serve as your project hub that houses all related documents in a central, organized location.

There are two ways to move the prototype to a space:

  • Open the space, click Create, click Add existing, select the prototype, and then click Add.
  • On the Documents page, hover over the prototype thumbnail to reveal and click the ••• (More) icon, click Add to space, select the space, and click Move.

Create a new related document

Save a little time when selecting screens! To grab multiple screens and retain their order, select the first one, hold Shift, and select the last screen in the series. To grab all screens at once, select the first one, navigate to the bottom, and click Select all.

To create a new related document without leaving your prototype:

  1. Hover over any screen thumbnail to reveal and select the circle.
    Repeat this step for each screen you want to move.
  2. Drag the selected screens to the Related documents panel and drop them on either the Create Freehand or Create Spec callout.
  3. In the Create new modal, enter a name for the document and click Create.

Once you create a new related document, you'll see it included in the Related documents panel for quick access.

Update related documents

To update a related document:

  1. Hover over any screen thumbnail to reveal and select the circle.
    Repeat this step for each screen you want to move.
  2. Drag the selected screens to the Related documents panel and drop them on the thumbnail of the document you want to update.

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