7 Google Docs Tips You Didn't Know

Driving Customer Success is about being productive, not doing busy things.

And one of the major productivity tools CS teams use is Google Docs.

Actually, 2+ billion people use it worldwide.

But most people are not aware of its full potential, yet. 

If only they knew what the best features for productivity were, they would jump out of their chairs:)

Discovering these tips will almost make you scream. And this is what I’m going to show you today.

It will help you save thousands of hours every year and deliver amazing work faster.

So, here are 7 Google Docs tips that are so powerful that you’ll wonder why you didn’t use them earlier:

1. Create a new document from your browser

To create a new doc, you usually go to your drive and click on “+” right?

Did you know you can do so in seconds from your Chrome browser?

1. In the address bar, type in “doc.new”

A new Google Doc will open.

Short and sweat.

2. Embed your document in emails

Sharing a doc in an email is easy.

You insert the shared link in the body of your email or add it as an attachment.

But a better option is to embed your doc into your email:

1. Go to File => Email

2. Email this file

3. Check the box “Don’t attach, include content”

3. Add watermark

Want to share the doc with a client or on the web but keep it under copyright?

Add an image or text watermark on the background:

1. Insert

2. Watermark

3. select “text watermark” or an image.

4. Use substitutes for phrases

Do you have a sentence or block of words you use often?

Stop wasting time typing the same things over again.

Highlight the text you want to create a shortcut for.

Copy it to the clipboard (Ctrl+C or Cmd C)

Then go to:

• Tools => Preferences => Substitutions

• define the shortcut = > add its replacement

Now, whenever you type the shortcut and press Space or Tab, it will bring up the entire block for you.

5. Share a preview, anonymously

By default, people can see who is viewing the document.

But sometimes we’d like to share without allowing anyone to see who is on it.

To do so, change the URL from /edit to /preview and share the new link.

This way, no one will be able to copy, or make changes.

6. Add building blocks

There is an easier way to add block templates to your doc.

Go to:

1. Insert

2. Building Blocks

3. Select Review Tracker, or any other blocks you need.

7. Lowercase the entire block

It often happens that you start writing your doc but forget you were in all caps.

So you delete and start over.

From now on, do this instead:

• Select the text in capitals

• Click Format => Text => Capitalization

• Select “lowercase”.

And voilà 😎

I hope that helps!

-Hakan.