# Document Management

> Manage documents across Google Docs, Drive, Notion, and OneDrive/SharePoint — create, search, edit, export, comment, and share. Use when creating documents, searching files, editing content, sharing with teams, or exporting to PDF/DOCX.

- Skill: `zavora-ai/document-management` (Agent Skill, multi-file: 4 files)
- Install (CLI): `npx skillmds@latest add zavora-ai/document-management`
- Raw SKILL.md: https://api.skillmd.com/api/skills/zavora-ai/document-management/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- License: Apache-2.0
- Author: zavora-ai (https://skillmd.com/u/zavora-ai)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/zavora-ai/document-management

---


# Document Management

Create, search, edit, and share documents across Google Docs and Notion. Always verify sharing permissions before granting access.

## Decision Tree
```
├── "create doc", "write", "draft"? → google_create_doc / google_insert_text
├── "find", "search doc"? → google_search_docs / notion_search
├── "edit", "update", "replace"? → google_replace_text
├── "share", "give access"? → google_share_doc (verify permissions first)
├── "export", "PDF", "download"? → google_export_doc
├── "comment", "feedback"? → google_add_comment / google_list_comments
└── "notion", "page", "wiki"? → notion_search / notion_get_page
```

## MUST DO
- Verify sharing permissions before granting access
- Never share confidential docs externally without approval
- Maintain version history

## MUST NOT DO
- Don't delete documents under legal hold
- Don't share with "anyone with link" for sensitive content

