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Blue Documentation
Blue is a process management platform that helps teams create, manage, and scale their workflows. This documentation covers all features including workspaces, records, views, custom fields, dashboards, automations, integrations, and user management.
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-25T19:29:01.024Z. Cached copy · Source on blue.app
# Blue Documentation
> Blue is a process management platform that helps teams create, manage, and scale their workflows. This documentation covers all features including workspaces, records, views, custom fields, dashboards, automations, integrations, and user management.
## Product Updates
- [Changelog](https://blue.app/changelog): Latest updates, with older entries loaded on scroll
- [JSON Feed](https://blue.app/changelog/feed.json): Full changelog for automated checks. Compare stable item IDs to find new entries.
- [RSS Feed](https://blue.app/changelog/rss.xml): Full changelog for feed readers and automation
The feeds are public and require no JavaScript or authentication. Use conditional HTTP requests with ETag or Last-Modified for scheduled checks.
## Getting Started
- [Welcome](/docs/start-guide/welcome): Getting started with Blue and an overview of the platform
- [Core Concepts](/docs/start-guide/concepts): Understanding organisations, workspaces, records, lists, fields, views, and user roles
- [Download Apps](/docs/start-guide/download-apps): Blue is available on Web, MacOS, Windows, iOS, and Android
- [Billing](/docs/start-guide/billing): Manage your Blue subscription, plans, and payments
- [White Label](/docs/start-guide/white-label): Configure your Blue instance with your own brand, domain, and emails
## Workspaces
- [Introduction](/docs/workspaces/index): Workspaces form the fundamental framework for organizing users and data
- [Records](/docs/workspaces/records): Records are the fundamental building blocks in Blue that can represent anything
- [Documents](/docs/workspaces/documents): Collaborative rich text documents for planning and knowledge management
- [Templates](/docs/workspaces/templates): Reuse workspace structures to kickstart new initiatives
- [Wiki](/docs/workspaces/wiki): Centralized knowledge base for SOPs, policies, guidelines, and best practices
- [Sidebar Folders](/docs/workspaces/shared-sidebar-folders): Organise your workspaces into shared folders visible across your organisation
- [Activity](/docs/workspaces/activity): Blue records all actions across all workspaces and records for compliance
- [Archiving Workspaces](/docs/workspaces/archiving-workspaces): Freeze workspaces once they are completed for compliance
- [Chat](/docs/workspaces/chat): Create on-topic chat discussions in each workspace
- [Copying Workspaces](/docs/workspaces/copying-workspaces): Make perfect copies of workspaces in Blue
- [Turning Features On/Off](/docs/workspaces/featuresonoff): Toggle workspace features on or off for all users
- [File Management](/docs/workspaces/file-management): Upload, preview, download, and organize files with up to 5GB per file
- [Forms](/docs/workspaces/forms): Public forms for external users to submit information like helpdesk tickets or inquiries
- [Search](/docs/workspaces/search): Lightning-fast search-as-you-type results across all records and workspaces
## Records
- [Introduction](/docs/records/intro
…
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