Document Editor
The document editor provides:Rich Text Formatting
- Text styles: Bold, Italic, Strikethrough
- Headings: H1, H2, H3 for document structure
- Lists: Bulleted and numbered lists
- Tables: Create and edit tables
- Links: Add hyperlinks to external resources
Editing Interface
- Bubble menu: Format selected text with a floating toolbar
- Auto-save: Changes are saved automatically as you type (debounced)
- Real-time updates: See your changes reflected immediately
- Markdown storage: Document content is stored internally as markdown
Select any text to see the formatting bubble menu appear with options for Bold, Italic, Strikethrough, and Headings.
Basic Editing
Text Editing
- Click anywhere in the document to edit
- Type naturally as in any word processor
- Use keyboard shortcuts for common formatting
- Changes save automatically
Document Title
- Click the title at the top to edit
- Title updates automatically as you type
- Clear, descriptive titles help with organization
Document Description
The focus/description field is used during generation and can be updated when regenerating the document.Formatting Tools
Text Formatting Toolbar
When you select text, a bubble menu appears with:- Bold - Make text bold
- Italic - Italicize text
- Strikethrough - Strike through text
- H1 - Convert to large heading
- H2 - Convert to medium heading
- H3 - Convert to small heading
Structure Elements
Available in the editor:- Paragraphs
- Headings (H1-H3)
- Bulleted lists
- Numbered lists
- Tables (with headers and cells)
- Horizontal rules
Document Actions
Copy Options
- Copy Document: Copies document content to clipboard (both HTML and plain text formats for compatibility)
- Copy Link: Copies the document URL for sharing
Regeneration
- Click the regenerate button to rebuild the entire document
- Uses the same sources and settings as original generation
- Useful when source data has been updated or you want a fresh perspective
Sharing
- Click Share to open the sharing modal
- Set document visibility (Private or Workspace)
- Share link with teammates
Delete
- Remove documents via the More menu
- Requires confirmation to prevent accidental deletion
Document Chat
Each document has an integrated chat panel for AI assistance:Features
- Ask questions about the document content
- Request specific edits or additions
- Get clarification on generated insights
- Iterate on content without full regeneration
Usage
- Click the chat icon in the top-right corner
- Start a new chat or continue existing threads
- Ask questions or request changes
- Document context is automatically included
Chat Management
- Multiple chat threads per document
- Threads are saved and resumable
- Delete threads when no longer needed
- View all previous chats from the panel
Use document chat to make targeted improvements instead of regenerating the entire document. It’s faster and preserves your manual edits.
Advanced Features
Citation Verification (Beta)
When enabled via feature flag:- Select text in the document
- Click the verification button in the bubble menu
- Creates a dataset to validate citations against source signals
- Helps ensure accuracy of generated content
Favorite Documents
- Mark important documents as favorites
- Quick access to frequently referenced documents
- Favorites appear at the top of document lists
Keyboard Shortcuts
| Action | Shortcut |
|---|---|
| Bold | Cmd/Ctrl + B |
| Italic | Cmd/Ctrl + I |
| Undo | Cmd/Ctrl + Z |
| Redo | Cmd/Ctrl + Shift + Z |
Use standard text editing shortcuts you’re familiar with from other word processors.
Document Sidebar
When viewing a document, the right sidebar provides:Document Information
- Template type badge
- Creation date and last update
- Creator information
- Source count (calls, folders, signals)
Quick Actions
- Favorite/unfavorite document
- Copy link
- Share document
- Delete document
- Regenerate document
Chat Access
- Toggle chat panel on/off
- View chat thread count
- Quick access to document discussions
Auto-Save
Documents auto-save as you edit:- Debounced saving: Changes are saved 1 second after you stop typing
- Success notifications: Toast confirmation when saved
- No manual save needed: Everything is automatic
- Safe editing: Your work is protected
Sharing Documents
Visibility Levels
- Private: Only you can see the document
- Workspace: Anyone in your workspace can view
- Shared: Specific people you invite (via share modal)
Share Modal
Access via the Share button to:- Generate shareable links
- Set document permissions
- Invite specific teammates
- Control access levels
Sharing & Export
Copy to External Tools
- Click Copy Document to copy content (HTML + plain text)
- Paste into Google Docs, Notion, Word, Confluence, or other tools
- Formatting is preserved when pasting into compatible applications
Version Management
- Create new documents from the same sources for different versions
- Use descriptive titles to track iterations
- Regenerate documents when source data is updated
Team Collaboration
- Share document links with teammates
- Use document chat to discuss changes and request edits
- Set visibility to Workspace for team access
Best Practices
Edit incrementally: Make small changes and let auto-save protect your work
Use document chat: Request AI assistance for improvements instead of manual rewriting
Meaningful titles: Clear document titles help with organization and discovery
Leverage favorites: Mark important documents for quick access
Copy before major changes: Use Copy Document to preserve current version before significant edits
Troubleshooting
Auto-Save Issues
Auto-Save Issues
- Check network connectivity
- Refresh the page if saves are failing
- Verify you have edit permissions
- Try copying content as backup
Formatting Problems
Formatting Problems
- Use the bubble menu for reliable formatting
- Refresh page if editor becomes unresponsive
- Clear browser cache if persistent issues
- Avoid pasting heavily formatted content from external sources
Chat Not Working
Chat Not Working
- Ensure document has loaded completely
- Check network connection
- Try refreshing the page
- Verify workspace permissions
The document editor is continuously improved. Report issues or request features via the help menu or by contacting support@buildbetter.app.