Document Editor
The document editor provides a familiar, intuitive interface for working with your content:Rich Text Formatting
Text Styling
- Bold for emphasis
- Italic for subtle highlights
Strikethroughfor revisions- Links for references
Editing Features
- Auto-save: Changes save automatically every second
- Inline title editing: Click the title to modify directly
- Markdown support: Full markdown syntax available
- Real-time updates: See changes instantly
Use keyboard shortcuts for faster editing:
Cmd/Ctrl + Bfor boldCmd/Ctrl + Ifor italicCmd/Ctrl + Zto undo
AI-Powered Verification
BuildBetter’s unique citation verification helps ensure accuracy:How It Works
- Select any text in your document
- Click “Verify with Citations”
- AI searches your workspace for supporting evidence
- View matched signals with direct links to sources
Citation verification creates a dataset of relevant signals, helping you validate claims and add supporting evidence to your documents.
Document Sidebar
The collapsible right sidebar provides additional context and tools:Available Tabs
- Chat
- Data Sources
- History
Ask questions about the document content:
- “Summarize the key decisions”
- “What action items were identified?”
- “Extract all mentioned dates”
- Get AI assistance for edits
Sharing Options
Permission Levels
Control who can access your documents:Private
Private
- Only you can view and edit
- No workspace visibility
- Complete privacy control
Workspace
Workspace
- All team members can access
- Appears in workspace document list
- Collaborative editing enabled
Shared
Shared
Public Sharing
Generate shareable links for external access:- Click the Share button
- Enable Public Link
- Copy the generated URL
- Share with anyone outside your workspace
Public links include a unique API key for security. You can revoke access anytime by disabling the public link.
Managing Permissions
Fine-tune document access:- Add users: Search and invite by email
- Remove access: Revoke permissions instantly
- Change visibility: Update between private/workspace/shared
- View access list: See all users with permissions
Export Integrations
Export your documents to other platforms seamlessly:Google Docs
1
Connect Google Account
Authorize BuildBetter to create documents in your Google Drive
2
Export Document
Click “Export to Google Docs” from the share menu
3
Auto-Open
Document creates and opens automatically in a new tab
Notion
1
Select Workspace
Choose your Notion workspace from connected integrations
2
Pick Parent Page
Search and select where to add the document
3
Export
Document appears in Notion with formatting preserved
Confluence
1
Choose Space
Select from available Confluence spaces
2
Set Location
Pick parent page or create at root
3
Publish
Document publishes with proper formatting
Other Export Options
- Copy Link: Share the BuildBetter document URL
- Copy Content: Export HTML to clipboard for pasting
- Download: Save as markdown or PDF (coming soon)
Export integrations require setup in Settings → Integrations. Ensure you have proper permissions in the target platform.
Collaboration Features
Real-time Editing
- Multiple users can view simultaneously
- Edits appear for all viewers in real-time
- No edit conflicts or version issues
Document Chat
- Discuss the document without leaving the page
- Ask AI questions about specific sections
- Collaborate on revisions and improvements
Activity Tracking
- See who viewed the document
- Track edit history
- Monitor engagement with public links
Document Management
Organization
- Folders: Group related documents
- Tags: Add labels for easy filtering
- Search: Find documents by title or content
- Sort: By date, title, or last modified
Document Actions
Duplicate
Create a copy for variations or templates
Regenerate
Re-run AI generation with new instructions
Archive
Remove from active list without deleting
Delete
Permanently remove (with confirmation)
Best Practices for Document Editing
Review AI output: Always review generated content for accuracy and completeness before sharing.
Add context: Include relevant background information the AI might have missed.
Verify citations: Use the verification feature for important claims or data points.
Structure clearly: Use headings and formatting to improve readability.
Set appropriate permissions: Consider who needs access before sharing widely.
Tips for Effective Sharing
Internal Sharing
- Use workspace visibility for team-wide documents
- Share specific documents with stakeholders via email
- Create folders for project-specific documentation
External Sharing
- Generate public links for clients or partners
- Export to their preferred platform (Google Docs, Notion)
- Include view-only permissions for sensitive content
Integration Workflows
- Set up automatic exports for recurring reports
- Use Zapier to trigger document creation
- Connect with project management tools
Keyboard Shortcuts
Speed up your editing workflow:Cmd/Ctrl + S: Force save (though auto-save handles this)Cmd/Ctrl + /: Toggle the sidebarCmd/Ctrl + K: Quick actions menuEsc: Exit full-screen mode