Document Editor
The document editor provides a familiar 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 1 second after you stop typing
- Inline title editing: Click the title to modify directly
- Markdown storage: Content stored as markdown internally
- Real-time updates: See changes instantly
Formatting Toolbar
Select any text to see the bubble menu with formatting options:- Bold, Italic, Strikethrough
- H1, H2, H3 headings
- Easy access to common formatting
Document Chat
Each document includes an integrated chat panel for AI assistance:Features
- Ask questions about the document content
- Get AI help with edits and improvements
- Discuss content with teammates
- Multiple chat threads per document
How to Use
- Click the chat icon in the top-right corner
- Start a new chat or continue existing threads
- Document context is automatically included
- Chat threads are saved and resumable
Use document chat to request targeted improvements instead of regenerating the entire document. It’s faster and preserves your manual 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
- Anyone in workspace can view
Shared
Shared
Share Modal
Access via the Share button to:- Set document visibility (Private or Workspace)
- Generate shareable links
- Manage access for specific teammates
Copy & Export
Copy Options
- Copy Document: Copies content to clipboard (HTML + plain text formats)
- Copy Link: Copies the document URL for sharing
Using Copy for External Tools
- Click Copy Document to copy formatted content
- Paste into Google Docs, Notion, Word, Confluence, or other tools
- HTML formatting is preserved when pasting into compatible applications
Document Actions
Available Actions
- Regenerate: Rebuild the entire document with the same sources and settings
- Delete: Remove the document (requires confirmation)
- Favorite: Mark important documents for quick access
- Copy Link: Share the document URL
- Copy Document: Copy content to clipboard
Document Metadata
View document information in the sidebar:- Template type badge
- Creation date and last update
- Creator information
- Source count (calls, folders, signals)
Best Practices for Document Editing
Review AI output: Always review generated content for accuracy before sharing
Add context: Include relevant background information the AI might have missed
Structure clearly: Use headings and formatting to improve readability
Set appropriate permissions: Consider who needs access before sharing
Use document chat: Request AI assistance for improvements and clarifications
Tips for Effective Sharing
Internal Sharing
- Use workspace visibility for team-wide documents
- Share document links with stakeholders
- Use document chat for collaboration and discussion
External Sharing
- Copy document content and paste into recipient’s preferred tool
- Share via email or messaging with copied content
- Consider privacy before sharing customer data
Keyboard Shortcuts
Speed up your editing workflow:| Action | Shortcut |
|---|---|
| Bold | Cmd/Ctrl + B |
| Italic | Cmd/Ctrl + I |
| Undo | Cmd/Ctrl + Z |
| Redo | Cmd/Ctrl + Shift + Z |
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
Sharing Problems
Sharing Problems
The document editor and sharing features are continuously improved. Report issues or request features by contacting [email protected].