> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing and Sharing Documents

> Refine and share your AI-generated documents

Once your document is generated, BuildBetter provides tools for editing and sharing your content with others.

## Document Editor

The document editor provides a familiar interface for working with your content:

### Rich Text Formatting

<CardGroup cols={2}>
  <Card title="Text Styling" icon="bold">
    * **Bold** for emphasis
    * *Italic* for subtle highlights
    * ~~Strikethrough~~ for revisions
    * Links for references
  </Card>

  <Card title="Structure" icon="heading">
    * # Heading 1
    * ## Heading 2
    * ### Heading 3
    * Tables for data organization
  </Card>
</CardGroup>

### 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

<Tip>
  Use keyboard shortcuts for faster editing:

  * `Cmd/Ctrl + B` for bold
  * `Cmd/Ctrl + I` for italic
  * `Cmd/Ctrl + Z` to undo
</Tip>

### 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

1. Click the chat icon in the top-right corner
2. Start a new chat or continue existing threads
3. Document context is automatically included
4. Chat threads are saved and resumable

<Info>
  Use document chat to request targeted improvements instead of regenerating the entire document. It's faster and preserves your manual edits.
</Info>

## Sharing Options

### Permission Levels

Control who can access your documents:

<AccordionGroup>
  <Accordion title="Private" icon="lock">
    * Only you can view and edit
    * No workspace visibility
    * Complete privacy control
  </Accordion>

  <Accordion title="Workspace" icon="building">
    * All team members can access
    * Appears in workspace document list
    * Anyone in workspace can view
  </Accordion>

  <Accordion title="Shared" icon="share">
    * Invite specific individuals via share modal
    * Control access levels
    * Generate shareable links
  </Accordion>
</AccordionGroup>

### 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

1. Click **Copy Document** to copy formatted content
2. Paste into Google Docs, Notion, Word, Confluence, or other tools
3. HTML formatting is preserved when pasting into compatible applications

<Tip>
  When pasting into Google Docs or Notion, formatting (headings, bold, lists, tables) is preserved automatically.
</Tip>

## 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

<Check>
  **Review AI output**: Always review generated content for accuracy before sharing
</Check>

<Check>
  **Add context**: Include relevant background information the AI might have missed
</Check>

<Check>
  **Structure clearly**: Use headings and formatting to improve readability
</Check>

<Check>
  **Set appropriate permissions**: Consider who needs access before sharing
</Check>

<Check>
  **Use document chat**: Request AI assistance for improvements and clarifications
</Check>

## 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

<AccordionGroup>
  <Accordion title="Auto-Save Issues">
    * Check network connectivity
    * Refresh the page if saves are failing
    * Verify you have edit permissions
    * Try copying content as backup
  </Accordion>

  <Accordion title="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
  </Accordion>

  <Accordion title="Sharing Problems">
    * Verify user email addresses are correct
    * Check that you have admin permissions
    * Ensure workspace settings allow sharing
    * Try generating a new share link
  </Accordion>
</AccordionGroup>

<Info>
  The document editor and sharing features are continuously improved. Report issues or request features by contacting [support@buildbetter.app](mailto:support@buildbetter.app).
</Info>