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Master the rich text editor with formatting tools, view modes, and version control.
The Editor Interface
When you open a document, the center panel displays the rich text editor with a formatting toolbar and your content below. The editor supports real-time collaboration with automatic conflict resolution.
Formatting Options
The toolbar provides access to all formatting features. Select text to reveal the formatting toolbar.
Text Formatting
| Format | Shortcut | Description |
|---|---|---|
| Bold | Ctrl+B | Make text bold |
| Italic | Ctrl+I | Make text italic |
| Underline | Ctrl+U | Underline text |
| Strikethrough | Ctrl+Shift+X | Strike through text |
| Code | Ctrl+E | Inline code formatting |
| Text Color | Toolbar button | Change text color |
| Link | Toolbar button | Add hyperlink |
Block Types
Change block types using the dropdown in the toolbar or by typing / to open the slash menu:
| Block Type | Slash Command | Use Case |
|---|---|---|
| Heading 1 | /h1 | Document title |
| Heading 2 | /h2 | Major sections |
| Heading 3 | /h3 | Subsections |
| Bullet List | /bullet | Unordered list items |
| Numbered List | /numbered | Ordered list items |
| Check List | /check | Checkable task items |
| Quote | /quote | Indented quote block |
| Code Block | /code | Multi-line code |
| Table | /table | Data tables |
| Image | /image | Insert images |
| Excalidraw | /excalidraw | Interactive diagrams |
Nesting Blocks
Use the toolbar buttons to nest and unnest blocks:
- Nest (indent) - Move block deeper into hierarchy
- Unnest (outdent) - Move block up in hierarchy
AI Features
When AI is enabled, a document AI assistant is available:
- Inline AI menu - Press
Ctrl+J(⌘J on Mac) to open the AI Assistant menu. Pick a preset or type an instruction in the "Ask AI to..." box; the AI's suggestions appear as inline suggestion marks you can accept or reject, and the conversation opens in the AI tab of the right panel. - AI tab - The AI tab in the right panel lets you chat about the document — ask questions, request summaries, or draft new content.
View Modes
Control the editor canvas width to match your content type:
| Mode | Width | Best For |
|---|---|---|
| Narrow | ~768px | Focused writing, notes |
| Medium | ~1024px | Standard documents |
| Wide | ~1280px | Documents with tables |
| Full Width | 100% | Large tables, dashboards |
| A4 Page | 210mm | Print-ready documents |
To change view mode, click the view mode button in the toolbar and select your preference.
Version Control
Saving Versions
Documents use snapshot-based version control. To save a version:
- Click the Save button in the toolbar (or press
Ctrl+S) - Enter a commit message describing your changes (optional)
- Click Save Version
Each save creates a new version entry in the version history.
Viewing Version History
- Open the History tab in the right panel
- See all versions listed with timestamps and commit messages
Version Information
| Field | Description |
|---|---|
| Version Number | Sequential identifier (v1, v2, v3...) |
| Created Date | When the version was saved |
| Author | Team member who saved the version |
| Message | Commit message describing changes |
Restoring a Previous Version
To roll back to an earlier snapshot:
- Open the History tab in the right panel
- Find the version you want in the list
- Click Restore on that version to make it the current content
You can also open the same list from the floating toolbar's More actions (…) menu via Version history. There are no undo/redo version-stepping arrows — you always restore a specific version directly.
Discarding Unsaved Changes
If you have unsaved changes you want to discard:
- Click the Discard button in the toolbar (appears when you have unsaved changes)
- Confirm the action
Your document reverts to the most recently saved version.
Outline
The Outline tab in the right panel shows an automatically generated table of contents built from the document's headings. Click any heading in the outline to jump straight to that section — handy for navigating long documents.
Exporting a Document
Editor documents can be exported to other formats:
- Click the More actions (…) menu in the floating toolbar
- Hover Export as...
- Choose a format:
| Format | File type |
|---|---|
| Markdown | .md |
| Word | .docx |
| HTML | .html |
The exported file downloads to your device.
Multi-Tab Editing
Open multiple documents simultaneously in separate tabs:
- Click any document in the file tree to open it in a new tab
- Switch between tabs by clicking them
- Close tabs with the X button
- An asterisk (*) indicates unsaved changes
Draft Persistence
Your work is protected by automatic draft saving:
- Unsaved changes are saved to your browser every second
- Drafts persist across browser sessions
- Reopening a document restores your unsaved work
- Drafts are cleared when you save or discard changes
Next Steps
- Templates - Create reusable document structures
- Activity and Comments - Collaborate with your team