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
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.