Create an Editable document

Created by Laura R, Modified on Fri, 7 Aug at 12:48 PM by Laura R

Permissions
  • Admin: all rights
  • User with WRITE access on the project: can create and edit documents
  • User with READ access on the collection: can read and comment exiting documents
Related readings
  • Create and manage a project
  • Generate content with AI
  • Manage references
  • Add comments to an Editable document
  • Manage an Editable document
  • Create an Editable document template
  • Create and manage policies


Editable documents are created and managed within the application.

Unlike imported files, they can be edited directly and integrate with the platform's AI-powered features, references, reviews, and collaboration tools.


TABLE OF CONTENTS


Create an Editable document

To create an editable document:

  1. Open the Editor tab of your project.
  2. Click New editable document.
  3. Choose whether to start from a template or from a blank document.
  4. Enter a title.
  5. Optionally, add a description.
  6. Optionally, select one or more source documents. Sources can also be added later.

Source documents can be selected from collections available in the project for which you have Write permission.

After clicking Continue, the document opens in the editor.


Use the Editor

Editable documents provide a rich text editor with standard formatting features.

The toolbar allows you to:

  • Format text.
  • Insert links.
  • Create tables.

You can also type / to access the list of available editing commands.


In addition to manual editing, editable documents support AI-assisted content generation and editing.




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