Using the document editor

In this article, you'll learn about our document editor functionality. We created these pointers to help you learn the basics so you can get going.

Creating a basic text document

  1. From the desired organization, open the document folder that you want to create a new document in.
  2. Click on the +New button and give the document a name.
  3. Add a text box by clicking the Text icon.
  4. Then, enter your content into the text editor.
  5. Click Publish to publish your document.

Note that all changes are auto-saved approximately every 20 seconds. Even if you forget to publish and then log out of your account, your changes will still be there in edit mode when you return.

Keep in mind that you will only see a revision history once you start publishing the document. Therefore, if you are making major revisions or working with other collaborators, make sure you publish the document. A full change history will help you in case you need to revert back to an earlier version.

Understanding the document structure

Each document is composed of content blocks that contain one or more other elements:

Content block

What it does Elements

Creates a heading/sub-heading
  • Text

Creates a text box
  • Embedded Media
  • Horizontal Lines
  • Inline Images
  • Lists and Block Quotes
  • Links
  • Tables
  • Text

Creates a numbered step
  • Embedded Media
  • Horizontal Lines
  • Inline Images
  • Image Block
  • Lists and Block Quotes
  • Links 
  • Tables
  • Text

Creates an image block
  • Image Block

Dragging and dropping

To reorder your document, content blocks can be dragged vertically within the document. Click and hold the top edge of the content block and move it wherever you'd like it to go. 

Inserting a content block 

New content blocks can be inserted between two content blocks by clicking the more (three dots) icon. 

Deleting a content block

To delete a content block, click the X at the top-right corner of the block.

Displaying the floating context menus

In this version of the document editor, you'll find floating context menus inside the Text and Step content blocks. A context menu is a menu that appears upon certain user interaction and offers a limited set of choices, i.e. actions related to the selected item. Read on to find out what actions you can perform using context menus.

Add content context menu - Placing your cursor somewhere inside a block of text and clicking on the  plus sign next to it opens this context menu: 

This menu includes the following actions:

  • Insert inline images
  • Create bulleted list
  • Create numbered list
  • Insert horizontal lines
  • Add links
  • Insert tables

Text editing context menu - Highlighting a section of text opens this context menu:

This menu includes the following actions:

  • Apply paragraph and character styles 
  • Bold text
  • Italic text
  • Underline text
  • Strikethrough text
  • Add links
  • Remove formatting

Table context menu - Clicking inside a table cell opens this context menu:

This menu includes the following options:

  • Apply paragraph and character styles
  • Rows (insert, delete)
  • Columns (insert, delete)
  • Cells (insert, delete, merge split)
  • Remove table

Image alignment context menu - Clicking on an image open this context menu:

This menu includes the following options:

  • Float left
  • Center
  • Float right

Using the editing toolbar

The editing toolbar is displayed when you create a Text or a Step content block. The sections of the toolbar are explained further below.

Style menu

Use the Style menu to apply a heading or font style to text you've highlighted. 

Text toolbar

Use the bold, italic, and underline options for bolding, italicizing, and underlining text.

Use the strikethrough option to add strikethrough formatting to text.

Use the text color or background color options to change the text and background colors of the text.

Use the remove formatting option to remove the formatting on the text.

Use the insert/remove numbered list to add number items to the text.

Use the insert/remove bulleted list option to add bullet items to the text.

Use the block quote option to add a quote block to the text. 

Decrease/increase indent


Click the decrease or increase options to decrease or increase the indent of text.



Click the alignment options to change the alignment of text.

Undo/redo tools

Use the arrows to undo and redo actions in the text. 


Click the Source icon to access the underlying HTML code for the text you're working with. 


Use this icon to create a table. You can choose the number of columns and rows as needed. 

After you create the table, clicking inside a table cell will display a context menu with the actions you can perform (as described further above).

Embed media

Use this tool to embed resources (iframes) hosted by other services.

Using keyboard shortcuts

The following keyboard shortcuts are available:

Cmd/Ctrl + B for bolding text
Cmd/Ctrl + C for copying (images, text)
Cmd/Ctrl + I for italicizing text
Cmd/Ctrl + L for creating a link
Cmd/Ctrl + S for saving
Cmd/Ctrl + V for pasting (images, text)
Cmd/Ctrl + Z for undoing an action
Cmd/Ctrl + Y for redoing action

Deprecated shortcut: using Cmd/Ctrl + V to paste images as a new content block (Gallery) is no longer supported. Cmd/Ctrl + V is now used to paste inline images into Text or Step content blocks.

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