Using the Doc Editor

Whenever you ask an agent to generate a document, or create a doc from scratch it’s created in the doc editor. This is where you can shape it to your needs, adjust formatting, and export it as DOCX or PDF. Knowing how to use the doc editor is essential, it’s the key to customizing your work, saving drafts, and getting the best results. This guide will walk you through everything you need: editing and formatting, exporting, and finding your unfinished drafts.

Written By Mahir Mushtaq

Last updated 5 months ago

Opening the Doc Editor

There are now two ways to open the Doc Editor:

  1. Open it yourself — Head to the top of your screen and click on “Editor”. Then select “Create new document” to start from scratch.

  1. Ask an agent to create a document — You can ask any supported agent to draft or generate something, such as a document, proposal, or contract. The Doc Editor will open automatically once it’s created.

You can also import existing documents right into the editor. Click the “Import” option at the top in editor toolbar, select your file, and begin refining it with the editor’s AI tools.

Writing and Editing

  • You can freely add your own text directly into the document.

  • To ask the AI agent for edits or improvements:

    1. Select the text you want to modify.

    2. A text field will appear — type in what you want changed and how you’d like it to be written

  1. The agent will provide suggestions right there.

  2. Click the check icon to apply the changes, or retry to get another version.

  • You can keep refining within the same text field until you’re happy with the result.

    👉 For a more detailed walkthrough, visit this help article:

    How to edit your documents with the AI agent

  • You can also:

    • Undo or redo changes instantly if something doesn’t look right.

Formatting your Document

To format any part of your document:

  1. Firstly, select the part of the text you want to format.

  2. Head to the formatting options in editor toolbar (Aa icon):

  3. There you can see different formatting options like:

  • Text styles: Bold, italic, underline, strikethrough, highlight, or quote.

  • Alignment: Left, center, right.

  • Size: Change between different heading levels and paragraph sizes

Additional layout options — like adding dividers, columns, tables, and links — are available under the “Add (+)” icon in the editor toolbar.

Renaming your document

To rename your document, just click on its current name at the top of the editor toolbar, type the new name you want, and press Enter. That’s it!

Finalizing and exporting

Once you’re satisfied with your final version:

  • Export it as PDF or DOCX.

  • All formatting and versions are preserved in the export.

  • You can also copy the whole document by clicking on the copy icon besides “Export” option.

  • 💡 Tip: Resume your work anytime:

    Don’t worry about losing your work - even if you close the editor, your document is saved under “Editor” section at the top. You can return to it anytime and pick up right where you left off.

  • Auto-Saving: No need to manually save. Every change is saved automatically in real time.

  • Use the Version section often to review changes and revert if needed. It’s your safety net against accidental edits.