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Document Details

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 BlockNote-powered rich text editor with a formatting toolbar and your content below. The editor uses Y.js CRDTs for real-time collaboration and automatic conflict resolution.

Document Editor

Formatting Options

The toolbar provides access to all formatting features. Select text to reveal the formatting toolbar.

Text Formatting

FormatShortcutDescription
BoldCtrl+BMake text bold
ItalicCtrl+IMake text italic
UnderlineCtrl+UUnderline text
StrikethroughCtrl+Shift+XStrike through text
CodeCtrl+EInline code formatting
Text ColorToolbar buttonChange text color
LinkToolbar buttonAdd hyperlink

Block Types

Change block types using the dropdown in the toolbar or by typing / to open the slash menu:

Block TypeSlash CommandUse Case
Heading 1/h1Document title
Heading 2/h2Major sections
Heading 3/h3Subsections
Bullet List/bulletUnordered list items
Numbered List/numberedOrdered list items
Check List/checkCheckable task items
Quote/quoteIndented quote block
Code Block/codeMulti-line code
Table/tableData tables
Image/imageInsert images
Excalidraw/excalidrawInteractive 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, additional features are available:

  • AI button in toolbar - Get AI assistance with selected text
  • AI slash commands - Type / to see AI options for content generation

View Modes

Control the editor canvas width to match your content type:

ModeWidthBest For
Narrow600pxFocused writing, notes
Medium800pxStandard documents
Wide1000pxDocuments with tables
Full Width100%Large tables, dashboards
A4210mmPrint-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:

  1. Click the Save button in the toolbar (or press Ctrl+S)
  2. Enter a commit message describing your changes (optional)
  3. Click Save Version

Each save creates a new version entry in the version history.

Viewing Version History

  1. Open the Properties tab in the right panel
  2. Expand the Version History section
  3. See all versions with timestamps and commit messages

Version Information

FieldDescription
Version NumberSequential identifier (v1, v2, v3...)
Created DateWhen the version was saved
AuthorTeam member who saved the version
MessageCommit message describing changes

Navigating Version History

Use the version navigation buttons in the toolbar:

  • Undo Version (arrow left) - Step back to the previous saved version
  • Redo Version (arrow right) - Step forward to a newer version
  • History button - Open the Version History dialog to see all versions

When viewing a past version, a badge shows which version you're viewing.

Discarding Unsaved Changes

If you have unsaved changes you want to discard:

  1. Click the Discard button in the toolbar (appears when you have unsaved changes)
  2. Confirm the action

Your document reverts to the most recently saved version.

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