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.

Formatting Options
The toolbar provides access to all formatting features. Select text to reveal the formatting toolbar.
Text Formatting
| Format | Shortcut | Description |
|---|---|---|
| Bold | Ctrl+B | Make text bold |
| Italic | Ctrl+I | Make text italic |
| Underline | Ctrl+U | Underline text |
| Strikethrough | Ctrl+Shift+X | Strike through text |
| Code | Ctrl+E | Inline code formatting |
| Text Color | Toolbar button | Change text color |
| Link | Toolbar button | Add hyperlink |
Block Types
Change block types using the dropdown in the toolbar or by typing / to open the slash menu:
| Block Type | Slash Command | Use Case |
|---|---|---|
| Heading 1 | /h1 | Document title |
| Heading 2 | /h2 | Major sections |
| Heading 3 | /h3 | Subsections |
| Bullet List | /bullet | Unordered list items |
| Numbered List | /numbered | Ordered list items |
| Check List | /check | Checkable task items |
| Quote | /quote | Indented quote block |
| Code Block | /code | Multi-line code |
| Table | /table | Data tables |
| Image | /image | Insert images |
| Excalidraw | /excalidraw | Interactive 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:
| Mode | Width | Best For |
|---|---|---|
| Narrow | 600px | Focused writing, notes |
| Medium | 800px | Standard documents |
| Wide | 1000px | Documents with tables |
| Full Width | 100% | Large tables, dashboards |
| A4 | 210mm | Print-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:
- Click the Save button in the toolbar (or press
Ctrl+S) - Enter a commit message describing your changes (optional)
- Click Save Version
Each save creates a new version entry in the version history.
Viewing Version History
- Open the Properties tab in the right panel
- Expand the Version History section
- See all versions with timestamps and commit messages
Version Information
| Field | Description |
|---|---|
| Version Number | Sequential identifier (v1, v2, v3...) |
| Created Date | When the version was saved |
| Author | Team member who saved the version |
| Message | Commit 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:
- Click the Discard button in the toolbar (appears when you have unsaved changes)
- 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
- Templates - Create reusable document structures
- Activity and Comments - Collaborate with your team