SoterAI’s Document Editor is a collaborative canvas that allows you to create, edit, and share documents within any conversation or workflow. It combines rich formatting, AI writing assistance, auto-saving, and export options into a seamless in-chat experience.
What is the Document Editor?
The Document Editor is a block-based writing interface (powered by BlockNote) that appears automatically when you ask the chat assistant to “create a document” during a conversation or workflow. While it’s officially called the Document Editor, it functions as a canvas — a flexible space for drafting policies, reports, assessments, and more.
You can:
Write and format rich text content
Ask the AI assistant to rewrite, improve, or expand any section
Export or publish your content in multiple formats
Creating a Document
To open the editor, simply ask the assistant in chat:
“Create a document with this.”
“Write this up as a report.”
“Can you draft a safety SOP for this?”
The document will automatically open beside your conversation, and your original chat thread will stay visible (resized to 30% of the screen), allowing you to continue interacting with the assistant while editing the document.
Editing and AI Assistance
You can edit the document freely and also highlight text to bring up the AI Toolbar, which offers:
Fix spelling and grammar
Simplify language
Add more detail or context
Make text more concise
Or enter your own prompt
Edits are auto-saved every 10 seconds, and changes are tracked to help prevent data loss.
Adding a Header with Logo and Company Information
SoterAI automatically includes your workspace branding when documents are exported.
Workspace Logo in Header: When you export a document as PDF or DOCX, your workspace’s logo is inserted at the top of each page.
Footer Branding: All exported documents include the phrase “Powered by SoterAI” in the footer.
Company Information: If your workspace profile includes organization name and address, these can also appear in header or footer depending on the template being used.
Note: This branding is not visible inside the editor itself but is applied automatically during export. If your logo or company details are missing or incorrect, ask your workspace admin to update them in the workspace settings.
Downloading a Document
To export a document:
Click the “...” button in the top-right corner of the editor.
Choose “Download as PDF” or “Download as DOCX.”
This will apply your organization’s branding automatically and preserve all formatting (headings, tables, lists, etc.).
Publishing a Document
To share your work within the workspaces's Data Sources:
Select “Publish to Data Sources.”
Published documents are:
Not automatically added to Risk Intelligence. The user will need to manually trigger processing within Data Sources
Comments
0 comments
Please sign in to leave a comment.