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The Docsiv document editor opens when you create or click into any Document or Contract. It supports rich formatting, inline AI, real-time collaboration, and a wide range of content blocks. Changes save automatically as you type. You never need to click a save button.
The Sheet editor (spreadsheets) and Presentation editor (decks) have their own interfaces. This page covers the Document and Contract editor only.

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Slash commands

Type / anywhere in the editor to open the command palette. Start typing to filter the list and press Enter or click to insert a block. Common slash commands include headings, bullet lists, tables, code blocks, callouts, images, videos, math, drawings, and AI generation.

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Formatting

Use the floating toolbar that appears when you select text, or keyboard shortcuts:
FormatShortcut
BoldCtrl+B / Cmd+B
ItalicCtrl+I / Cmd+I
UnderlineCtrl+U / Cmd+U
Strikethrough—
Inline codeCtrl+E / Cmd+E
LinkCtrl+K / Cmd+K
Highlight text and use the color picker in the toolbar to set text color or background highlight.
Type /h1, /h2, or /h3 from the slash menu, or use Markdown shortcuts:
  • # (space after hash) → Heading 1
  • ## → Heading 2
  • ### → Heading 3
  • Bullet list — type - or /bullet
  • Numbered list — type 1. or /numbered
  • Todo list — type /todo to add checkboxes
  • Toggle list — type /toggle to create collapsible items
Press Tab to indent a list item and create nested levels.
Insert a table with /table. Use the table toolbar that appears on hover to add or remove rows and columns, merge cells, or delete the table. Navigation works with Tab to move forward and Shift+Tab to move back.
Insert with /code. Select the language from the dropdown at the top of the block for syntax highlighting. Supports most common programming and markup languages.
Insert with /callout. Callout blocks stand out visually and support an icon and background color. Use them for notes, warnings, or tips inside your documents.
Insert with /toc. Docsiv automatically generates a linked outline from all headings in the document and updates it as you write.

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Media and embeds

Insert an image with /image. You can:
  • Upload a file from your computer
  • Paste an image URL
After inserting, drag the resize handles to adjust the width. Click the image to see alignment and caption options.

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AI features

Select any text in the document, then click the AI button that appears in the floating toolbar. From there you can:
  • Improve writing — rewrite the selection for clarity and tone
  • Make shorter or Make longer
  • Fix grammar
  • Continue writing — extend the selection in the same voice
The AI response appears as a suggestion you can accept, discard, or regenerate.
Type /ai in the editor to open the AI generation prompt. Describe what you want — a section, a paragraph, a table — and press Enter. The generated content is inserted at the cursor position.

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Comments and suggestions

Select text and click the comment icon in the floating toolbar, or press Ctrl+Alt+M / Cmd+Option+M. Type your comment and press Enter to save. Comments appear in the margin and are visible to all collaborators with at least Comment access.
Collaborators with Commenter access can suggest edits rather than making direct changes. Suggestions appear highlighted in the document. As the document owner, you can accept or reject each suggestion from the suggestion panel.
Click the checkmark on any comment thread to mark it as resolved. Resolved comments are hidden by default but can be viewed by toggling Show resolved in the comments panel.

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Mentions

Type @ to mention a workspace member or a client. Mentions create a notification for the person mentioned.

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Draggable blocks

Every block in the editor has a drag handle (⠿) that appears on hover at the left edge. Drag it to reorder blocks anywhere in the document.

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Version history

Open the more options menu (⋯) in the editor toolbar and choose Doc history. Docsiv shows a timestamped list of saved versions. Click Restore next to any version to roll the document back to that point.
Versions are created automatically as you edit. You do not need to manually save snapshots.

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Exporting

Open the more options menu (⋯) and choose Print & export to access:
  • PDF — exports a rendered PDF of the document
  • DOCX — exports a Microsoft Word file
  • Markdown — exports the document as plain Markdown text
  • Print — opens the browser print dialog

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Keyboard shortcuts reference

ActionShortcut
BoldCtrl+B / Cmd+B
ItalicCtrl+I / Cmd+I
UnderlineCtrl+U / Cmd+U
Inline codeCtrl+E / Cmd+E
LinkCtrl+K / Cmd+K
Add commentCtrl+Alt+M / Cmd+Option+M
Slash command/
UndoCtrl+Z / Cmd+Z
RedoCtrl+Shift+Z / Cmd+Shift+Z