Document Editor Guide

Learn how to use the HelseWeb document editor to create and format documents

Document Editor Guide

The HelseWeb document editor is a rich text editor for creating and formatting professional documents. This guide covers all editor features and formatting options.

Getting Started

Creating a New Document

1

Open a Project

Navigate to the project where you want to create a document.

2

Click New Document

Click the "New Document" or "+" button.

3

Enter Title

Give your document a descriptive title.

4

Start Writing

The editor opens automatically. Begin typing your content.

Text Formatting

The editor toolbar provides formatting options:

Basic Formatting

FormatShortcutDescription
BoldCtrl+BMake text bold
ItalicCtrl+IMake text italic
UnderlineCtrl+UUnderline text
Strikethrough-Cross out text

Text Alignment

  • Left align: Standard text alignment
  • Center: Center text on the page
  • Right align: Align text to the right
  • Justify: Distribute text evenly

Headings and Structure

Use headings to organize your document:

LevelUsage
Heading 1Main document title
Heading 2Major sections
Heading 3Subsections
Heading 4Minor subsections

Tip:

Use headings consistently to create a clear document structure. This helps readers navigate your content.

Lists

Bullet Lists

Create unordered lists for items without sequence:

  • Item one
  • Item two
  • Item three

Numbered Lists

Create ordered lists for sequential items:

  1. First step
  2. Second step
  3. Third step

Tables

Insert tables to organize data:

  1. Click the table icon in the toolbar
  2. Select the number of rows and columns
  3. Click to insert
  4. Fill in your data

Auto-Save

The editor automatically saves your work:

  • Changes are saved every few seconds
  • Look for the save indicator in the editor
  • You'll see "Saved" when all changes are synced
  • No manual saving required

Important:

Always wait for the "Saved" indicator before closing the browser to ensure all changes are saved.

Export Options

Export your documents in various formats:

Export to PDF

  1. Open your document
  2. Click the export menu
  3. Select "Export as PDF"
  4. Download the file

Export to Word

  1. Open your document
  2. Click the export menu
  3. Select "Export as Word"
  4. Download the .docx file

Keyboard Shortcuts

Speed up your work with keyboard shortcuts:

ActionWindows/LinuxMac
BoldCtrl+BCmd+B
ItalicCtrl+ICmd+I
UnderlineCtrl+UCmd+U
UndoCtrl+ZCmd+Z
RedoCtrl+YCmd+Shift+Z
SaveAutoAuto

Best Practices

  • Use headings: Structure documents with clear headings
  • Keep paragraphs short: Improve readability
  • Use lists: Break up dense text
  • Add whitespace: Don't crowd your content
  • Review before sharing: Check formatting and spelling

Frequently Asked Questions

Does the editor work offline?

The editor requires an internet connection. Changes are saved to the cloud automatically.

Can I add images?

Image support may vary. Check the toolbar for image insertion options.

How do I undo changes?

Use Ctrl+Z (Windows/Linux) or Cmd+Z (Mac) to undo recent changes.

Is there a word count?

Look for a word count indicator at the bottom of the editor.