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title: Doc Editor

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Overview

The Doc Editor is the rich text editor used for Pages and Reports. Build polished, branded content using blocks, with autosave and share-ready output.
  • Use in: Pages and Reports
  • Auto-save: Changes save automatically as you type
  • Read-only: Sent reports lock to preserve what recipients saw
  • Files: Orphaned uploads are cleaned up automatically

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Create or edit a page

1

Open pages

From a room or Files, create or open a page.
2

Edit content

Type to add text. Press “/” to insert blocks.
3

Auto-save

Edits save automatically. No manual save needed.

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Insert blocks

Open the slash menu (press “/”) to add structured content.
  • Headings and paragraphs
  • Lists: bulleted, numbered, checklists
  • Callouts and toggles
  • Tables and columns
  • Code blocks
  • Links and dates
  • Math (equations)
  • Media: images, video, file placeholders
  • Table of contents
  • Mentions (people, units) where supported
  • Benchmarks (financial block)
Tip: Use the floating toolbar to format text (bold, italic, underline, code) and insert links.

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Benchmarks block

Use Benchmarks to compare KPIs across units, brands, states, or tags for a specific month.
1

Add block

Type “/benchmarks” and select Benchmarks.
2

Choose period

Select month and year.
3

Choose group

Pick Unit, Brand, State, or Tag, then select a target.
4

Sync data

Open settings and click Sync to snapshot results.
Notes:
  • Only QuickBooks-backed metrics can be added to the benchmark list.
  • Results exclude units without data for the selected period.
See Benchmarks for configuring which KPIs appear.

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Media and files

Upload files directly or reference existing files. File placeholders help when content is pending. The app cleans up unused uploads when you close the editor.

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Layout and navigation

  • Columns: Split content into two or three columns for summaries
  • TOC: Add a table of contents for long pages
  • Callouts: Emphasize insights, warnings, or summaries

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Best practices

  • Keep sections short with clear headings
  • Use lists for steps and comparisons
  • Prefer organization-wide metrics for consistency
  • Avoid re-creating data tables—use Benchmarks or include screenshots when needed

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Reports differences

Reports use the same editor but are geared for external sharing:
  • Sent reports are read-only
  • Email delivery with analytics (delivered, clicked, viewed)
  • Use contact lists to send at once
For sending and analytics, see Reports.