> ## Documentation Index
> Fetch the complete documentation index at: https://docs.coverpanda.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Doc editor

## title: Doc Editor

<DevOnly>\[Insert Screenshot of Doc Editor canvas]</DevOnly>

## 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

## Create or edit a page

<DevOnly>\[Insert Screenshot of New Page button]</DevOnly>

<Steps>
  <Step title="Open pages">From a room or Files, create or open a page.</Step>
  <Step title="Edit content">Type to add text. Press “/” to insert blocks.</Step>
  <Step title="Auto-save">Edits save automatically. No manual save needed.</Step>
</Steps>

## 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)

<DevOnly>\[Insert Screenshot of slash menu]</DevOnly>

Tip: Use the floating toolbar to format text (bold, italic, underline, code) and insert links.

## Benchmarks block

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

<DevOnly>\[Insert Screenshot of Benchmarks block]</DevOnly>

<Steps>
  <Step title="Add block">Type “/benchmarks” and select Benchmarks.</Step>
  <Step title="Choose period">Select month and year.</Step>
  <Step title="Choose group">Pick Unit, Brand, State, or Tag, then select a target.</Step>
  <Step title="Sync data">Open settings and click **Sync** to snapshot results.</Step>
</Steps>

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.

## 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.

## 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

## 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

## 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.