Generating Documents

One of the most powerful features of Docs is the ability to generate comprehensive documentation automatically using AI. The Document tab is where you build the final output for your doc.

Document Sections

Your document is divided into Sections (e.g., "Executive Summary", "Site Analysis"). These sections are defined by the Doc Template you selected.

In the left sidebar of the Document tab, you can see a list of all sections.

• Coloured dots indicate status:
  • Grey: Empty
  • Amber: Generating
  • Green: Populated (contains content)
  • Red: Error

Using AI Generation

You can generate content for individual sections or the entire document at once.

Generating the Whole Document

To fill all empty sections at once:

1. Click the Generate button in the top right of the dashboard.
2. The system will queue the request and start writing content for all AI-enabled sections that are currently empty.
3. You will see a progress bar indicating the status.

Regenerating a Specific Section

If you want to rewrite a specific part of the document:

1. Navigate to the section you want to change.
2. Click the Generate (or Sparkles icon) button within that section's card.
3. Confirm that you want to overwrite the existing content.

Manual Editing

While AI gives you a great head start, you often need to refine the content. Every section has a full Markdown editor.

1. Click on a section to view it.
2. Click inside the text area to start typing.
3. You can use standard formatting (headings, lists, bold, etc.).
4. Click Save (or use Cmd+S / Ctrl+S) to commit your changes.

Note: If you manually edit a section and then click "Regenerate", your manual changes will be overwritten by the new AI output.

Filling Placeholders

Placeholders are blanks in the document that a person fills in, such as a site contact or a site photo. To open the placeholder list, click the Placeholders button (checklist icon) in the Document tab toolbar. A number on the button shows how many required placeholders are empty.

The list shows the placeholders in document order, from the top of the document to the bottom. A placeholder that occurs more than once has one row, at its first position. When you fill a placeholder, its row stays where it is.

• Click a row to show the placeholder in the document and fill it in.
• Click Next Required or Prev Required to go to the next or previous empty required placeholder. The keyboard shortcuts are Cmd+] and Cmd+[ (Ctrl on Windows and Linux).
• Turn on Unfilled only to hide the filled placeholders. The page link keeps this setting, so a reload or a shared link shows the same list.
• A row with an Undefined badge is a placeholder that has no definition in the template. Remove it from the document, or add it to the template. Until then, it counts as an empty required placeholder.

In focus mode, when the placeholder that you go to is in a different section, the editor shows that section.