Editor

Use this article to start an article, add and format content, write alongside your team, and edit the markup when you need more control. Some steps depend on the editor your project uses, so each section names the editor it applies to.

Check which editor your project uses

Your project uses either the unified Editor, or the Advanced WYSIWYG editor and the Markdown editor. In projects with the Advanced WYSIWYG and Markdown editors, you choose between the two for each article, or set a project default.

To check, open any article. If the toolbar sits above the content and Markdown view (</>) is in the article header, your project uses the unified Editor. To learn how it works, read Unified Editor.

If you've seen it called the new editor or the Block editor, this is the unified Editor. Block view is one of its two views, not a separate editor. There is no setting to switch an existing project or article to the unified Editor.

The three editors differ in how you format text, edit the markup, and choose an editor type:

Start an article

Choose the starting point that fits the content you have:

• Start from scratch: Open a blank article and write. To learn more, read Create an article.
• Use a template: Start from a prebuilt structure for common content types, such as how-to guides, release notes, and troubleshooting articles. To learn more, read Create template.
• Let Eddy AI write a first draft: Generate a draft from a prompt, create an outline, or turn an audio or video file into an article. To learn more, read Create with Eddy AI.
• Import a file: Convert a Word or PDF file into an editable article. To learn more, read Import from Word or Import PDF.

Add content to your article

In the unified Editor and the Advanced WYSIWYG editor, you can add text, code, tables, images, videos, callouts, tabs, accordions, and FAQs to any article. Choose the method that suits how you work:

• Type / to open the slash command menu and insert any element without leaving the keyboard.
• Use the Quick insert menu that appears in an empty block to add an Eddy AI draft, a list, a table, an image, a link, or a code block. Select More to open the full slash command menu.
• Type Markdown shortcuts as you write. For example, type ## followed by a space to create a Heading 2.

In the Markdown editor, select an element in the toolbar or type its Markdown syntax. The slash command menu and the Quick insert menu are not available in the Markdown editor.

For every element you can add and how to configure it, read Editor elements.

Unified Editor

Advanced WYSIWYG editor

Format your content

Use the formatting controls to change text styles, headings, fonts, colors, lists, and spacing.

In the unified Editor, the toolbar sits above the content. Select text to open the bubble menu, which holds quick formatting such as Bold, Italic, Text color, Highlight, and Link.

In the Advanced WYSIWYG editor:

1. Select the text you want to format. The toolbar appears.
2. To open the full formatting panel, select the T icon.

In the Markdown editor, select an option in the toolbar to add its syntax at your cursor, or type the syntax yourself.

Write with your team

In the unified Editor and the Advanced WYSIWYG editor, you and other contributors can work on the same article at the same time. You can see who else is editing and where their cursor is as they type. In the unified Editor, this covers articles and page categories. The Markdown editor uses article locking instead, so one person edits at a time. To learn more, read Collaborative editing.

Edit the article's markup

Edit the markup directly when you need precise control, such as adding custom elements or inline styles.

• In the unified Editor, select Markdown view (</>) in the article header. You can write Markdown and HTML in Markdown view. Select Markdown view (</>) again to return to Block view.
• In the Advanced WYSIWYG editor, open Code view to edit the article's HTML. To learn more, read Code view.
• In the Markdown editor, you always edit the source. The left pane shows the syntax and the right pane shows a live preview.

Best practices

• Use slash commands in the unified Editor and the Advanced WYSIWYG editor to insert elements faster than clicking through the toolbar.
• Use templates for recurring article types, such as how-to guides, release notes, and troubleshooting articles, so every article follows the same structure.
• Paste into the right view in the unified Editor: paste Markdown into Markdown view and HTML into Block view.
• Paste as plain text when you copy content from another source, to avoid carrying over unwanted formatting. Press Ctrl + Shift + V on Windows or Cmd + Shift + V on Mac.
• Pin the formatting panel in the Advanced WYSIWYG editor when you work on long articles.
• Set a project default editor if your project uses the Advanced WYSIWYG and Markdown editors, so every new article opens in the same editor. To learn how, read Set the default editor for new articles.

FAQ