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FlexDoc Editor: Managing content

Discover how to add and edit text, images, and other media to create engaging content within a FlexDoc.

Updated over a week ago

The FlexDoc Editor is a tool in Joy where you can create professional and flexible documents known as FlexDocs.

From the FlexDoc Editor, you can add content in the form of text, images, tables, lists, AI-generated content, and more. Then, when you're ready, you can share the FlexDoc with others.


Managing blocks

Each piece of content that you add with the FlexDoc Editor is referred to as a “block”. This includes:

  • Paragraphs

  • Images

  • Headings

  • Videos

  • Tables

You can easily style each block independently. For example, you can make the text in one paragraph block bigger or change its background color without affecting the other blocks on the page.

Adding a block

The easiest way to add a block is by pressing Enter on your keyboard. You can also hover over an existing block and click the Add icon. Add icon to add a new block below it.

The FlexDoc Editor. An arrow is pointing to the Add icon that appears beside a text block.

The Insert icon. Insert icon in the toolbar lets you add special types of blocks, such as horizontal lines, images, and tables.

The toolbar in the FlexDoc Editor. The Insert option is selected, showing a list of block formatting options.


Formatting a block

​You can quickly format a block using the slash “/” menu. After typing a / on your keyboard, use your mouse or the arrow keys to select the type of block you want to use, then press ENTER. You can also start typing the name of the block you want to use after the slash “/”.

A forward slash typed in the FlexDoc Editor followed by the letters he. A dropdown listing the options Heading 1 Heading 2 and Heading 3 is shown.

You can apply the following formatting to your content from the slash "/" menu:

  • Paragraph

  • Headings

  • Table

  • Bulleted lists

  • Numbered lists

  • Check lists

  • Quote

  • Code

  • Divider

  • Page break

  • Excalidraw

  • Embedded Tweet

  • Embedded videos

  • Embedded Figma document

  • Equation

  • Image

  • Collapsible containers (accordions)

  • Column layout

  • Alignment

In some cases, such as when inside a bulleted list, pressing Enter on your keyboard will add another block with the same formatting (i.e., add another bullet to your list).


Formatting your content

With Joy’s formatting tools, you have numerous options for changing the appearance of text in your FlexDoc. For example, you can make text bold, change its size or color, or style text as a heading.

Below is a list of text formatting options in the FlexDoc Editor and where you can find them.

Formatting Option

Floating toolbar (available if text is selected)

Background color

Background Color icon.

n/a

n/a

Bold

Bold icon.

n/a

Capitalize (changes selected text to be in title case)

Capitalize icon.

n/a

Clear formatting

Clear Formatting icon.

n/a

n/a

Code (single line)

Code icon.

Equation

n/a

Highlight

Highlight icon.

n/a

n/a

Italic

Italic icon.

n/a

Keyboard input

Keyboard icon.

n/a

Lowercase

Lowercase icon.

n/a

Block formatting

  • Normal

  • Heading 1

  • Heading 2

  • Heading 3

  • Numbered List

  • Bullet List

  • Check List

  • Quote

  • Code Block (multi line)

Block formatting icon.

n/a

Strikethrough

Strikethrough icon.

n/a

Subscript

Subscript icon.

n/a

Superscript

Superscript icon.

n/a

Text color

Text Color icon.

n/a

n/a

Text size

Text Size icon.

n/a

n/a

Typeface

Typeface icon.

n/a

n/a

Underline

Underline icon.

n/a

Uppercase

n/a


Aligning content

Change the alignment of your text, an image, or a video by selecting it, then picking any of the following alignment options from the toolbar:

  • Left

  • Center

  • Right

  • Justify

  • Start

  • End

The toolbar in the FlexDoc Editor. The Aa dropdown is open. An arrow is pointing to the Text Alignment section, showing options for Left Align, Center Align, Right Align, Justify Align, Start Align, and End Align.

📍Where it’s available

  • Toolbar


Adding a list

Use the toolbar or the slash “/” menu to add different styles of lists to your content, such as numbered, bulleted, and check lists (to-do lists).

The FlexDoc Editor. An arrow points to the Numbered List option in the toolbar dropdown. Another arrow points to the Numbered List option in the slash menu.

If you highlight one or more text blocks and then click one of the list options in the toolbar, the selected blocks will become list items.

The FlexDoc Editor. Several text blocks are highlighted. An arrow points to the list options in the toolbar dropdown.

📍Where it’s available

  • Toolbar

  • Slash “/” menu


Adding a link

Add a link by highlighting some text and then clicking the Link icon. Link icon in the toolbar or floating toolbar.

The FlexDoc Editor. The words “designated time-tracking system” are highlighted in the text block and a floating toolbar is shown. An arrow points to the Link icon in the floating toolbar. Another arrow points to the Link option in the toolbar.

📍Where it’s available

  • Toolbar

  • Floating toolbar when text is selected


Adjusting the indentation

To change the indentation of some text, highlight the text or click within the block. Push text to the right by clicking the Indent icon. Indent icon in the toolbar. Push text toward the left by clicking the Outdent icon. Outdent icon.

📍Where it’s available

  • Toolbar


Using columns

Columns are a great way to display a block of text beside an image.

A section of a page showing a two column layout. The left column contains a photo of a woman and the right column contains a heading and text.

Quickly create a column layout by clicking the Columns Layout icon. Columns Layout option in the toolbar or the slash “/” menu.

Two menus are shown. On the left an arrow is pointing to the Columns Layout option in the slash menu. On the right an arrow is pointing to the Columns Layout option in the Insert menu.

This displays the Insert Columns Layout window.

Insert Columns Layout window.

From this window, select the arrangement you want to use, then click Insert.

To delete the column layout and its contents, highlight the columns and press Delete or Backspace on your keyboard.

📍Where it’s available

  • Toolbar

  • Floating toolbar


Using collapsible containers (accordions)

Collapsible containers are similar to accordions or drawers, which can be easily opened and closed. When the container is closed, only the label is visible. In the example below, “Observed Holidays” and “Floating Holidays” are both closed containers.

 A section of a page titled Company Holidays. Below the text are two closed collapsible containers labeled Observed Holidays and Floating Holidays.

To view the contents of a container, click it. In the following example, the "Observed Holidays" container is open.

 A section titled Company Holidays. An arrow points to the arrow icon beside the Observed Holidays heading. The container is open to reveal a list of holidays.

Collapsible containers make it easy to hide large chunks of content behind a headline, giving readers control of what they read and when. For example, they are useful for displaying FAQs. When the containers are closed, the reader will only see the questions. If there’s a question they’re interested in learning more about, they simply open the container to view the answer.

You can add a collapsible container from the toolbar or the slash "/" menu.

Two menus are shown. On the left an arrow is pointing to the Collapsible option in the slash menu. On the right an arrow is pointing to the Collapsible container option in the Insert menu.

Be sure to enter a label on the first line that provides users with a clear idea of what they’ll see when they open the container. Any content after the first line will be hidden when the container is closed.

📍Where it’s available

  • Toolbar

  • Slash “/” menu


Undo and redo

If you make a mistake and want to go back, click the Undo icon. Undo icon in the toolbar or use the keyboard shortcut Ctrl+Z.

The toolbar in the FlexDoc Editor. A box appears around the Undo and Redo icons, along with an arrow pointing to the box.

Click the Redo icon. Redo icon in the toolbar or use the keyboard shortcut Ctrl+Y to reverse the undo.

📍Where it’s available

  • Toolbar


Adding a table

You can add a table by clicking the Table icon. Table icon from either the toolbar or the slash “/” menu.

A forward slash typed in the FlexDoc Editor. A dropdown listing different types of blocks is shown. An arrow is pointing to the Table icon. Another arrow is pointing to the Table icon in the toolbar in the FlexDoc Editor.

In the Insert Table window, specify the number of rows and columns you want in the table, then click Confirm.

The Insert Table window. The Rows field and Columns field both have the number 5 entered. A Confirm button is to the right.

📍Where it’s available

  • Toolbar

  • Floating toolbar

Resizing rows and columns

Resize a row’s height or a column’s width by clicking the border and dragging it.

Adding rows and columns

Once you have a table, it's easy to add more rows or columns as needed.

To add a row or column:

  1. Click in a cell (a specific square within the table) either above or below where you want to add a row or column.

  2. Click the arrow, then select one of the add or insert options.

A dropdown menu for a table in the FlexDoc Editor. An arrow is pointing to a box that highlights the options to insert rows and columns.

If you’re in a cell that’s in the table’s last row or column, you can click the Add icon. Add icon to quickly add a row or column to the end.

Tables in the FlexDoc Editor are shown. In the top example, an arrow points to a plus icon on the right edge of the table. In the bottom example, an arrow points to a plus icon at the bottom of the table.

The row or column header options will make the row or column of the selected row look like a header with a gray background and bold text.

A dropdown menu for a table in the FlexDoc Editor. An arrow is pointing to a box that highlight the options to add a row header and add a column header.

You can easily remove the formatting from the row or column by clicking the arrow and selecting the option to remove the row or column header.

A dropdown menu for a table in the FlexDoc Editor. An arrow is pointing to a box that highlight the options to remove a row header and remove a column header.

📍Where it’s available

  • Table menu

Deleting a row, column, or table

To remove a row or column:

  1. Click in a cell that’s in the row or column you want to delete.

  2. Click the arrow, then select the option to delete the row or column. You can even delete the entire table.

A dropdown menu for a table in the FlexDoc Editor. An arrow is pointing to a box that highlights the options to delete a column, row, or table.

When you delete a row, column, or table, any text you’ve added to the cells will also be deleted.

📍Where it’s available

  • Table menu

Customizing the background color

You can also change the background color of a cell (a specific square within the table) by doing the following:

  1. Click in the cell that you want to change.

  2. Click the arrow, then Background color.

    A dropdown menu for a table in the FlexDoc Editor. An arrow is pointing to the box that highlights the Background color option.

    This opens the Cell background color window.

    The Cell background color window. A Hex field, color swatches, and a color picker are shown.

  3. Select one of the pre-defined colors or use the color picker to select a color. If you know the hex code of the color you want to use, you can enter it in the Hex field.

  4. Click the Close icon. Close icon.

You also have the option to give every other row in a table a slightly different background color. For example, white, then light blue, then white, and so on. This formatting can make your table easier to read. The alternating colors act like guide rails for your eyes, helping you scan each row without losing your place.

To enable this option, click in any cell. Next, click the arrow, then Toggle Row Striping.

A dropdown menu for a table in the FlexDoc Editor. An arrow is pointing to the box that highlights the Toggle Row Striping option.

📍Where it’s available

  • Table menu


Adding text with voice dictation

With the speech-to-text option, you talk and Joy captures your words right onto the page. This is useful if you can’t use your keyboard or need to quickly get your thoughts out. Since you can probably talk faster than you can type, it’s great for writing a first draft or simply getting your ideas down.

To turn your spoken words into written text:

  1. Click the spot on the page where you want to add text.

  2. Click the Speech to text icon Speech to Text icon in the toolbar to start recording.

    The FlexDoc Editor toolbar. An arrow points to the Speech to Text icon.

  3. If prompted, grant Joy permission to use your microphone.

  4. Speak out loud. Joy will add your words to the page.

  5. When you’re done talking, click the Speech to text icon Speech to Text icon again to stop the recording.

  6. Edit your text as needed.

📍Where it’s available

  • Toolbar


Adding an image

You can use the Knowledge Assistant to create an image or explore our list of free image resources!

To add an image to a page:

  1. Click the Image icon. Image icon in the toolbar or floating toolbar.

    The Insert Image window opens.

    The Insert Image window. There is a button to Choose File and an empty field labeled Alt Text prompting the user to provide descriptive alternative text.

  2. Click Choose File to upload your image file.

  3. Add alt text—a description of the image that is read aloud to visually impaired people so they know what the picture shows.

  4. Click Confirm.

📍Where it’s available

  • Toolbar

  • Floating toolbar

Adding an image caption

Add a caption to provide a title or short description of an image.

A photo of a group of people standing in an office. A bar at the bottom displays the text PMI Chicago Team. An arrow is pointing to the text which serves as the image caption.

To do this, click the image you’ve added to your FlexDoc, then click Add Caption.

An image selected in the FlexDoc Editor. An arrow is pointing to the Add Caption button at the bottom left of the image.

You can then use the FlexDoc Editor’s formatting options to customize how the caption looks.

Deleting an image

To remove an image, select it, then click the Delete key on your keyboard.


Adding a video

You can add a video by clicking the Youtube icon. YouTube, Vimeo icon. Vimeo, or Twitch icon. Twitch icons from either the toolbar or the slash “/” menu.

A forward slash typed in the FlexDoc Editor. A dropdown listing different types of blocks is shown. An arrow is pointing to the options Embed Youtube Video, Embed Vimeo Video, and Embed Twitch Video. Another arrow is pointing to the Youtube Video, Vimeo Video, and Twitch Video options in the Insert menu in the main toolbar.

📍Where it’s available

  • Toolbar

  • Slash “/” menu


Using Excalidraw

Excalidraw is a digital whiteboard where you can draw diagrams, create simple charts, or sketch out ideas. It’s perfect for including brainstorming, diagrams, flowcharts, or explaining complex concepts in your FlexDoc.

The FlexDoc Editor. An Excalidraw diagram is shown featuring a flowchart with shapes labeled Start here, Make a decision, Do this, and Do that.

You can create an Excalidraw diagram in your FlexDoc by clicking the Excalildraw icon. Excalidraw icon from either the toolbar or the slash “/” menu.

The FlexDoc Editor showing the slash menu on the left and the Insert menu on the right. An arrow is pointing to the Excalidraw option in the slash menu. Another arrow is pointing to the Excalidraw option in the Insert menu.

This opens a blank canvas and Excalidraw’s toolbar.

The Excalidraw editor showing a blank canvas. A toolbar with various drawing tools is at the top, and buttons for Discard and Save are in the top right corner.

Use the various options in the toolbar to draw different shapes, such as a rectangle, diamond, circle, arrow, or line.

The Excalidraw editor. An arrow points to the shape icons in the toolbar, including the rectangle, diamond, circle, arrow, and line. A panel on the left shows options for stroke, background, and style.

You can change the color, width, and style of the shape’s outline. This includes changing the style of the outline (i.e. solid, dashed, dotted), the thickness of the outline, as well as its background color. In the example below, the outline of the Make a decision shape has been changed to a bold, dashed line, and its background color has been changed to pink.

A flowchart in the Excalidraw editor. An arrow is pointing to a diamond shape labeled Make a decision. The shape features a pink background and a bold, dashed outline. The style panel on the left shows the corresponding settings selected.

There are also tools to draw freehand, add text, and insert an image.

The diagram editor. A flowchart and a logo for PMI Delta Engineering are shown. An arrow points to the selected logo. The toolbar at the top displays icons for drawing, text, and images.

The pan and move tools make it easy for you to view other parts of the canvas and reposition things that you’ve added.

The diagram editor. A box appears around the Hand and Selection icons in the toolbar. An arrow is pointing to the box.

When you’re finished creating your diagram, click Save.

📍Where it’s available

  • Toolbar

  • Slash “/” menu


Generating content with AI

The FlexDoc Editor features an integrated AI tool to assist you in creating and modifying content quickly and easily.

Generate new content

Click Generate in the toolbar or the slash “/” menu to open the Generate Content window.

The FlexDoc Editor toolbar. An arrow is pointing to the Generate button. A forward slash typed in the editor. A dropdown is shown with another arrow pointing to the Generate option.

To create new content, enter a prompt, then click Generate. A "prompt" is the text you type to give the AI instructions. If you aren't sure where to start, you can also use any of our pre-defined options:

  • Write article

  • Create outline

  • Write blog post

You also need to tell the AI what you want to write. For the best results, it helps to be as specific as possible. For example, “Write an internal memo for PMI Delta Engineering to announce the promotion of Ingrid Erickson as the new Director of the Cybersecurity department. Use a professional and friendly tone.”

The Generate Content window. The prompt field contains a request to write an internal memo regarding a promotion. Buttons for Write article, Create outline, and Write blog post are shown, followed by a Generate button.

Joy’s built-in AI uses your prompt to write the content and gives you the option to do the following:

  • Accept: Add the AI-generated text to your FlexDoc.

  • Reject: Close the AI chat area without adding the generated text to your FlexDoc.

Modify existing content

To enhance your existing content with AI, highlight some text then click Edit in the floating toolbar.

The FlexDoc Editor. Several paragraphs of text are highlighted, and the floating toolbar is shown. An arrow is pointing to the Edit button.

Enter a prompt or choose one of our pre-defined options:

  • Improve writing

  • Make more formal

  • Make more casual

  • Summarize

  • Expand

  • Fix grammar

  • Explain concept

The Edit with AI window. A prompt field is shown above several option buttons, including Improve writing, Make more formal, Make more casual, Summarize, Expand, Fix grammar, and Explain concept.

For example, you can enter a prompt asking the AI to rewrite content for a specific purpose, such as a presentation for high school students.

The Edit with AI window. The Prompt field contains a request to rewrite text for a high school presentation using a friendly tone. Several options are shown below the field including Improve writing and Make more casual alongside a button that says Generate.

After entering your prompt or selecting one of the options, click Generate. The AI will generate the revised text and give you the option to do the following:

  • Accept: Replace the highlighted text with the AI-generated content.

  • Reject: Close the Edit with AI window and don’t make any changes to the highlighted text.

📍Where it’s available

  • Toolbar

  • Floating toolbar

  • Slash "/" menu

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