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 to add a new block below it.
The
Insert icon in the toolbar lets you add special types of blocks, such as horizontal lines, images, and tables.
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 “/”.
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 |
| ✅ | n/a | n/a |
Bold |
| ✅ | ✅ | n/a |
Capitalize (changes selected text to be in title case) |
| ✅ | ✅ | n/a |
Clear formatting |
| ✅ | n/a | n/a |
Code (single line) |
| ✅ | ✅ | ✅ |
Equation |
| ✅ | n/a | ✅ |
Highlight |
| ✅ | n/a | n/a |
Italic |
| ✅ | ✅ | n/a |
Keyboard input |
| ✅ | ✅ | n/a |
Lowercase |
| ✅ | ✅ | n/a |
Block formatting
|
| ✅ | n/a | ✅ |
Strikethrough |
| ✅ | ✅ | n/a |
Subscript |
| ✅ | ✅ | n/a |
Superscript |
| ✅ | ✅ | n/a |
Text color |
| ✅ | n/a | n/a |
Text size |
| ✅ | n/a | n/a |
Typeface |
| ✅ | n/a | n/a |
Underline |
| ✅ | ✅ | 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
📍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).
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.
📍Where it’s available
Toolbar
Slash “/” menu
Adding a link
Add a link by highlighting some text and then clicking the
Link icon in the toolbar or floating 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 in the toolbar. Push text toward the left by clicking the
Outdent icon.
📍Where it’s available
Toolbar
Using columns
Columns are a great way to display a block of text beside an image.
Quickly create a column layout by clicking the
Columns Layout option in the toolbar or the slash “/” menu.
This displays the 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.
To view the contents of a container, click it. In the following example, the "Observed Holidays" container is open.
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.
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 in the toolbar or use the keyboard shortcut Ctrl+Z.
Click the
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 from either the toolbar or the slash “/” menu.
In the Insert Table window, specify the number of rows and columns you want in the table, then click Confirm.
📍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:
Click in a cell (a specific square within the table) either above or below where you want to add a row or column.
Click the arrow, then select one of the add or insert options.
If you’re in a cell that’s in the table’s last row or column, you can click the
Add icon to quickly add a row or column to the end.
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.
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.
📍Where it’s available
Table menu
Deleting a row, column, or table
To remove a row or column:
Click in a cell that’s in the row or column you want to delete.
Click the arrow, then select the option to delete the row or column. You can even delete the entire 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:
Click in the cell that you want to change.
Click the arrow, then Background color.
This opens the Cell background color window.
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.
Click the
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.
📍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:
Click the spot on the page where you want to add text.
Click the
Speech to Text icon in the toolbar to start recording.
If prompted, grant Joy permission to use your microphone.
Speak out loud. Joy will add your words to the page.
When you’re done talking, click the
Speech to Text icon again to stop the recording. 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:
Click the
Image icon in the toolbar or floating toolbar.
The Insert Image window opens.
Click Choose File to upload your image file.
Add alt text—a description of the image that is read aloud to visually impaired people so they know what the picture shows.
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.
To do this, click the image you’ve added to your FlexDoc, then click Add Caption.
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,
Vimeo, or
Twitch icons from either the toolbar or the slash “/” menu.
📍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.
You can create an Excalidraw diagram in your FlexDoc by clicking the
Excalidraw icon from either the toolbar or the slash “/” menu.
This opens a blank canvas and Excalidraw’s toolbar.
Use the various options in the toolbar to draw different shapes, such as a rectangle, diamond, circle, arrow, or line.
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.
There are also tools to draw freehand, add text, and insert an image.
The pan and move tools make it easy for you to view other parts of the canvas and reposition things that you’ve added.
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.
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.”
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.
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
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.
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




































