User Guide
Step-by-step guidance for getting the most out of EditorX.
Table of Contents
Getting Started
Learn the basics of EditorX
Create your first workspace
After signing in, click "Create Workspace". Enter a name and description, choose a template (blank, collaboration, academic, etc.), and you'll land in the editor.
Navigate the interface
The top bar houses main actions: file management, editing tools, AI assistant, and collaboration. The left sidebar shows documents and folders. Open properties, comments, and AI suggestions on the right.
Basic editing
Use the rich text editor with Markdown shortcuts. Type '/' to insert blocks quickly. Drag and drop blocks to reorder content.
Save & sync
Changes save automatically to the cloud. Offline edits sync when you're back online. Review and restore versions from history.
Collaboration
Work efficiently with your team
Invite teammates
In workspace settings, click "Invite". Enter emails, set roles (viewer, editor). Invites are delivered by email.
Real-time co-editing
Multiple people can edit together. Each cursor shows a unique color and changes merge automatically to avoid conflicts.
Comments & feedback
Select text and add comments. Mention teammates with @. Reply to discuss and mark resolved when done.
Access control
Owners set member permissions and per-document access. Support for password-protected links and link expiry.
AI Features
Use AI to boost productivity
AI meeting assistant
Enable the assistant in meetings. It analyzes discussions, links related docs, and produces minutes plus action items afterward.
Smart writing aid
Select text to rewrite, expand, or summarize. AI polishes tone and grammar, auto-completes paragraphs, and supports translation.
Workspace context
AI understands your whole workspace structure. It searches relevant docs to answer questions, summarize progress, or draft reports with team-aware suggestions.
Automation
Use Python scripts for batch processing, data extraction, and format conversion. AI can help write and optimize scripts.
Document Management
Organize and manage your docs
Folder organization
Create nested folders to categorize docs. Drag and drop to arrange. Add color labels and icons for clarity.
Search & filter
Use global search to find content quickly. Filter by tags, author, date; results highlight matches. Save searches as smart folders.
Version history
View full edit history, compare versions, and restore any snapshot. Tag important versions with notes.
Import & export
Import Word, PDF, Markdown, and more. Export to PDF, Word, HTML, or entire folders in bulk with custom templates.
Python Automation
Automate workflows with Python
Create automation scripts
Add Python files in your workspace and edit with the built-in IDE. Access workspace data with common libraries (pandas, numpy, matplotlib, etc.).
Batch document processing
Read and modify documents in bulk, extract data for reports, and automate conversions or cleanup with regex.
Data visualization
Generate charts with matplotlib or plotly and insert them automatically. Build interactive dashboards that update with data changes.
Scheduled tasks
Set cron-like schedules for scripts to send recurring reports, watch data changes, and trigger alerts.
Database
Structured data management
Create tables
Define custom tables with field types (text, number, date, relation, etc.), validations, defaults, and import CSV/Excel.
Data views
Table view for editing, Kanban for workflows, Calendar by time, and Gallery for visuals.
Relations & links
Link tables, connect docs to records, use formulas, and aggregate rollups.
Query & analysis
Filter and sort with multiple conditions, run SQL for advanced analysis, and generate reports or charts.
Settings
Personalize your workspace
Personal settings
Update profile and avatar, set language/timezone, customize fonts/theme, shortcuts, and preferences.
Workspace settings
Rename workspace, set default permissions and invite rules, manage integrations and billing.
Notifications
Choose what to be notified about and how (email, in-app, push). Configure quiet hours per workspace.
Security
Enable 2FA, manage passwords and devices, configure backups, and review access logs.
Need more help?
Explore other documentation resources or contact our team.