The SuperDoc Editor in SoterAI
What is the SuperDoc Editor?
Welcome to the SoterAI onboarding module on SuperDoc reports. When SoterAI generates a document in chat — such as a report, policy draft, or safety analysis — it opens automatically in the SuperDoc Editor. SuperDoc is SoterAI's built-in document editor, displayed in a panel alongside your chat. It lets you review, edit, and export the document without leaving SoterAI.
SuperDoc is the default editor for main chat and for all record intake workflows.
The editor interface
The SuperDoc Editor has three main areas:
Document header
The document's filename appears at the top of the editor panel, with the label SuperDoc Editor beneath it. Two primary action buttons sit in the top-right corner:
| Button | What it does |
|---|---|
| Publish to Data Sources | Adds the document to your workspace's Data Sources, making it available for the AI to reference in future chats and analyses. |
| Export | Downloads the document. Choose DOCX (Word) or PDF format. The file is saved with the document's real filename. |
A Saved indicator appears in the header whenever all changes have been saved automatically.
Formatting toolbar
A full rich-text toolbar lets you format the document before exporting or publishing:
| Control | What it does |
|---|---|
| Style | Apply a heading level (H1–H3) or body text style to selected text |
| Font | Change the typeface |
| Size | Adjust font size |
| B / I / U / S | Bold, italic, underline, strikethrough |
| A (text colour) | Change the colour of selected text |
| Highlight | Apply a background highlight to selected text |
| List controls | Bulleted list, numbered list, decrease indent, increase indent |
| Alignment | Left, centre, right, justify |
| Line spacing | Adjust spacing between lines |
| Link | Insert or edit a hyperlink |
| Insert image / table | Add an image or a table to the document |
| Auto (language) | Set the document language for spell-check purposes |
Document outline
The left panel shows the document's section headings as a clickable outline. Select any heading to jump directly to that section.
Editing the document
Click anywhere in the document body to edit text directly. All standard formatting controls in the toolbar apply to the current selection. Changes are saved automatically — the header shows Saved when up to date.
You can also continue editing through the chat window. If you ask SoterAI to make a specific change — for example, to simplify a section or add more detail — be precise about what you want and where it should appear. The editor updates automatically when the AI responds.
Suggested follow-up actions
After generating a document, SoterAI may display suggested actions as buttons below the chat message — for example, Add charts and graphs to this report or Shorten the report to a one-page summary. Selecting one sends that instruction to the AI and updates the document in the editor.
Closing and reopening the editor
Select × in the top-right corner of the editor panel to close it. The editor closes and a documents section appears inline in the chat thread, showing a card for each document generated in that chat. Each card displays:
- The document filename
- A Draft status badge (until published to Data Sources)
- The date and time the document was created
- An Open button to reopen the editor
The document is not deleted when you close the editor. You can reopen it at any time by selecting Open on the document card.
Exporting and publishing
Export as DOCX or PDF — use the Export button in the document header. The downloaded file uses the document's real filename.
Publish to Data Sources — use the Publish to Data Sources button to add the document to your workspace knowledge base. Once published, SoterAI can reference it in future chats and workflows.
Things to know
- Documents generated in chat are scoped to that chat only until you publish them to Data Sources.
- Closing the editor with × does not delete the document — it collapses into the documents section in the chat thread.
- Exported files always use the document's real filename, not a generated ID.
- SuperDoc is available in main chat and in record intake workflows.
- Documents remain in Draft status until you publish them to Data Sources.
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