Creating, Downloading, and Publishing Documents in SoterAI

SoterAI's Document Editor is a collaborative canvas for creating, editing, and sharing documents inside any conversation or workflow. It combines Word-style rich formatting, AI writing assistance, automatic saving, and export options in a single in-chat experience.

What is the Document Editor?

The Document Editor is a rich-text document editor (powered by SuperDoc) that opens automatically when you ask the chat assistant to create a document during a conversation or workflow. While it's officially called the Document Editor, it functions as a canvas — a flexible space for drafting policies, reports, assessments, and more.

You can:

• Write and format rich text content, using a familiar word-processor toolbar (paragraph styles, fonts and sizing, bold/italic/underline/strikethrough, text colour and highlight, bulleted and numbered lists, indentation, alignment, line spacing, tables, images, and links)
• Ask the AI assistant to rewrite, improve, or expand any section
• Export or publish your content in multiple formats

Creating a Document

To open the editor, simply ask the assistant in chat:

• “Create a document with this.”
• “Write this up as a report.”
• “Can you draft a safety SOP for this?”

The document will automatically open beside your conversation, and your original chat thread will stay visible (resized to 30% of the screen), allowing you to continue interacting with the assistant while editing the document.

Editing and AI Assistance

You can edit the document freely by typing directly. To use AI assistance, select any text to bring up the Ask SoterAI button. Clicking it opens a panel where you can type a custom instruction (“Ask SoterAI anything…”) or choose a quick action:

• Fix spelling & grammar
• Simplify language
• Add more details
• Make shorter
• Cite OSHA standards
• Ensure OSHA compliance

Edits are auto-saved every 10 seconds, and changes are tracked to help prevent data loss. The editor header shows a Saved indicator when your work is up to date.

Downloading a Document

To export a document:

1. Click the Export button in the top-right corner of the editor.
2. Choose Export as DOCX or Export as PDF.

This preserves all formatting (headings, tables, lists, etc.). The downloaded file uses the document's real filename.

Publishing a Document

To share your work within the workspace's Data Sources, click Publish to Data Sources. A confirmation appears first, because once a document is published you can no longer edit it, and it becomes available to every user of the workspace.

Published documents are not automatically added to Risk Intelligence — you'll need to trigger processing manually within Data Sources.

Closing without losing your work

Clicking the × in the top-right corner does not delete your document. It minimises the document into a card in the documents section of the chat thread, marked with a Draft status badge and showing the date and time it was created. You can reopen it at any time with the Open button.