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Documents are rich-text, block-based pages you write in Erstan’s editor — the place for AR aging summaries, close checklists, runbooks, and any report you want to keep and share. They live under a team’s Content, where agents can read and update them alongside you.

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The Documents list

Open a team and go to Content → Documents to see every document in that team. Each team keeps its own documents; switch teams to see another team’s content.
  • Create — New document opens an Untitled document in the editor. A new document inherits whichever folder you’re currently in.
  • Organize with folders — New folder to create one, then drag documents onto it or use a document’s Move to folder action. Click a folder to open it; breadcrumbs track where you are. Documents and Files share the same folder tree per team, filtered by kind.
  • Find — the search box filters by title. Filter by status (All statuses / Draft / Published / Archived) and sort by Updated (newest), Title (A-Z), or Created (newest).
  • Switch layout — toggle List view and Grid view.
  • Row actions — open a document’s ⋯ menu to Rename, Move to folder, Change status, Duplicate, Pin, or Delete. Select multiple documents with the checkboxes to Change status or Delete in bulk.
Folders can’t be deleted while they still contain documents, files, or sub-folders — empty a folder first.

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Document status

Every document has a lifecycle status that controls whether it’s editable. You can change status from a document’s ⋯ menu or in bulk from the list. See Publishing, exporting & collaborating for the full publish flow.

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The editor

Open a document to write in the block editor. Everything auto-saves as you type.

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Title, icon, and cover

Type at the top to set the document title. From the title area you can add an icon (emoji, Lucide glyph, or image) and a cover image to make the page easy to recognize in the list.

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The slash menu

Type / anywhere to open the block menu, then keep typing to filter (Type to search blocks…). Blocks are grouped so you can find the right one fast.
Headings 1–6, paragraph text, Bulleted list, Numbered list, Task list, Quote, Code block, and Divider.
Table, Chart, Callout, and Image. Charts and metric cards bind to query results so a SuiteQL report can become a visual. Callouts come in Info, Warning, Error, Success, and Tip styles.
Insert an Image or File, and arrange content with 2 Columns, 3 Columns, or Sidebar Left / Sidebar Right layouts.
Select text to bring up the inline formatting toolbar, or right-click a block for Ask AI, Comment, convert block type, Duplicate, or Delete. You can also make the toolbar sticky.

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Page width

Set how wide the page reads from the document options. Choose Reading (752px) for prose, Wide (1100px) for tables and charts, or Full width to use the whole canvas.

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Editing with the AI assistant

Every Documents surface has a built-in AI chat sidebar so you can ask an agent to draft, summarize, or restructure a document for you. Open the chat panel (or the floating chat button on the list) and describe what you want — for example, “Draft an AR aging summary from this quarter’s overdue invoices” or “Tidy these notes into a close checklist.” A pulsing indicator shows when the agent is working, and chat threads are remembered per document and per list.
When the assistant creates, updates, or deletes content, it pauses for your approval before each change — choose Run action or Don’t run. You can opt into Auto-approve writes to skip the prompt, but that setting (remembered per chat thread) lets the agent change documents without asking, so use it only when you trust the task. See Approving and rejecting AI actions.
A document created by an agent shows a Created by agent badge in its header. Locked Snapshot report documents (for example, an automation-generated report) can’t be edited directly — Duplicate one to make changes.

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Next steps

Publishing, exporting & collaborating

Publish documents, export to Word, PDF, Markdown, or Excel, and work together with comments and version history.

Files: upload, preview & edit

Store any file in a team, preview it inline, and edit text files in the browser.

Agent knowledge

Make files searchable so agents and automations can use them as context.

The Canvas panel

Open documents, SuiteQL queries, and NetSuite records inline beside your chat.