> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erstan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Publishing, Exporting & Collaborating

> Publish documents, export them to Word, PDF, Markdown, or Excel, and collaborate with comments and version history.

Once a document says what you need it to say, you can lock it as the published version, hand it off in another format, and work on it with your team. Everything here lives in the document editor under a team's **Content** — see [Documents and the editor](/content/documents) to create one first.

## Publish or keep as a draft

Every document has a status: **Draft**, **Published**, or **Archived**. A draft is your working copy; publishing marks the document as the finished, read-only version.

<Steps>
  <Step title="Open the document options">
    In the open document, click the options (**⋯**) menu in the header.
  </Step>

  <Step title="Choose Publish">
    Select **Publish** to move the document from **Draft** to **Published**. To edit it again later, open the same menu and choose **Convert to draft**.
  </Step>
</Steps>

<Note>
  A **Published** document is read-only in the editor. Convert it back to **Draft** to make changes, then publish again. You can also change status per row (or in bulk) from the Documents list.
</Note>

<Warning>
  Some documents are locked **Snapshot reports** — for example, a report an [Automation](/agents/overview) generated on a schedule. These cannot be edited at all; the banner asks you to **Duplicate** the document first, then edit the copy.
</Warning>

## Export and print

Use the document options (**⋯**) menu to take a document out of Erstan in the format the recipient needs. Export does not change the document's status — your copy in Erstan stays as is.

| Format       | Menu item                   | Best for                                         |
| ------------ | --------------------------- | ------------------------------------------------ |
| Markdown     | **Export → Markdown (.md)** | Plain-text portability, wikis, version control   |
| Word         | **Export → Word (.docx)**   | Editing in Microsoft Word, formal hand-offs      |
| PDF          | **Export → PDF (.pdf)**     | Sharing a fixed, read-only copy                  |
| Excel tables | **Export → Tables (.xlsx)** | Pulling the document's tables into a spreadsheet |
| Print        | **Print**                   | A paper copy or a quick desktop print            |

<Info>
  A few format details to expect: **PDF** is produced through your browser's print dialog (choose **Save as PDF**), so the layout follows your print settings. **Tables (.xlsx)** exports the document's table blocks into a workbook. For **Word**, charts are captured as images so they carry across.
</Info>

<Tip>
  Building a recurring report? Ask Erstan to query NetSuite with SuiteQL, drop the results into a document, then export to Excel or PDF in one pass. See [Reporting with SuiteQL](/playbooks/reporting-suiteql).
</Tip>

## Comment and mention teammates

Documents support inline comments so reviewers can leave feedback without changing the text.

<Steps>
  <Step title="Select text or a block">
    Highlight the words or click into the block you want to comment on.
  </Step>

  <Step title="Add a comment">
    Choose **Comment** to attach a note. Commented text is marked inline so others can find the thread.
  </Step>

  <Step title="Mention a teammate">
    Type **@** in a comment to mention a member of your team or workspace and pull them into the discussion.
  </Step>

  <Step title="Track threads in the Comments panel">
    Open the **Comments** panel from the document's right-hand rail to see every thread in one place.
  </Step>
</Steps>

<Note>
  The right-hand panel also holds **Properties** (with **Outline**, **Info**, and **Assets** tabs) alongside **Comments** — a quick way to jump around a long document and see what is attached to it.
</Note>

## Version history and restoring revisions

Erstan keeps a revision history as you and your teammates (and agents) edit a document, so you can review earlier states and roll back if needed.

* Open the document's **Properties** panel to reach its **history**.
* Browse earlier revisions and **restore** any one of them to make it the current version.
* Documents created by an agent carry a **Created by agent** badge in the header, so you can tell at a glance where the content came from.

<Warning>
  Letting an agent edit a document is a write action. By default the agent pauses for your approval before each change; you can opt into **Auto-approve writes**, which is remembered for that chat thread. Review changes before turning it on. See [Approving and rejecting AI actions](/chat/approvals).
</Warning>

## Common questions

<AccordionGroup>
  <Accordion title="Why can't I edit this document?">
    It is most likely **Published** (read-only until you **Convert to draft**) or a locked **Snapshot report** (which you must **Duplicate** before editing).
  </Accordion>

  <Accordion title="Where did my PDF formatting come from?">
    PDF export runs through your browser's print pipeline. Adjust margins, scale, and headers in the browser's print dialog before choosing **Save as PDF**.
  </Accordion>

  <Accordion title="Can I share a link instead of a file?">
    Yes — use **Copy link** from the options (**⋯**) menu. Document links are team-scoped, so the recipient needs access to that team.
  </Accordion>

  <Accordion title="How do I get notified about changes?">
    Use **Subscribe** from the options menu to follow a document, and **Unsubscribe** to stop. **Pin** helps you keep an important document close.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Documents and the editor" icon="file-pen" href="/content/documents">
    Create rich documents with the block editor and slash menu.
  </Card>

  <Card title="Files: upload, preview & edit" icon="file" href="/content/files">
    Store, preview, and edit any file in a team.
  </Card>

  <Card title="Agent knowledge" icon="brain" href="/content/agent-knowledge">
    Make content searchable so agents can use it as context.
  </Card>

  <Card title="Reporting with SuiteQL" icon="table" href="/playbooks/reporting-suiteql">
    Turn NetSuite query results into documents you can export.
  </Card>
</CardGroup>