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On the Content tab you create a document’s chapters, write their text and export the document. You edit a chapter’s text in the editor, described under Editor.

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Tab layout

On the left is the Table of Contents with the chapter structure, in the middle the editor for the selected chapter. If the chapter has headings, the Headings bar appears on the right as well. Outside edit mode, the toolbar above the content carries four buttons: In edit mode, Cancel and Save take their place, together with Undo, Redo, the search within the chapter and Editor Tips. Save becomes clickable once there are changes. Users who may only read in the Docs area do not see Edit and Settings. For an archived document, the settings are read-only until the document is restored.

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Chapter structure

A new document already has a first chapter, Introduction. You add further chapters in edit mode. Each chapter row starts with a handle: dragging it moves the chapter, and clicking the handle or right-clicking the row opens the Chapter Actions menu. The Search chapters magnifier in the title row of the table of contents opens a search field. The list stays complete, matches are highlighted, and Enter jumps to the next match. Esc or a second click on the magnifier closes the field.

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Column width

Hide Table of Contents collapses the column, Show Table of Contents brings it back. You change the width by dragging the divider between the table of contents and the text, or with the arrow keys; double-clicking the divider resets it. Docusnap365 remembers both in the browser. If the window is too narrow for two columns, a grip on the left edge opens the table of contents over the editor. It closes with Esc or a click outside it, and outside edit mode also as soon as you select a chapter.

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When you can write

Two conditions decide, in order. First, the status—this applies to everyone: Second, the role—only for a controlled document under strict mode. Then only the user assigned as Responsible edits the content, in Draft as well as in Approved. Without strict mode, and for uncontrolled documents, anyone who may write in the Docs area may edit. If a controlled document under strict mode has no Responsible person, the content is locked for everyone, and a banner above the content names the reason. You assign the responsible person under Properties. If Edit is disabled for another reason, the button’s tooltip names it. While the document is In Review, you open the content again by withdrawing the request, see Document Control.

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Editing costs the approval

On an approved document, Edit first asks back with Approval Will Be Lost. Edit Anyway opens edit mode; next to Save, a hint then says that saving sets the status to Draft. After saving, the document needs a new approval. The approved state remains as a version in History. Properties asks the same question when you change a document control field there.

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Unsaved changes

An edited chapter carries the hint Unsaved Changes in the table of contents and above the editor, and Docusnap365 asks back when you end editing or leave the document. How saving, the backup copy and conflicts with other users work is described under Editor.

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Exporting

The download icon opens the format picker. PDF, DOCX and HTML can be checked individually or together; Export starts the export. The file is produced in the background, and Docusnap365 lets you know when it is ready. The cover page, table of contents and page layout follow the export settings, which you change through Settings.

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Limits

A document has at most six chapter levels and at most ten subchapters per chapter. Docusnap365 reports when either limit is reached.
Delete Chapter removes one chapter together with its subchapters. The trash icon in the header of the detail page deletes the entire document. Both ask back with similar wording—check which confirmation is open before you confirm.
Writing, formatting and saving text: Editor. Assigning the responsible person and the approver: Properties. Submitting a controlled document for approval: Document Control. Looking up earlier versions: History.