Document Editor — User Guide | YoBench
How to use the Docs module in YoBench: TipTap-based rich text editor, wiki-links, Mermaid and Draw.io, KaTeX, version history, AI assistant.
What the Docs module does
The module is a full-featured rich-text editor inside YoBench for internal wikis, personal notes and project documentation. Under the hood — TipTap on ProseMirror: /-command menu, an extensive block set, Mermaid and Draw.io diagrams, KaTeX formulas, wiki-links between pages, version history, and an AI assistant.
What you get:
- Page hierarchy — nested documents with a sidebar tree and breadcrumbs.
- Rich editor — headings, task lists, tables, quotes, code blocks with syntax highlighting (28 languages), callouts, toggles, table of contents, find & replace, emoji picker.
- Diagrams and formulas — Mermaid, Draw.io (interactive), KaTeX math.
- Media — resizable images, YouTube/Vimeo embeds, file attachments.
- Wiki-links —
[[Page name]]with autocomplete; backlinks tracked automatically. - Version history — up to 50 snapshots per page with restore.
- AI assistant — Summarize, Continue Writing, Translate (8 languages), Improve Text.
- Export/import — Markdown, HTML, ZIP archives;
.mdimport creates a new page. - Local storage — all pages and versions in YoBench's encrypted database.
- Paginated favorites and trash — long lists of starred or deleted pages load in pages so the sidebar stays responsive.
Page parameters
When creating or editing:
- Title — display name.
- Icon — emoji from the picker.
- Cover image — URL (optional).
- Parent — for nesting.
- Flags — favorite, deleted (trash), template.
Tags and categories are not implemented yet — structure happens via hierarchy and favorites.
Editor features
Formatting
- Bold, italic, underline, strikethrough, inline code.
- Text color, highlight, subscript and superscript.
- Alignment (left / center / right).
Structural blocks
- Headings H1, H2, H3.
- Bulleted and numbered lists.
- Task lists with checkboxes.
- Quotes, code blocks (28 languages, lowlight).
- Tables with cell editing.
- Horizontal dividers.
- Callout blocks: Info / Warning / Success / Error.
- Toggle blocks (collapsible).
- Dynamic table of contents (TOC).
Advanced blocks
- Wiki-links —
[[Page name]]with autocomplete on existing pages. - Mermaid — diagrams in code.
- Draw.io — interactive vector editor.
- KaTeX — inline and block math.
- Video — YouTube/Vimeo embeds.
- Images — drag-and-drop upload with resize handles.
- Attachments — arbitrary files attached to a page.
Slash commands
Type / in the editor to open a menu of quick inserts: /heading1, /heading2, /heading3, /bulletList, /taskList, /table, /image, /codeBlock, /math, /mermaid, /drawio, /video, /quote, /toggle, /toc, /divider and more.
Find & Replace, emoji picker
Standard search-and-replace plus an emoji picker from the toolbar.
Version history
- A snapshot (
docs_page_versions) is created automatically when you switch to another page. - Up to 50 versions per page are kept; older are pruned.
- The Version history panel lists snapshots with timestamps; Restore makes the picked version current and the previous current is saved as a new version.
AI assistant
The editor toolbar has an "auto-improve" button. Available actions:
- Summarize — short summary of selected text or the whole page.
- Continue Writing — continue the text in the same style.
- Translate — translate to 8 languages (English, Russian, German, Spanish, French, Portuguese, Chinese, Japanese).
- Improve Text — improve grammar and clarity.
Results can be inserted at the cursor or replace the selection. The AI provider is taken from the module's global setting.
Export and import
- Markdown (.md) — export the current page.
- HTML (.html) — export with inline styles.
- ZIP (Markdown) — all pages as a set of
.mdfiles. - ZIP (HTML) — all pages as a set of
.htmlfiles. - Import
.md— creates a new page from a file. - Send to Context — page content can be pushed into Context Manager & RAG for later AI lookup.
Global settings
Under Settings → Docs:
- AI provider for Docs (
docsAiProviderId) — which provider from the AI Chat registry powers Summarize / Continue / Translate / Improve.
Workflow
1. Create your first page
- Open the Docs module from the left sidebar.
- In the sidebar click + New page.
- Enter a title and optionally pick an icon.
- Open the page.
2. Write content
- Type text;
/opens the slash menu. - Drag files right into the editor for attachments and images.
- Use
[[]]for a wiki-link to another page.
3. Build structure
- Drag pages in the sidebar to change hierarchy.
- Mark frequently used pages as Favorite.
4. Use the AI assistant
Select text → AI button in the toolbar → pick an action. The result inserts or replaces the selection.
5. Roll back to a version
Open the Version history panel → pick a snapshot → Restore. The current content is preserved as another version.
6. Export
Page menu → Export → pick a format. For the whole tree — Export ZIP.
Next steps
- Connect AI providers so the AI assistant works.
- Push your docs into Contexts & RAG so AI Chat can answer from them.
- For mind maps and whiteboarding, use Board.
Help and feedback
Want tags, collaborative editing or more export formats? Contact us via the feedback form.