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The Editor

The editor has two modes — Visual and Advanced — plus a structured metadata widget. Everything saves automatically.

Visual Mode (default)

A rich-text editor that renders your document close to how it will print. Format with the toolbar or with markdown shortcuts: type **bold** and it converts in place; type 1. at the start of a line to start a numbered list.

The metadata widget sits above the editor as a collapsible panel. Click its header to expand or collapse.

Advanced Mode

Raw markdown with syntax highlighting. Toggle it in the editor settings. Switch any time — the document is the same; only the editing surface changes.

In Advanced Mode, the metadata wizard opens as a modal dialog instead of inline. The raw frontmatter is editable directly between the ~~~card-yaml fences (see Quillmark Format).

Use Advanced Mode when you need to:

  • Hand-edit frontmatter that the wizard doesn't expose
  • Paste a document built elsewhere or by an LLM
  • Edit multi-card documents (indorsements, attachments) without losing structure
  • Debug a render warning

Metadata Widget

The widget reads its fields from the active template's schema. Each template defines its own required and optional fields — recipient, sender, subject, signature block, references, classification, font size, etc.

The widget is the only place where the document's frontmatter values come from in Visual Mode. If a field doesn't appear in the widget, it isn't in the template — switch to Advanced Mode to add custom keys (which may not render).

Live Preview

The right panel renders your document continuously. The renderer:

  • Validates frontmatter against the template's schema
  • Composes the document via the Quillmark engine
  • Produces a PDF preview, page by page

If a render fails, the preview shows a diagnostic with a path into the offending frontmatter or body. Fix the field and the preview updates.

Key Shortcuts

Shortcut Action
Cmd/Ctrl + S Save (autosave debounces ~2 s after typing stops)
Cmd/Ctrl + B Bold
Cmd/Ctrl + I Italic
Cmd/Ctrl + U Underline
Cmd/Ctrl + Z Undo
Cmd/Ctrl + Shift + Z Redo

Full list: Keyboard Shortcuts.

Autosave

Documents save automatically about 2 seconds after you stop typing (a debounced auto-save), and immediately on Cmd/Ctrl + S. Signed-in users sync to the server; guests save to browser storage on the current device.

Mobile

Editor and preview swap via a toggle in the top bar (you see one at a time on small screens). All editing features work; long-form composition is easier on a wider screen.

The sidebar lists your documents. Each document's options menu (the control) holds rename, delete, and publish-as-template actions. Sharing and republishing actions also live in the top bar of the active document — see Templates & Sharing.