Overview
The Collaboration Editor introduces a completely different editing experience compared to the legacy editor.
Unlike the legacy editor, which is based on Markdown, the Collaboration Editor is a WYSIWYG (What You See Is What You Get) editor. This means that content is displayed while editing much closer to how it will appear in the final report.
How to Enable the Collaboration Editor
The new Report Editor can be activated on a per-project basis.
Step 1: Create a New Project
Step 2: Open Project Settings
Navigate to:
Project Settings → Report
Step 3: Change the Report Editor
Locate the Report Editor field.
By default, this field is set to:
Markdown
Change the value to:
Collaboration
Save the project settings.
How to Access the Collaboration Editor
Once the Report Editor has been set to Collaboration, you can open the new editor by generating the draft report.
After the draft report is generated, the report will open in the new Report Editor interface.
The first part contains the
- context menu next to the report version
- online collaborators
- fullscreen mode button
- comments bar
- toolbar actions
The editor toolbar provides formatting and content insertion tools, including:
- Text formatting (headings, bold, italic, underline, strikethrough)
- Text styling (highlight and color)
- Quotes and code formatting
- Links and comments
- Images, tables, and horizontal separators
- Text alignment
- Numbered and bulleted lists
- AI Copilot assistance
- Report Tokens insertion
- Refresh tokens
Working with Tokens
The Collaboration Editor introduces a more interactive way of working with report tokens.
When a token is inserted into the report, its output is displayed directly in the editor and highlighted with a dashed border. Clicking on the token output reveals several actions that can be performed without leaving the editor.
Available actions include:
- Edit Token (✏️)
Opens the Token Editor directly, allowing you to modify the token configuration and settings without navigating away from the report. - Refresh Token Output (🔄)
Updates the output of the selected token only. This allows you to refresh the token content without regenerating or refreshing the entire report. - Delete Token (🗑️)
Removes the token from the report.
This new workflow makes it easier to manage and adjust report content directly within the editor while immediately seeing the impact of your changes.
Text Selection Actions
The new Report Editor also provides contextual actions when selecting text within the report while in the Editor.
Simply highlight the desired text to reveal additional options:
- Add Comment (💬)
Create a comment attached to the selected text. This is useful for collaboration, reviews, and requesting feedback from team members without modifying the report content itself. - AI Copilot (🤖)
Use AI-assisted actions on the selected text. Depending on the context, Copilot can help rewrite, improve, expand, summarize, or otherwise refine the selected content.
These contextual actions allow users to review and improve report content directly within the editor, making collaboration and content refinement significantly faster.