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Compose a document from generated sections and embedded records

Use the unified compose view to edit generated document sections, embed supporting documents, and manage register blocks without changing the underlying template.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document in 'Edit content' mode​

From the unified documents view, open a generated document; it appears in compose mode with each section shown as an individual block you can work with.

Open the document in 'Edit content' mode

Step 2: Review section blocks and existing content​

Scroll through the document to review each section block, including its read-only generated text, embedded document cards, and any existing register blocks.

Review section blocks and existing content

Step 3: Insert additional documents into a section​

Within a section block, use the document picker to search for and select related documents; each chosen file is added as an embed card that shows its title, status line, thumbnail, and page count.

Insert additional documents into a section

Step 4: Choose specific pages to embed​

For multi-page documents, open the page picker from the embed card to select which pages to reference so that the embed is focused on the most relevant content.

Choose specific pages to embed

Step 5: Add and configure registers - RAMS, Companies, packages etc​

In sections that support registers, open the register builder to define or edit structured registers, then insert them so they appear as dedicated register cards in the composition surface. Each register will require a 'title' before it can be saved.

Add and configure registers - RAMS, Companies, packages etc

Step 6: Add, move, or remove register items between sections​

Hover between sections to reveal insert points, then add new embeds or register, or remove ones you no longer need, so that the composition matches the structure you want without touching the template.

Add, move, or remove register items between sections

Step 7: Update and add text notes​

In sections that permit user content, type or edit notes using the text editor for information that is kept alongside the document inserted sections and registers.

Update and add text notes

Step 8: Save the composition as a new version​

Save your changes so that the current arrangement of sections, embeds, and register blocks is stored as a new version of the document without incurring additional model usage.

Save the composition as a new version

Last updated: 2026-07-27T00:00:00.000Z