Skip to main content

Compose a structured document with blocks and embedded documents

Use Compose Mode to build a structured document from text sections and embedded reference documents, ready for saving as a formal record.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document in Compose Mode​

Navigate to the relevant document and switch into Compose Mode to see the composition surface with your content broken into editable sections.

Open the document in Compose Mode

Step 2: Review the existing content blocks​

Scroll through the document to see each section represented as a separate block, aligned with server-defined anchors so you can manage content in smaller pieces.

Review the existing content blocks

Step 3: Edit text content within a block​

Click into a block to edit its text in the rich text editor area, updating wording or structure as needed while staying within the current section.

Edit text content within a block

Step 4: Insert a new block between sections​

Hover between two existing blocks to reveal an insert point, then click it to create a new empty block where you can add additional narrative or requirements.

Insert a new block between sections

Step 5: Add an embedded document using the picker​

Use the document picker control to search for and select a supporting document, such as a survey or report, to embed as a card within the current block.

Add an embedded document using the picker

Step 6: Choose specific pages to include from the embedded document​

When prompted, use the page picker to select which pages from the chosen document to reference, then confirm to attach only the relevant pages.

Choose specific pages to include from the embedded document

Step 7: Review and manage embedded document cards​

Check that embedded documents appear as cards within the block and remove any card that is no longer needed to keep the composition focused.

Review and manage embedded document cards

Step 8: Confirm there are no unintended interface elements​

Scan the composition surface to verify that only the expected editing tools and embedded cards are visible, reassuring stakeholders there is no hidden UI.

Confirm there are no unintended interface elements

Step 9: Save the composed document​

Click the save action to store your structured changes; the system will emit the correct operations and the save button remains disabled if nothing has changed.

Save the composed document

Last updated: 2026-07-28