PlexiiDocs overview

PlexiiDocs is the document editor in PlexiiOffice. Use it for anything you write: briefs, reports, proposals, letters and notes. It has the formatting, tables, page layout, comments and suggested edits you expect, plus AI that drafts and rewrites at your cursor.

Every document is kept in Office and can also sit on a desk as a Document widget. It is the same document in both places.

Before you start

• Plans. PlexiiDocs is on every plan.
• AI features need AI to be set up: PlexiDesk credits while you are signed in, or your own Anthropic key. See AI settings.

Open or start a document

• A new document: on Office Home, click the PlexiDocs tile, or Create. See Create a document, sheet, deck, diagram, design or artwork.
• One you have: click it in Recent on Office Home. See Find, star and pin your Office files.
• From Word: see Word, PDF and web export in PlexiiDocs.

The parts of the editor

From top to bottom:

The header

The document's name, where it is filed, Chat about this document, Share, and whether your changes are saved. See The editor header, saving and the File menu.

The menu bar

The toolbar

Undo and redo; Styles; the font and size; bold, italic, underline, strikethrough, inline code, subscript and superscript; text colour and highlight; alignment and line spacing; bulleted, numbered and checklist lists; link, image, table and divider; clear formatting; and find and replace. When the cursor is in a table, buttons for rows and columns appear too.

At the right end are the word count, the folder button (Open or export Office files) and Ask AI. Rest the pointer on any button to see its name. See Format text and use styles.

The view bar

Under the toolbar, a row shows the word count and reading time, Continuous or Page, and in page view the page settings. At its right are Outline, Comments, Assistant, Focus and Suggesting.

The page

Where you write. In an empty document it says Write something, press "/" for commands, or use Ask AI…

The side panel

Outline and Comments open a panel on the right with two tabs, Comments and Outline. It starts closed. Collapse it with the arrow at its top; when it is closed, the Panel button at the top right brings it back. PlexiDesk remembers whether you left it open.

What you can do

• Format and style text, and restyle every heading of a level at once. See Format text and use styles.
• Insert with / and link with @ without leaving the keyboard. See Insert with / and link with @.
• Add tables, images and links. See Tables, images and links.
• Add a table of contents and footnotes. See Table of contents and footnotes.
• Lay out real pages with paper size, margins, headers and footers. See Page view, margins, headers and footers.
• Suggest edits for someone to accept or reject. See Suggest edits with track changes.
• Comment on a passage. See Comment on a document.
• Find and replace, with whole-word and pattern matching. See Find and replace in a document.
• Focus on the sentence you are writing, and see the outline and word count. See Focus mode, outline and word count.
• Draft and rewrite with AI. See Draft and rewrite with AI in PlexiiDocs.
• Embed a desk widget in the page. See Embed desk widgets and other files in a document.

Keyboard shortcuts

Help > Keyboard shortcuts lists more. See Keyboard shortcuts in Office.

Common questions

Do I need to save? No. Every change is saved as you type. The header says Saved when it is stored.

Can I work on a document on a desk? Yes. Add a Document widget, or put a document you already have on a desk. See Document widget.

Where are the AI Assistant and Comments? Comments in the view bar opens the side panel on its Comments tab. Assistant opens Plexii, the assistant. See Meet Plexii, your assistant.

Related tasks

• Format text and use styles
• Insert with / and link with @
• Page view, margins, headers and footers
• Draft and rewrite with AI in PlexiiDocs
• Word, PDF and web export in PlexiiDocs
• Document widget