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The Documents page

The Documents page drafts a document, spreadsheet, deck or flowchart from a description, starts blank files, imports Visio, and lists your files and trash.

All plansUpdated

The Documents page is a single list of your Office files with an AI writer at the top. Describe what you need and PlexiDesk writes a first draft, already open for editing. Below it are all your files and, when there is anything in it, the trash.

Before you start

  • Plans. The Documents page is on every plan.
  • Create with AI needs AI to be set up: PlexiDesk credits while you are signed in, or your own Anthropic key. See AI settings.
  • Collaborate needs you to be signed in to your PlexiDesk account.

Get to the Documents page

When you open a file outside PlexiiOffice, for example a new file from an editor's File menu or from the command palette, the arrow at the left of the editor's header says Back to Documents. Click it to go to the Documents page. (For a design, the arrow goes back to PlexiDesign instead.)

The page is headed Documents.

Create with AI

  1. At the top, choose what you are making: Document (writeups, briefs, proposals), Spreadsheet (plans, budgets, trackers), Slides (decks and presentations) or Map (flowcharts and workflow maps).
  2. Describe it in the box. Be specific about what it should contain, for example "a one-page launch plan for our new pricing, with goals, timeline and risks".
  3. Optionally, fill in Who is it for? (optional), such as "the leadership team".
  4. Click Create with AI, or press ⌘ Enter on a Mac (Ctrl Enter on Windows).

The button reads Creating… while the draft is written. The new file then opens in its editor, named by the AI, for you to change as you like.

If AI is not set up yet, a message under the box says so, and you can still start blank.

Start blank

Under the AI box, Or start blank: has a button for each kind of file: Document, Spreadsheet, Slides and Map. Click one to make an empty file and open it.

Import a Visio diagram

  1. Click Import Visio, beside the blank buttons.
  2. Choose a .vsdx file on your computer.

A new diagram is made from it and opens in PlexiDiagrams. See Import Visio and export diagrams.

Your files

Under Recent, every file is listed as a card with its name, how long ago it was edited and where it is filed. Click a card to open the file.

Rest the pointer on a card for two more buttons:

  • Collaborate (share live) opens a live, shared version of the file that you and the people you invite can edit at the same time. See Work together in real time.
  • Move to trash (recoverable below) moves the file to the trash.

The filing label on each card shows the folder the file is kept in. Click it to file the file somewhere else. See Organise files and file documents.

With no files yet, the page says No documents yet. Click Start writing to jump to the AI box.

The trash

When you have files in the trash, Trash appears below your files with a count, for example Trash (2). Click it to show or hide the trashed files.

  • Restore (the arrow out of a bin) puts a file back in your list.
  • Delete forever asks you to confirm, then removes the file for good. This cannot be undone.

See Delete and restore Office files.

Common questions

How is this different from Office Home? Office Home is PlexiiOffice's start page, with app tiles, templates and your day. The Documents page is a plain list of your files with the AI writer at the top. Both show the same files.

The AI draft is not quite right. It is an ordinary file, so edit it as you would anything else. For documents, the editor's own AI can rewrite parts of it. See Draft and rewrite with AI in PlexiiDocs.

Can AI draft a design or artwork here? The Documents page drafts documents, spreadsheets, slides and flowcharts. PlexiDesign has its own AI. See Generate designs and copy with AI.

Still need help? Contact support at [email protected].