In Sanplex Free and above (including Standard, Premium, and Enterprise), the Document Editor supports the following capabilities:

• You can type simple “/” commands to quickly perform common actions and insert commonly used elements, which enhances editing efficiency.
• You can use “/” commands to insert Sanplex data lists into a document.
• As the system is upgraded, existing (historical) documents continue to be displayed and remain editable in the Document Editor, so you can keep improving document content without manual migration.

Next, we will explain how to use the Document Editor in detail.

1. Assign Permissions

Before using the Document Editor, you must grant the required permissions.

Go to Admin > User Management > Permissions > Document Management and assign the appropriate permissions. Permissions can be configured flexibly based on your actual workflow and access-control needs.

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2. Create a Document

2.1 Enter the Document Title

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2.2 Customize Keywords

After entering keywords and saving, the keywords are displayed as tags in the document.

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2.3 Type “/” to Use Commands

Type “/” in the editor to open a dropdown menu, then select the object you want to insert.

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2.4 Use “/” Commands to Insert “Sanplex Data”

From the “/” command dropdown menu, select Insert Sanplex Data.

Sanplex currently supports inserting the following data types:

• Requirements List
• Tasks List
• Test Cases List
• Bugs List
• More Lists

Notes:

• In Admin > User Management, if the permissions for a specific object are not granted, that object will not appear as an insertable option in the dropdown list.
• If the user does not have access to a specific product or project, they will not be able to select that product/project when inserting data.

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2.5 Customize Text Formats and Styles

After entering content in the editor, you can select text and apply formatting options.

• The editor supports six heading levels, bold, italic, underline, strikethrough, code, links, text color, and more.

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2.6 Other Insert and Editing Features

The editor also supports inserting:

• ordered lists
• unordered lists
• images, links, and attachments
• dates, table view, and Kanban view
• code blocks
• quotes
• to-do lists

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You can select a block in the document structure and move it up or down.

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On the current line, you can choose Duplicate to copy the same content and insert it directly below.

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You can insert a divider to separate document content into sections.

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2.7 Pin the Top Toolbar

• Common actions
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• More actions
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