Creating & Editing Documents in a Workspace

Bluescape’s document editor allows users create and edit documents, presentations, and spreadsheets right from within a Bluescape workspace - no integrations required.

Bluescape Document Editor

Creating a new document

To add a document to the Workspace:

  1. Click the :add_content: (Add content) button from the workspace toolbar

  2. Select the type of document you would like to create - Document, Presentation, or Spreadsheet
     

  3. The document will automatically load in Edit mode:
     


     
    Changes made in the document are automatically saved.
     
    BluePro Tip: Other workspace users with Edit permissions can co-edit the document with you. Other users will be indicated in the Users area in the top-right corner of the editor.
     
    To update the filename, double-click the title in the top-left corner of the editor.

  4. To exit the document editor, use the “X” located in the top-right corner of the editor window.

Editing an existing document

The document editor allows users to edit previously created or uploaded supported documents (.docx, .pptx, or .xlsx).

  1. Select an existing document in the workspace and note the options on the toolbar:
     
Option Description
:expand: Open the document in view mode
:edit: Open the document in edit mode
:smart_grid: Extract the pages from the document
:download: Download the document
  1. Select the :edit: (edit) button from the toolbar to open the document in edit mode
     
    BluePro Tip: When opening the document in view mode, you can switch to edit mode from the notification or from the mode selector in the top-right corner of the document viewer: