Document Editor & Studio

Overview

ZiaSign's Document Editor and Document Studio provide a complete document workspace for creating, editing, and transforming documents — all from within your dashboard.

• Document Editor — A rich text editor for creating and editing documents with real-time collaboration
• Document Studio — An all-in-one workspace combining the editor with AI actions, PDF tools, and export capabilities

Document Editor

Navigate to Documents → Editor from the sidebar.

Creating Documents

Click New Blank Document to create a new document. The landing page displays your 8 most recently updated documents for quick access.

Editing Features

The editor provides a full rich text editing experience:

• Format text with headings, bold, italic, lists, and more
• Autosave — Content is automatically saved 2 seconds after you stop typing
• Manual Save — Press Ctrl+S (Windows) or Cmd+S (Mac) to save immediately
• Save Status — The toolbar displays the current save state and last-saved timestamp

Real-Time Collaboration

• Collaborator Avatars — See who else is viewing or editing the document
• Cursor Awareness — Collaborator cursor positions and selections are visible to all participants
• Offline Support — If you lose connectivity, an offline banner appears and pending changes sync automatically when you reconnect

Side Panels

Three collapsible panels are available from the toolbar:

Document Actions

From the toolbar menu:

• Export — Download in PDF, DOCX, HTML, Markdown, or Plain Text
• Duplicate — Create a copy of the current document
• Delete — Permanently remove the document (with confirmation prompt)

Document Stats

Click the stats icon to view:

• Word count, character count, sentence count, paragraph count
• Estimated reading time
• Readability score

Document Studio

Navigate to Documents → Studio for the full workspace experience. The Studio combines the document editor with integrated PDF tools and AI capabilities.

Start Screen

The Studio start screen offers four entry points:

• New Blank Document — Create a fresh document
• Upload — Drag and drop or browse to upload a file
• Quick Tools — One-click access to popular tools: merge, split, compress, watermark, encrypt, convert, extract, summarize, rotate, crop, and redact
• Recent Documents — Open your 6 most recently edited documents

Action Menus

The Studio toolbar provides five action menus:

AI — Analyze documents with AI:

• Summarize, Extract Clauses, Detect Risks, Translate, Classify, Extract Tables, OCR (Enhanced), Key Terms

Transform — Process PDFs:

• Merge PDFs, Split, Compress, Watermark, Encrypt, Rotate, Crop, Redact, PDF to Word, Word to PDF

Insert — Add content to your document:

• From Clause Library, Drawing (canvas), Table, Image, Horizontal Rule

Review — Collaborate and compare:

• Comments, Version History, Compare Documents

Export — Download your document:

• PDF, DOCX, HTML, Markdown, Plain Text

Integrated Tool Panel

When you select a PDF tool from the Transform or AI menus, the tool processor opens in a panel on the right side of the workspace. Upload your file, configure options, and process — all without leaving the Studio.

Tip: You can also open the Studio with a specific tool pre-selected by navigating to Studio with the ?tool= parameter, e.g., ?tool=merge or ?tool=ai-summarize.

Next Steps

• Explore 100+ PDF tools available in the dashboard and Studio
• Set up templates for documents you use frequently
• Learn about AI contract analysis for automated clause detection and risk assessment