What is doc mode?
ChatPRD’s document functionality has received a significant update, providing a streamlined, efficient way to manage multiple documents directly within the platform. This article will guide you through the new features and show you how to make the most of them.
What are the best practices for creating a doc?
For best results, be as specific as possible when asking ChatPRD to write or update a document, especially if you have a long chat. Example prompts for saving a document could be:
Can you write me a 1 pager on my email notification system?
Can you update the PRD as a document and add the User Personas details into the PRD as well?
Can you update the User Testing Plan as a document but exclude the last section?
Can you write a new document using the updated template?
Great, add this new section to the doc and update the whole thing
.
Accessing Document Mode
Start or open an existing chat thread.
Ask the chat to write a document. The chat should ask you some details and then generate the document for you.
Click the document icon in the chat header and choose your document.
The interface will split into two panels:
Chat history on the left
Document editor on the right
You can now directly edit the document while maintaining the chat context.
Using the AI Toolbar
The AI toolbar provides intelligent assistance while editing:
Highlight text in your document.
Click the AI toolbar icon that appears.
Choose from available actions:
Expand: Elaborate on the selected text
Summarize: Condense the selected text
Rewrite: Rephrase the selected text
Improve: Enhance the clarity and quality
Simplify: Make the text more accessible
ChatPRD will process your request and suggest changes.
Review the suggestions and click Apply to accept or Discard to reject.
Adding Suggestions and Comments
Adding Suggestions
To suggest changes without directly editing the text:
Click Improve in the document header
Wait for the improvements to finish processing
Suggestions will appear as a highlighted overlay on the original text.
You can accept or reject the suggestions.
Working with Comments
To add comments to the document:
Highlight the text you want to comment on.
Click the comment icon in the popup toolbar.
Type your comment in the comment box.
Press Enter to save the comment.
Comments appear as highlighted text with a comment thread in the margin.
Reply to existing comments by clicking on them and typing in the reply field.
Resolve comments by clicking the checkmark icon.
Real-time Collaboration
When multiple users are editing the same document:
You'll see colored cursors indicating where other users are editing.
Changes made by others appear in real-time.
Hover over a colored cursor to see the user's name.
User avatars appear at the top of the editor showing who's currently viewing the document.
Document Version History
To access document version history:
Click the History button in the document toolbar.
Browse through previous versions of the document.
Select a version to view its content.
Click Restore to revert to a previous version if needed.
Saving Documents
Documents are automatically saved as you edit, but you can also:
Click the Save button in the document toolbar to create a named version.
Enter a name for the saved version (e.g., "First draft," "After team review").
Access saved versions through the document history.
Exporting Documents
To export your document:
Click the Export button in the document toolbar.
Choose your export format:
Microsoft Word (.docx)
PDF
Markdown (.md)
HTML
Or select an integration destination:
Google Drive
Notion
Confluence
Follow the prompts to complete the export.