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tracker:class:Issue Step 3 – Edit and manage your draft document ✍️ Todo ${creatorName@global}

Now that your draft is created, you can start editing your document. All controlled documents, whether SOPs, WIs, or other types, offer the same powerful editing features.

⚙️ Editing & Formatting Tools

TraceX provides flexible ways to enrich your documents through the text editor toolbar and the section tools.

1️⃣ Text Editor Toolbar

You can directly format your content using the rich text editor.

Features include:

  • Markdown formatting
  • Bold, italic, underline
  • Headers and lists
  • Links, tags, and inline code

Text Editor

2️⃣ Section Block Tools

By clicking the ➕ icon on the left side of any document row, you can insert dynamic content blocks like:

  • Images
  • File attachments
  • Tables
  • Action items
  • Diagrams
  • Drawing boards
  • Embedded content

Section Tools

This lets you structure documents exactly how your team works.

🎉 Congratulations! You’ve now completed Step 3 ✅

Next: ✅ Step 4 – Review and approve your document ➡️ 4.step-4-review-approval.md