Create and format a document

Envisiondocs is the documents app in Enfusion. It is a page-based word processor built around A4 sheets, so what you see is close to what prints.

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Create a document

1. Click New in the top bar, or go to Discover and pick an Envisiondocs template.
2. On the “New document” page, enter a Title. The placeholder is “Untitled Document”.
3. Click Create, or click Create blank to skip naming.
4. You land in the editor.

The title bar shows Save and Share buttons and a save indicator.

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Saving

Your document autosaves. The indicator shows “Saved” while changes are stored and “Saving…” while a save is in progress. Press Ctrl S (or Cmd S) to save immediately.

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The formatting toolbar

The toolbar above the page includes:

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Find and replace

1. Press Ctrl F (or Cmd F) to open Find & replace.
2. In Find, type the text to search for. The placeholder is “Search for a word or phrase”.
3. In Replace with, type the replacement. The placeholder is “Replacement text”.
4. Press Enter to search for the next match.
5. Click Replace to replace the current match, or Replace all to replace every match.
6. Press Esc to close.

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Outline

Click the Outline toggle to show a sidebar of your headings. Use it to jump between sections in long documents.

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Next steps