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Templates & Export

Save time with reusable templates and export documents in any format.

Document Templates

Using Templates

Access Templates:

  1. 1Click "Templates" in the sidebar
  2. 2Browse available templates
  3. 3Click to create from template

Creating Templates

Save Any Document as Template:

  • • Templates are marked with is_template flag
  • • Available to all users in organization
  • • Can be created from any document
  • • Preserves all content and formatting

Exporting Documents

Available Export Formats

PDF Export

  • • Professional formatting
  • • Uses html2pdf.js library
  • • Preserves document structure
  • • Includes images and tables

Word (.docx)

  • • Microsoft Word format
  • • Uses html-docx-js library
  • • Editable document
  • • Compatible with Office

Markdown

  • • Plain text with formatting
  • • GitHub compatible
  • • Version control friendly
  • • Preserves document structure

HTML

  • • Web-ready format
  • • Inline styles included
  • • Self-contained file
  • • Browser viewable

How to Export

Export from Document Menu:

  1. 1. Open your document
  2. 2. Click the document menu (⋮) in toolbar
  3. 3. Hover over "Export as"
  4. 4. Choose your format (PDF, Word, Markdown, HTML)
  5. 5. File downloads automatically

Bulk Export

Export Multiple Documents:

Bulk export functionality is available via the API endpoint:

/api/documents/export-multiple

Exports documents and folders to Markdown format in a structured tree.

HubSpot Export

Export to HubSpot Blog

Publish documents directly to your HubSpot blog:

  • • Available from document menu
  • • Select blog and author
  • • Set publish date or schedule
  • • Preserves formatting

Export as HubSpot Note

Note: This feature may be available through HubSpot integration

Importing Content

Copy and Paste

Smart Paste Support:

  • • Paste from Google Docs, Word, or web pages
  • • Formatting is preserved when possible
  • • Tables convert automatically
  • • Images paste from clipboard

File Upload

Drag and Drop:

  • • Drag files directly into editor
  • • Images display inline
  • • Other files become download links
  • • Multiple file support

Technical Details

Export Implementation

  • • Export Library: Uses document-export.ts module
  • • PDF Generation: html2pdf.js library
  • • Word Generation: html-docx-js library
  • • Markdown Conversion: Custom blocksToMarkdown function
  • • HTML Generation: Custom blocksToHTML function
  • • Dynamic Blocks: Cached content for HubSpot/Linear blocks

Export Tips

Best Practices

  • 📄 PDF for Sharing - Best for final documents
  • 📝 Word for Editing - When others need to edit
  • 💾 Markdown for Backup - Version control friendly
  • 🌐 HTML for Web - Publish online
  • ⏱️ Export Regularly - Keep local backups