> ## Documentation Index
> Fetch the complete documentation index at: https://hebno.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems.
> Use British English (organisation, not organization).
> Every feature and integration described in these docs is available. Describe it as documented.
> Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only.
> Do not discuss commercial terms. Direct commercial questions to support@hebno.com.
> Start with /index and /get-started/quickstart.

# Documents

> Ask for a brief, memo, proposal or report in chat, then edit it in the side pane with sections, tables and citations that export with a Sources list.

Hebno writes a document shaped to the kind of work you ask for, opens it in the side pane, and ties every claim to a source you can check. You edit it in place, ask for changes in plain words, and save it as Word, PDF or Markdown.

![Chat with a document open in the side pane](https://mintcdn.com/hebno/A7yItabWdPf4lOIs/images/chat-side-pane.png?fit=max\&auto=format\&n=A7yItabWdPf4lOIs\&q=85\&s=a9795294e7975e7a827d39ccbaedd0f0)

A document open in the side pane next to the chat that produced it.

## Ask for a document

Describe what you need: "Write a board paper recommending we enter the Nordic market", "Draft a statement of work for the Contoso data migration", "Turn these meeting notes into minutes". Hebno picks the document kind from the request and builds the structure for it. When the request needs sources, it runs [research](https://hebno.com/docs/research/research-runs.md) first and cites what it found.

| Kind | Typical request |
| - | - |
| **Research or strategy brief** | "Brief me on the retail banking market in Poland" |
| **Memo or email-length note** | "Write a one-page memo to the steering group" |
| **Board paper or decision paper** | "Prepare a decision paper on the vendor shortlist" |
| **Client proposal** | "Draft a proposal for the finance transformation" |
| **Statement of work or scope document** | "Write the SOW for phase two" |
| **Business case** | "Build the business case for the new intake process" |
| **Report or analysis** | "Analyse last quarter's utilisation and write it up" |
| **Project plan or charter** | "Draft the project charter" |
| **Meeting notes or minutes** | "Write up today's workshop as minutes" |
| **Policy, procedure or guideline** | "Draft a travel and expenses policy" |
| **Case study or credential** | "Write a credential from the Fabrikam engagement" |
| **One-pager or fact sheet** | "Make a one-page overview of our approach" |
| **Explainer or guide** | "Explain the new reporting rules for the team" |

If none fits, Hebno uses a general structure and applies your instructions.

## How a document is built

Hebno outlines the document first, drafts it section by section, then checks the draft for gaps: a placeholder left in, a missing summary, a citation that points to a source the document does not have. It rewrites those sections before you see the result. The answer comes first, each section heading states its point, and tables present material where several items share the same attributes, such as options, risks, or actions with owners.

If the project or library has a Word template, the document uses its structure. See [Templates](https://hebno.com/docs/deliverables/templates.md).

## Edit in the pane

Select **Edit** in the pane toolbar to open the document editor. Select **Done editing** to return to the read view.

The header shows the document status (**Draft**, **In review**, **Approved**, **Archived**), the title field (**Untitled document** until you name it), and the save state: **Saved**, **Saving**, **Unsaved** or **Save failed**. The toolbar has:

* **Undo** and **Redo**
* **Bold**, **Italic**, **Underline**, **Strikethrough** and **Link**
* **Heading 1**, **Heading 2**, **Heading 3**, **Paragraph**, **Bullet list**, **Numbered list** and **Quote**
* **Table**, with **Insert table**, row and column insert and delete, and **Delete table**
* **Ask Hebno** and **Cite source**

The context panel beside the editor has **Sources** and **Outline** tabs. **Outline** lists the headings so you can jump between sections.

### Type / for blocks

Type `/` on an empty line to insert a block.

| Command | Inserts |
| - | - |
| **Heading 1** | A section title |
| **Heading 2** | A subsection title |
| **Bullet list**, **Numbered list** | A list |
| **Quote** | A highlighted, cited passage |
| **Divider** | A horizontal rule |
| **Table** | A three by three table with a header row |
| Source card | An evidence card with source attribution |
| **Insert insight or finding** | A **Finding** block for a sourced finding |

### Tables

Insert a table with `/table` or the **Table** button. Use the table menu to add a row above or below, add a column before or after, or delete a row, a column or the whole table. Tables export to Word, PDF and Markdown with their header row.

### Ask Hebno about a selection

Select text to open **Edit with Hebno**.

* **Rephrase** rewrites the selection in different words.
* **Shorten** tightens it.
* **Edit** opens the **Ask Hebno** box: ask a question about the text, or say how to change it ("say 15% instead", "less jargon").

A change previews in place. The box shows **Current** and **After replacement** side by side. Select **Accept** to keep it, or **Reject** (or click away) to restore the original. **Apply and edit** applies the change and opens the box again for a further adjustment.

## Citations

Citations appear as numbers in the text, such as \[3]. Each number points to a source in the **Sources** tab and in the **Sources** button under the reply: a project file, an email, a meeting, a CRM record or a web page, with a link back to the original. Select **Cite source** to add a citation at the cursor, or insert a source card with `/`.

When you save or download the document, a **Sources** section at the end lists every source it cites, in citation order. See [Sources and evidence](https://hebno.com/docs/concepts/sources-and-evidence.md) for how sources are collected, and [Verify against sources](https://hebno.com/docs/research/verify-against-sources.md) to check a finished document against them.

## Change a document in chat

Ask for specific changes in plain words: "Add a section on risks after the options", "Rework the recommendation to lead with cost", "Tighten the executive summary", "Move the timeline above the budget". Only the sections you name change, and the rest is unchanged word for word. A plain edit never starts a new research run. A change that needs new evidence ("Incorporate the regulations we just attached") gathers it first.

If your message looks like new work rather than a change, you choose before anything changes: update this document, start a new document here, or start a new chat. Choose **Update** to keep working on the same file.

## Open a Word file

Attach a `.docx` file and open it from the chat's files. It opens as an editable document with headings, lists, tables, and bold and italic text preserved. Conversion preserves structure, not exact page layout, so check the result before it goes to a client.

## Save and export

**Save** files the document in the project as Word, PDF or Markdown. Saving again updates the same file. Word exports offer a library or project template. The full list of formats and destinations is in [Save and export](https://hebno.com/docs/deliverables/save-and-export.md).

Leaving the editor with unsaved changes prompts you to keep editing, finish editing or discard the changes.

## Related

> [card] [Save and export](https://hebno.com/docs/deliverables/save-and-export.md)
>
> Formats, project files and linked folders.

> [card] [Templates](https://hebno.com/docs/deliverables/templates.md)
>
> Choose the look a document is exported in.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.