CaseMgr – AI-Powered Case Management

Document Editor Guide




A complete guide to creating and editing rich documents in CaseMgr using the built-in editor.

Overview

CaseMgr includes a powerful WYSIWYG (What You See Is What You Get) document editor for writing and formatting notes, case documentation, and other text content. The editor supports rich text formatting, lists, tables, code blocks, images, and links — all without needing to know Markdown syntax.

You can access the editor whenever you create or edit a Note within a case.

Getting Started

Creating a New Note

  1. Open any Case from your workspace
  2. Click one of the item creation buttons at the top of the Items panel
  3. Select Note
  4. A new note is created and the editor opens automatically

Opening an Existing Note

  1. Click on any note in the Items panel to select it
  2. In the Details panel on the right, click the Edit button next to the Content section
  3. The editor modal opens with your existing content

The Editor Interface

When you open a note for editing, you’ll see:

  • The editing area — a large white space where you type and format your content
  • The block handle — a small grip icon (six dots) that appears on the left when you hover over a paragraph or block
  • The floating toolbar — appears above selected text with formatting buttons
  • The slash menu — a popup menu triggered by typing / on an empty line
  • Copy Markdown — a button below the editor that copies your content as Markdown text
  • Expand — opens the editor in a larger modal for more writing space

Text Formatting

Using the Floating Toolbar

The floating toolbar appears whenever you select (highlight) text in the editor. To select text, click and drag across it, or use keyboard shortcuts like Shift + Arrow Keys, or double-click a word to select it.

The toolbar offers these formatting options:

Button Name What It Does Keyboard Shortcut
B Bold Makes text bold Ctrl + B
I Italic Makes text italic Ctrl + I
S Strikethrough Adds strikethrough to text —
<> Inline Code Formats text as inline code Ctrl + E
🔗 Link Converts text into a clickable hyperlink Ctrl + K

Bold

Select the text you want to bold and either click the B button on the toolbar, or press Ctrl + B (Cmd + B on Mac). The text will appear bold in the editor and in your saved note.

Italic

Select the text and either click the I button on the toolbar, or press Ctrl + I (Cmd + I on Mac).

Strikethrough

Select the text and click the S button on the toolbar. The text will appear with a line through it, useful for indicating removed or outdated information.

Inline Code

Select a word or phrase and either click the <> button on the toolbar, or press Ctrl + E (Cmd + E on Mac). This formats the text in a monospace font with a subtle background, perfect for referencing code, commands, file names, or technical terms.

Combining Formats

You can apply multiple formats to the same text. For example, select text and press Ctrl + B then Ctrl + I to make it bold and italic.

Creating Links

To turn text into a clickable link:

  1. Type the text you want to use as the link label (e.g., “Visit our website”)
  2. Select (highlight) that text
  3. Click the link icon on the floating toolbar, or press Ctrl + K (Cmd + K on Mac)
  4. A text field appears with the placeholder “Paste link…”
  5. Type or paste the URL (e.g., https://example.com)
  6. Press Enter to confirm

The text now appears as a clickable hyperlink. When viewing the note (not editing), clicking the link opens it in a new tab.

Editing or Removing a Link

Click on an existing link in the editor. A tooltip appears showing the URL with options to edit or remove the link.

The Slash Menu

The slash menu is your gateway to inserting block-level content like headings, lists, tables, images, and code blocks.

How to Open the Slash Menu

  1. Place your cursor on an empty line (or at the beginning of a new paragraph)
  2. Type the / character
  3. The slash menu appears with three categories: Text, List, and Advanced

Text Blocks

Option What It Creates
Text A regular paragraph
Heading 1 A large section heading
Heading 2 A medium sub-heading
Heading 3 A smaller sub-heading
Heading 4–6 Progressively smaller headings
Quote A blockquote — indented text with a left border, used for quotations or callouts
Divider A horizontal line to visually separate sections

List Blocks

Option What It Creates
Bullet List An unordered list with bullet points
Ordered List A numbered list (1, 2, 3…)
Task List A checklist with interactive checkboxes

Advanced Blocks

Option What It Creates
Image An image block with upload or URL support
Code A syntax-highlighted code block
Table A 3-column table with header row

Lists

Bullet Lists

Create a bullet list using any of these methods:

Method 1: Slash Menu

  1. Type / on an empty line
  2. Select Bullet List
  3. Start typing your first item
  4. Press Enter to add another item

Method 2: Markdown Shortcut

  1. At the start of a line, type - (dash followed by a space)
  2. The line automatically converts to a bullet list item
  3. Press Enter to add more items

To end the list and return to normal text, press Enter twice on an empty list item.

Ordered Lists

Method 1: Slash Menu — Type / on an empty line and select Ordered List.

Method 2: Markdown Shortcut — Type 1. (number, period, space) at the start of a line. Numbers increment automatically as you add items.

Task Lists (Checklists)

Task lists create interactive checkboxes — perfect for to-do items, checklists, and tracking progress.

  1. Type / on an empty line and select Task List
  2. Type your first task
  3. Press Enter to add more tasks
  4. Click the checkbox to toggle an item between complete and incomplete

Checked items appear with a filled checkbox. This is great for tracking case progress, action items, or review checklists.

Tables

Creating a Table

  1. Type / on an empty line
  2. Select Table from the Advanced section
  3. A 3-column table appears with a header row and two data rows

Editing a Table

  • Click any cell to start typing in it
  • Tab moves to the next cell
  • Shift + Tab moves to the previous cell
  • Use the table controls (small buttons that appear when the table is selected) to add or remove rows and columns

Table Tips

  • The first row is automatically formatted as a header row (bold, with a light background)
  • Tables resize to fit your content
  • You can apply text formatting (bold, italic, code) within table cells

Code Blocks

The editor includes a full-featured code editor with syntax highlighting, powered by CodeMirror.

Creating a Code Block

Method 1: Slash Menu — Type / on an empty line and select Code.

Method 2: Markdown Shortcut — Type three backticks ``` followed by a language name (e.g., ```javascript) and press Enter.

Code Block Features

  • Language selector — Click the language button in the top-left corner of the code block to change the programming language (JavaScript, Python, SQL, Elixir, and many more)
  • Syntax highlighting — Code is automatically colored based on the selected language
  • Line numbers — Each line is numbered for easy reference
  • Copy button — Click the Copy button in the top-right corner to copy all code to your clipboard

Supported Languages

The code editor supports dozens of languages including: JavaScript, TypeScript, Python, Elixir, SQL, HTML, CSS, JSON, Markdown, Shell/Bash, Ruby, Go, Rust, Java, C, C++, PHP, and many more.

Images

Inserting an Image

  1. Type / on an empty line
  2. Select Image from the Advanced section
  3. The image block appears with two options:
    • Upload file — Click to select an image from your computer
    • Paste link — Type or paste the URL of an image hosted online

Image Tips

  • Supported formats: PNG, JPEG, GIF, SVG, WebP
  • Images automatically resize to fit the editor width
  • You can add a caption below the image by clicking the caption area

Block Editing (Drag & Drop)

The Block Handle

When you hover your cursor over any block (paragraph, heading, list, table, etc.), a grip icon (six small dots) appears to the left. This is the block handle.

Moving Blocks

Click and drag the block handle to reorder content. You can move paragraphs, headings, lists, code blocks, tables, and images to any position in your document.

Block Actions

Click the block handle to access additional options for that block, such as converting it to a different block type or deleting it.

Changing Block Types

You can instantly convert any block (paragraph, heading, etc.) to a different type using keyboard shortcuts — no need to delete and re-create content.

Block Type Shortcuts

Place your cursor anywhere in the block you want to convert, then press:

Shortcut Converts To
Ctrl + Alt + 0 Normal text (paragraph)
Ctrl + Alt + 1 Heading 1
Ctrl + Alt + 2 Heading 2
Ctrl + Alt + 3 Heading 3
Ctrl + Alt + 4 Heading 4
Ctrl + Alt + 5 Heading 5
Ctrl + Alt + 6 Heading 6

On Mac, replace Ctrl with Cmd for all shortcuts.

Example

You typed a line as a Heading 1 but want it to be normal text:

  1. Click anywhere on the heading line
  2. Press Ctrl + Alt + 0
  3. The heading instantly becomes a regular paragraph

Or convert normal text to a heading:

  1. Click on the paragraph
  2. Press Ctrl + Alt + 2 to make it a Heading 2

Keyboard Shortcuts Reference

Shortcut Action
Ctrl + B Bold
Ctrl + I Italic
Ctrl + E Inline code
Ctrl + K Insert / edit link
Ctrl + Alt + 0 Convert to normal text
Ctrl + Alt + 1–6 Convert to Heading 1–6
Ctrl + Z Undo
Ctrl + Shift + Z Redo
Ctrl + A Select all
Enter New line / new list item
Shift + Enter Line break within a block
Tab Indent list item / next table cell
Shift + Tab Outdent list item / previous table cell
/ Open slash menu (on empty line)
- + Space Start bullet list
1. + Space Start ordered list
``` + language Start code block

On Mac, replace Ctrl with Cmd for all shortcuts.

Saving Your Work

The editor automatically saves your changes as you type. There is a brief delay (about half a second) after you stop typing before changes are saved to the server. You do not need to click a save button.

You can verify your changes are saved by checking the Updated timestamp in the Details panel, which updates each time your content is saved.

Copying Content

Copy as Markdown

Click the Copy Markdown button below the editor to copy your entire document as Markdown text. This is useful for:

  • Sharing content via email or chat
  • Pasting into other tools that support Markdown (GitHub, Notion, Slack, etc.)
  • Creating backups of your content

Copy as Rich Text

Select text in the editor and use Ctrl + C (Cmd + C on Mac) to copy it as rich text. When pasted into other applications (Word, Google Docs, email), the formatting is preserved.

Tips and Best Practices

  1. Use headings to structure long documents — They make content scannable and help others find information quickly.
  2. Use task lists for action items — The interactive checkboxes make it easy to track what’s done and what’s pending.
  3. Use code blocks for technical content — Select the correct language for proper syntax highlighting.
  4. Use the Expand button for longer documents — The expanded editor modal gives you more space to write and review content.
  5. Use tables for structured data — They’re great for comparison charts, schedules, contact lists, and reference data.
  6. Use blockquotes for important callouts — Indent key information with the Quote block so it stands out visually.
  7. Link to external resources — Use links to reference relevant websites, documents, or tools without cluttering your note.