Creating Documents

Overview

This guide walks you through the complete process of creating a professional document in VibeDoc, from initial idea to final export.

Step-by-Step Tutorial

1. Start a New Document

Navigate to /new

Go to vibedoc-ai.com/new after signing in

Check Credits

Verify you have sufficient credits in the header badge

Describe Your Document

Type a clear, detailed description in the prompt input

2. Craft Your Prompt

The quality of your AI-generated document depends on your prompt:

Basic Prompt
Better Prompt
Best Prompt

Create a service agreement for web development

Result: Generic agreement with standard sections

Create a service agreement for a web development project
including scope of work, payment terms, timeline,
deliverables, and signature blocks

Result: Structured agreement with specified sections

Create a professional service agreement for a 6-month
web development project with:
- Executive summary
- Detailed scope of work
- 3-phase timeline with milestones
- Payment terms (30/40/30 split)
- IP rights and confidentiality clauses
- Termination conditions
- Signature blocks for both parties

Tone: Formal and professional
Length: Comprehensive (2000-3000 words)

Result: Detailed, professional agreement exactly matching requirements

Include: document type, required sections, tone, length, and any special requirements.

3. Review AI Generation

Watch as VibeDoc generates your document:

Real-Time Generation

Content streams in real-time - you see blocks appear as they’re created

Structured Output

AI creates appropriate blocks (headings, text, tables, etc.)

Professional Formatting

Automatic styling with proper hierarchy and spacing

Editable

Every block is immediately editable if adjustments needed

4. Refine with Chat

Continue the conversation to improve the document:

Request Additions

Add a section about support and maintenance

Modify Content

Make the payment terms section more detailed
with specific milestone descriptions

Change Tone

Rewrite the introduction in a more friendly,
conversational tone

Adjust Format

Convert the feature list into a table with
columns for Feature, Description, and Priority

5. Manual Editing

Click any block to edit directly:

Text Editing
Adding Blocks
Deleting Blocks

Click block to enter edit mode
Type, delete, or paste content
Use Cmd/Ctrl + B for bold
Use Cmd/Ctrl + I for italic
Click outside or press Esc to save

Hover over block
Click delete icon in toolbar
Or select and press Delete key
Confirm deletion

6. Apply Template

Customize the document’s appearance:

Open Templates

Click Templates in the toolbar

Choose Preset

Select from built-in templates or create custom

Customize

Adjust colors, fonts, spacing, headers/footers

Preview

See changes in real-time

Save

Save as new template for future use

7. Review & Preview

Switch between modes:

Edit Mode

See all blocks with editing controls and toolbars

Preview Mode

See final output as recipients will view it

Preview Checklist:

8. Set Orientation

Choose document orientation:

Portrait
Landscape

When to use:

Standard business documents
Letters and contracts
Reports and articles
Most use cases

Dimensions: 210mm × 297mm (A4 vertical)

Choose how to distribute your document:

Download PDF

Generate professional PDF for sending via email or printing

Share Link

Create web link for easy viewing (no download required)

Print

Print directly from browser for immediate hard copies

Alternative: Duplicate Existing Document

Quick Start Method: Already have a document you like? Duplicate it to save time!

Instead of starting from scratch, you can duplicate any existing document as a starting point:

Open Source Document

Navigate to the document you want to duplicate

Click Duplicate Button

Find the “Duplicate” button in the document header (next to Export)

Wait for Copy

Document duplicates with loading indicator (preserves all blocks, settings, and template)

Auto-Navigate

Automatically redirected to the new duplicate document

Customize

Edit content, update title, and modify as needed

When to Use Duplication

Recurring Documents

Monthly reports, weekly summaries, or regular contracts with similar structure

Template Variations

Create variants of a master document for different clients or use cases

Version Control

Save snapshots of document at different stages (Draft v1, v2, Final)

Experimentation

Test major changes on a copy without affecting the original

Pro Tip: Duplicate your best documents to build a personal template library. Name them clearly (e.g., “Template: Service Agreement”) for easy reuse.

Example Workflows

Business Proposal Workflow

Initial Prompt

Create a business proposal for a mobile app development
project including executive summary, scope, timeline,
team structure, budget, and terms

AI Generates

Document with 8-10 sections, tables for timeline/budget

Add Specifics

Add our company details:
- Company: TechCorp Inc.
- Contact: Sarah Johnson, PM
- Phone: (555) 123-4567
- Email: sjohnson@techcorp.com

Customize Numbers

Edit timeline table with real dates, adjust budget figures

Apply Branding

Use company template with brand colors and logo

Export & Share

Download PDF, share link with client

Legal Contract Workflow

Specify Document Type

Create a comprehensive service agreement for software
consulting including:
- Scope of services
- Payment terms and schedule
- Intellectual property rights
- Confidentiality obligations
- Liability limitations
- Termination conditions
- Governing law and dispute resolution
- Signature blocks for both parties

Review Legal Language

Ensure all clauses are appropriate and complete

Add Party Details

Update with specific party information:
Provider: Acme Consulting LLC, Delaware
Client: Widget Industries, Inc., California
Effective Date: February 1, 2025

Customize Terms

Edit payment amounts, timeline, and specific obligations

Add Signatures

Verify signature blocks have correct names and titles

Export

Generate PDF for signing (integrate with DocuSign if needed)

AI-generated contracts should be reviewed by legal counsel before signing. VibeDoc does not provide legal advice.

Report Workflow

Outline Sections

Create a quarterly business report with:
- Executive summary
- Key metrics and KPIs (table format)
- Financial performance analysis
- Operational highlights
- Challenges and risks
- Q4 outlook and goals
- Appendix with detailed data

Populate with Data

Add your actual numbers to tables and charts

Add Commentary

Expand the financial performance section with
analysis of why revenue increased 23% and what
drove the growth

Insert Visuals

Add charts, graphs, or data visualizations (coming soon)

Format for Print

Apply professional template, use landscape for wide tables

Export & Distribute

Generate PDF for board members, share link for team

Best Practices

Before Starting

Prepare:

Know your document purpose and audience
Gather any data, numbers, or specific content needed
Check you have sufficient credits
Decide on final format (PDF, share, print)

During Creation

Tips:

Start with a detailed prompt - saves time later
Use chat iteratively - small changes are easier
Preview frequently to catch issues early
Save draft periodically (auto-save is on, but check)
Test different voices if using audio

After Generation

Quality Control:

Read entire document carefully
Check all numbers and dates
Verify names and contact info
Test links (if any)
Export sample PDF to check formatting
Get colleague review if important

Common Mistakes to Avoid

Don’t:

Rush the initial prompt - quality in = quality out
Generate without sufficient credits
Forget to preview before exporting
Skip proofreading AI-generated content
Use defaults for professional client-facing docs
Assume AI is perfect - always review

Time Estimates

Document Type	Setup	Generation	Editing	Total
Simple Email	1 min	30 sec	2 min	3-4 min
Meeting Agenda	2 min	1 min	3 min	6-7 min
Business Proposal	5 min	2 min	15 min	20-25 min
Legal Contract	10 min	3 min	20 min	30-35 min
Quarterly Report	15 min	5 min	30 min	45-50 min

Times are estimates. Actual time depends on document complexity, familiarity with platform, and required customization.

Keyboard Shortcuts

Speed up your workflow with shortcuts:

Action	Shortcut
New Document	`Cmd/Ctrl + N`
Save	`Cmd/Ctrl + S`
Preview Mode	`Cmd/Ctrl + P`
Bold	`Cmd/Ctrl + B`
Italic	`Cmd/Ctrl + I`
Undo	`Cmd/Ctrl + Z`
Redo	`Cmd/Ctrl + Shift + Z`
Find	`Cmd/Ctrl + F`
Export Menu	`Cmd/Ctrl + E`

Troubleshooting

AI isn't generating what I want

Solution: Be more specific in your prompt. Include:

Document type
Required sections
Desired length
Tone and style
Any special requirements

Use the iterative chat to refine rather than regenerating entirely.

Credits depleted too fast

Cause: Complex prompts and long outputs consume more credits.Solution:

Use simpler initial prompts
Refine iteratively with targeted edits
Monitor credit usage in header
Upgrade to Pro for monthly credits

Document isn't saving

Cause: Network issue or browser problem.Solution:

Check internet connection
Try manual save (Cmd/Ctrl + S)
Copy content to clipboard as backup
Refresh page and re-enter content if needed

Formatting looks wrong in PDF

Cause: Template settings or block styling issues.Solution:

Preview before exporting
Check template configuration
Verify page orientation
Test with different template
Report persistent issues to support

Next Steps

Block Editor Guide

Master all block types

Templates

Customize document styling

Export Options

Learn export methods

Sharing

Share your documents

​Overview

​Step-by-Step Tutorial

​1. Start a New Document

​2. Craft Your Prompt

​3. Review AI Generation

Real-Time Generation

Structured Output

Professional Formatting

Editable

​4. Refine with Chat

​5. Manual Editing

​6. Apply Template

​7. Review & Preview

Edit Mode

Preview Mode

​8. Set Orientation

​9. Export or Share

Download PDF

Share Link

Print

​Alternative: Duplicate Existing Document

​When to Use Duplication

​Example Workflows

​Business Proposal Workflow

​Legal Contract Workflow

​Report Workflow

​Best Practices

​Before Starting

​During Creation

​After Generation

​Common Mistakes to Avoid

​Time Estimates

​Keyboard Shortcuts

​Troubleshooting

​Next Steps

Block Editor Guide

Templates

Export Options

Sharing

Overview

Step-by-Step Tutorial

1. Start a New Document

2. Craft Your Prompt

3. Review AI Generation

4. Refine with Chat

5. Manual Editing

6. Apply Template

7. Review & Preview

8. Set Orientation

9. Export or Share

Alternative: Duplicate Existing Document

When to Use Duplication

Example Workflows

Business Proposal Workflow

Legal Contract Workflow

Report Workflow

Best Practices

Before Starting

During Creation

After Generation

Common Mistakes to Avoid

Time Estimates

Keyboard Shortcuts

Troubleshooting

Next Steps