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Overview

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

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Step-by-Step Tutorial

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1. Start a New Document

1

Navigate to /new

Go to vibedoc-ai.com/new after signing in
2

Check Credits

Verify you have sufficient credits in the header badge
3

Describe Your Document

Type a clear, detailed description in the prompt input

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2. Craft Your Prompt

The quality of your AI-generated document depends on your prompt: 
Create a service agreement for web development
Result: Generic agreement with standard sections
Include: document type, required sections, tone, length, and any special requirements.

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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

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4. Refine with Chat

Continue the conversation to improve the document:
1

Request Additions

Add a section about support and maintenance
2

Modify Content

Make the payment terms section more detailed
with specific milestone descriptions
3

Change Tone

Rewrite the introduction in a more friendly,
conversational tone
4

Adjust Format

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

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5. Manual Editing

Click any block to edit directly:
  • 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

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6. Apply Template

Customize the document’s appearance:
1

Open Templates

Click Templates in the toolbar
2

Choose Preset

Select from built-in templates or create custom
3

Customize

Adjust colors, fonts, spacing, headers/footers
4

Preview

See changes in real-time
5

Save

Save as new template for future use

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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:
  • All sections present and correct
  • No typos or grammar errors
  • Consistent formatting
  • Proper heading hierarchy
  • Tables displaying correctly
  • Signatures in place
  • Page breaks look good

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8. Set Orientation

Choose document orientation:
When to use:
  • Standard business documents
  • Letters and contracts
  • Reports and articles
  • Most use cases
Dimensions: 210mm × 297mm (A4 vertical)

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9. Export or Share

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

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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:
1

Open Source Document

Navigate to the document you want to duplicate
2

Click Duplicate Button

Find the “Duplicate” button in the document header (next to Export)
3

Wait for Copy

Document duplicates with loading indicator (preserves all blocks, settings, and template)
4

Auto-Navigate

Automatically redirected to the new duplicate document
5

Customize

Edit content, update title, and modify as needed

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When to Use Duplication

Monthly reports, weekly summaries, or regular contracts with similar structure
Create variants of a master document for different clients or use cases
Save snapshots of document at different stages (Draft v1, v2, Final)
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.

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Example Workflows

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Business Proposal Workflow

1

Initial Prompt

Create a business proposal for a mobile app development
project including executive summary, scope, timeline,
team structure, budget, and terms
2

AI Generates

Document with 8-10 sections, tables for timeline/budget
3

Add Specifics

Add our company details:
- Company: TechCorp Inc.
- Contact: Sarah Johnson, PM
- Phone: (555) 123-4567
- Email: [email protected]
4

Customize Numbers

Edit timeline table with real dates, adjust budget figures
5

Apply Branding

Use company template with brand colors and logo
6

Export & Share

Download PDF, share link with client
1

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
2

Review Legal Language

Ensure all clauses are appropriate and complete
3

Add Party Details

Update with specific party information:
Provider: Acme Consulting LLC, Delaware
Client: Widget Industries, Inc., California
Effective Date: February 1, 2025
4

Customize Terms

Edit payment amounts, timeline, and specific obligations
5

Add Signatures

Verify signature blocks have correct names and titles
6

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.

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Report Workflow

1

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
2

Populate with Data

Add your actual numbers to tables and charts
3

Add Commentary

Expand the financial performance section with
analysis of why revenue increased 23% and what
drove the growth
4

Insert Visuals

Add charts, graphs, or data visualizations (coming soon)
5

Format for Print

Apply professional template, use landscape for wide tables
6

Export & Distribute

Generate PDF for board members, share link for team

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Best Practices

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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)

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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

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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

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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

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Time Estimates

Document TypeSetupGenerationEditingTotal
Simple Email1 min30 sec2 min3-4 min
Meeting Agenda2 min1 min3 min6-7 min
Business Proposal5 min2 min15 min20-25 min
Legal Contract10 min3 min20 min30-35 min
Quarterly Report15 min5 min30 min45-50 min
Times are estimates. Actual time depends on document complexity, familiarity with platform, and required customization.

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Keyboard Shortcuts

Speed up your workflow with shortcuts:
ActionShortcut
New DocumentCmd/Ctrl + N
SaveCmd/Ctrl + S
Preview ModeCmd/Ctrl + P
BoldCmd/Ctrl + B
ItalicCmd/Ctrl + I
UndoCmd/Ctrl + Z
RedoCmd/Ctrl + Shift + Z
FindCmd/Ctrl + F
Export MenuCmd/Ctrl + E

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Troubleshooting

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.
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
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
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

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Next Steps

Block Editor Guide

Master all block types

Templates

Customize document styling

Export Options

Learn export methods

Sharing

Share your documents