Edit a Document Section
When you click inside a document section, a frame appears around the content. This indicates that the section is currently reserved for you and ready to be edited.
While editing, you’ll see the available editing tools, including options to:
- Add content
- Modify existing text
- Delete content
- Use formatting tools
Use Undo and Redo
While actively editing a section, you can use the Undo and Redo buttons to quickly reverse or reapply recent changes.
These options are only available while the section is open for editing.
Save Changes
Plannerly automatically saves your work when you exit the section.
To save your changes:
- Complete your edits.
- Click anywhere outside the section.
Once the editing frame disappears, the changes have been saved automatically.
You can hover over the section to see when it was last saved.
View Version History
Version History allows you to review previous changes made to a document section.
To access Version History:
- Open the document section.
- Click the three-dot menu.
- Select Version History.
In the Version History panel, you can:
- View all saved versions of the section
- See who made each change
- View timestamps for each update
- Rename versions for easier identification
- Compare previous edits
Restore a Previous Version
If you need to return to an earlier version:
- Open Version History.
- Locate the version you want to restore.
- Select Revert.
The selected version becomes the current version of the document section.
Notes
- Changes are automatically saved when you click away from a section.
- The editing frame indicates that the section is currently reserved for editing.
- Version History provides a complete record of saved changes, including the author and timestamp for each version.
- Restoring a previous version helps recover content if changes were made unintentionally.
