FormattingLink to this section

Most formatting options can be applied with markdown (type / in a new line) or Keyboard shortcuts and are great if you prefer to add style to your doc as you type.

If you prefer to use the cursor, you'll find out how to change text formatting below. 👇

Formatting TextLink to this section

Select the text that you want to format and then choose one of the options from the toolbar:

Changing Block TypeLink to this section

To add a new block or transform one type of block into another click the icon on the left of the text or line ( 1), or use the toolbar (2):

Embedding, Nesting and Linking Files in a DocLink to this section

Creating a Nested FileLink to this section

You can nest a file in your doc in the following ways:

1. Create a nested board or doc with the + sign next to the doc's title in the sidebar.
2. When typing in a doc, open the "block type" menu and select the type of file you'd like to add.
3. Drag & drop an existing file under the doc from the sidebar.

If you don't want an existing file to be nested in the doc but still want to link it, type @ and start typing its name:

Pro tip: After linking to a file this way, you can hover over it and click the [E] icon to switch it to an embed:

Hierarchy and NavigationLink to this section

The breadcrumb trail at the top left of your document shows you which files are nested within each other.

Right now, only two levels of hierarchy are displayed: the title of the file you're working in (on the right), and its parent (on the left):

You'll also be able to see which docs are nested within each other in the sidebar:

Deleting or Moving a Nested DocLink to this section

To delete a nested doc, click the three dots menu in the upper-right corner:

You can delete the doc from that menu, or show a list of all deleted nested files. You can then permanently delete the files or restore them:

If you want to "un-nest" a doc, drag and drop it out of the parent doc in the sidebar.

Embedding in DocsLink to this section

While some things are better said than drawn, a picture is still worth a thousand words. Currently we support embeds from:

• Figma
• Airtable
• Loom
• Youtube
• Vimeo
• Any Whimsical board or doc

To add an embed, click Add Block → Embed → paste the embed link and hit Enter:

Sharing and CollaboratingLink to this section

Sharing a DocLink to this section

Click Share in the top right corner, to copy a shareable link, or invite people to access your file:

Learn more about sharing files in this article.

Collaborating on a DocLink to this section

You can collaborate on a doc with users in your workspace if the file is in the Team section of your Workspace.

Find out more about Managing access permissions.

See who is viewing or editing the DocLink to this section

To see who has the doc open, check the upper-right corner of the screen. You'll see the avatar of anyone else viewing the doc.

If somebody is editing the doc, you'll see a colored cursor with their name and the doc will be updated in realtime:

Restoring a Doc

You can restore the contents of a Doc with version history. Read this article to find out how.

Docs Keyboard ShortcutsLink to this section

There are keyboard shortcuts we all know, love and use (think copy, paste, cut, delete, etc.) and they can be used in Whimsical Docs as well. Here's a list of keyboard and markdown shortcuts that are perhaps a bit less known but worth remembering:

FocusLink to this section

Try enabling Focus Mode (bottom-right corner) to avoid any distractions and concentrate on the doc and nothing else.

Once you enable Focus Mode, you can also customize your preferences:

• Full Screen - if enabled, will enter into full screen mode. Can be disabled by pressing Esc.
• Paragraph Focus - if enabled, will highlight the paragraph where your cursor is located.
• Typewriter Mode - if enabled, will keep the paragraph where your cursor is located in the middle of the screen at all times.

Document Width and Text SizeLink to this section

If you find it more comfortable to read in a wider document or write text in a smaller size, you can change the text size under the file options menu within Docs:

Note that this will only change the view you see. If you share the doc with other people, it will default to the view they last used. And - when you next view any Doc, it will default to the last text size settings you chose.