SOP Editor

The SOP editor is where you create and edit your standard operating procedures. It supports rich text formatting, media embeds, integrations, and voice input.

Formatting

The toolbar provides common formatting options:

Button	Action	Shortcut
B	Bold	Ctrl+B
I	Italic	Ctrl+I
U	Underline	Ctrl+U
Palette	Text color	—
Highlighter	Highlight color	—
H1 / H2	Headings	—
Lists	Bullet and numbered lists	—
Link	Insert hyperlink	—

Slash Commands

Type / at the start of a line or after a space to open the quick insert menu. This gives you fast access to:

Command	Description
Upload Media	Upload an image or video file
Video URL	Embed a YouTube or Vimeo video
Loom Video	Insert a Loom video from your workspace library
Google Doc	Link a document from Google Drive
SOP Reference	Link to another SOP in your workspace

The menu filters as you type — e.g., type /loom to jump directly to the Loom option.

Keyboard Navigation

• Arrow keys: Navigate the menu (Up/Down by row, Left/Right by column)
• Enter: Select the highlighted item
• Escape: Close the menu
• Click outside: Close the menu

Media Upload

Click the film icon in the toolbar or type /media to upload files:

• Images: JPEG, PNG, GIF, WebP (max 10MB)
• Videos: MP4, WebM, MOV (max 100MB)

Uploaded media appears inline with resize controls — drag the right edge or use the size presets (S / M / L / Full).

External Videos

Paste a YouTube or Vimeo URL anywhere in the editor and it will automatically embed as a responsive video player.

Voice Input

Click the microphone icon in the toolbar to dictate content:

1. First use: You'll see a privacy notice about speech recognition services. Acknowledge to proceed.
2. While recording: A pulsing indicator shows "Listening..." and you'll see your words appear in real time.
3. Stop recording: Click the stop button. The transcribed text is inserted at your cursor.
4. Review: Always review and edit the transcribed text before saving — speech recognition isn't perfect.

HIPAA Notice

Voice input sends audio to your browser's speech recognition service (Google, Apple, or Microsoft). Do not dictate protected health information (PHI) such as patient names, medical conditions, or identifiers.

Voice input is available in the SOP editor toolbar and next to the comment input.

Google Docs Integration

Link Google Docs, Sheets, or Slides directly in your SOPs:

1. Type /google or click Google Doc in the slash menu
2. Sign in to your Google account (first time only)
3. Browse and select a document from your Drive
4. A styled link card appears in the SOP — click it to open the document

You can also paste a Google Docs URL directly and it will auto-convert to a link card.

Loom Videos

Insert Loom videos from your workspace library:

1. Type /loom or click the video icon in the toolbar
2. Search and select a video from the picker
3. The video appears as an embedded player in the SOP

SOP References

Link to other SOPs in your workspace:

1. Type /sop or click the SOP reference icon
2. Search and select the SOP you want to reference
3. A clickable chip appears inline — readers can click it to navigate to the referenced SOP

Tips

• Use headings (H1, H2) to organize steps into sections
• Use numbered lists for sequential procedures
• Bold key terms and warnings
• Embed Loom videos for visual demonstrations
• Add images for reference materials, diagrams, or screenshots
• Use SOP references to link related procedures
• Try voice input for quick content capture on the go