This article walks you through how to create documents, use Coach Sue, apply magic edits, and manage your documentation with ease.
Choose how you would like to write when you first create a document:
Note: You can then change the type for each document by selecting through these options from the top right corner drop down menu.
Begin creating a document:
Step-by-Step to create a document:
1. Access the Docs
Go to the Docs tab from the left-hand menu.
Choose the type of document you want to create (e.g. Learning Story, Observation, Plan).
2. Start a New Document
Select the document type you want.
Select if you want the mode you'd like to write in by using the button on the top right.
Choose a child or group
If the child hasn’t been created yet, you can create them on the spot.
Enter your content:
Upload photos or videos
Record your voice
Type directly in the text box
Write with Sue
3. Write with Support from Coach Sue
As you start typing, if the input isn't complete, Coach Sue will open a conversation to guide you.
Answer her questions (and ask her questions) to build out your document.
Once your input reaches 100% completion, the Generate button will unlock.
Click Generate to create a high-quality document.
Please note: The length and extent of the coaching session will depend on the "Coaching Quality Threshold" set in Team Settings. Please see the following article for more information:
4. Edit & Save in Edit Mode
While in Edit Mode you can now make this document your own by:
Reviewing the full document
Adding or changing text
Uploading media (images, videos, PDFs)
Using formatting and layout tools
Using the magic actions:
Magic Edit bar to make instant text changes (e.g., rewrite, remove subheadings, change tone).
Translate your document into any available language.
Fix Grammar & Spelling to adjust this for any new text added.
5. View and follow-up in Viewing Mode
Once you select "Save", you will jump into Viewing Mode.
Copy the full document (to copy sections select "Edit" and do this in Edit Mode)
Export & Print
Use the panel on the right:
Info section:
View original input
Regenerate an alternative version of the document generated
Change the date observed
Delete the document (*this action cannot be undone*)
Chat with Sue section:
Review your conversation with Coach Sue
Continue conversation for coaching purposes (*she cannot edit your document*)
Follow-up section:
Review/change the location of the document (Journey/Spontaneous Moments)
Choose the next step for the child's Journey (*suggestions are based on the existing journey and current document but you can also choose your own*).
Tip: Use the History (clock icon) to restore previous versions at any time.