Create and edit documents

Document Editor turns a plain-language request into a new document or a revised copy of one you attach. It works with PDF, Word, PowerPoint, and Excel files, including common .pdf, .docx, .pptx, and .xlsx formats.

Note

A team administrator can disable Interpreter, which also removes Document Editor. If the command does not appear, check your team’s policy or ask an administrator.

Create, edit, or convert a file

1. Choose Document Editor

   Type / in the message box, then select Document Editor under Documents.

2. Attach any source files

   To revise, combine, extract from, or convert existing material, select the plus icon → Attach files and add every file Bearly should use. Skip this step when creating a document from scratch.

3. Describe the finished file

   In What would you like to do with your document?, name the output format, the intended reader, the outcome, and anything that must remain unchanged.

   Turn the attached research notes into a six-slide PowerPoint for an executive review. Keep every quoted figure exactly as written, add a source note to each slide, and use the attached deck as the visual template.

   For an edit, distinguish required changes from material to preserve:

   Revise the attached Word document for clarity and return a new DOCX with tracked changes. Preserve the headings, footnotes, tables, and existing comments.

4. Review the work

   Bearly may show a Run Python step while Document Editor is working. Select the step to inspect its Result or, if the task fails, its Error.

   Each completed document appears as a file in the conversation. Select it to preview the result when that format supports a preview.

5. Download the file you need

   In the open file panel, select Download. For some Word, PowerPoint, and Excel files, the preview is a converted PDF and the download menu offers PDF and Original. Choose Original when you need the editable source format.

The file you attached remains unchanged in the chat. Document Editor returns its work as a new file, so you can compare the two or ask for another revision.

Be precise about what should survive

Document work is more reliable when the request names both the desired change and the details that matter:

• For a PDF, give page numbers and say whether to merge, split, rotate, extract, fill, watermark, or run text recognition on scanned pages. Check names, numbers, and tables carefully after text recognition.
• For a Word document, say whether to preserve styles, comments, footnotes, tables, or tracked changes. If you want tracked changes in the result, request them explicitly.
• For a PowerPoint, attach the template to follow and name the audience, slide count, aspect ratio, and visual elements to retain. Ask Bearly to check every slide for clipped or overlapping content.
• For an Excel workbook, identify the relevant sheets and columns. Say whether formulas, formatting, charts, comments, or worksheet names must remain, and ask Bearly to keep calculated values as formulas where appropriate.

A single run can return up to five files. If you need more, divide the work into a few clearly named batches.

Verify the result before sharing it

The preview is useful for a first review, but open the downloaded file in the application where it will be used before treating it as final.

• Compare the page or slide count with the source and check fonts, spacing, images, tables, and page breaks.
• In a spreadsheet, recalculate the workbook and inspect important formulas, totals, dates, and external links.
• In a scanned PDF, compare critical names and figures with the original page image.
• Test interactive or advanced elements such as forms, comments, animation, embedded media, and macros. Complex files may need manual correction even when the text and data are accurate.

Caution

Document conversion can change layout, fonts, pagination, formulas, or advanced file behavior. Review consequential documents in their original application before signing, publishing, filing, or sending them.

Continue or recover

Generated documents remain available through the Browse files Files icon in the chat header. Choose Generated to narrow the list.

To revise an output, stay in the same conversation and refer to the file by name:

Using executive-review.pptx, shorten slides 3 and 4, keep the source notes, and return a new PowerPoint.

If a task fails:

• Expand Run Python and read Error.
• Confirm that the source file opens normally and attach it again if needed.
• Retry one conversion or revision at a time, especially for a large or complex document.
• Name the exact source file and requested output format.
• If the preview is unavailable or looks incomplete, download Original and inspect it in Word, PowerPoint, or Excel.

For calculations and data analysis that do not need a polished document, use Code Interpreter.