Diagrams and tables

The quickest way: ask the agent

Tell the agent “draw the warranty claim procedure as a diagram” or “turn the price list into a table with totals”. You see the result as a change in the draft and adjust it. The manual way follows.

A diagram in a document

1. Click in the text where the diagram should go.
2. Click Insert a diagram in the bar.
3. Choose the kind: Procedure (flowchart), Timeline (Gantt), Mind map, Who sends what to whom (sequence) or States (state diagram).

An example diagram is inserted, which you rewrite to suit. These diagrams are written as simple text — if you would rather not, leave it to the agent.

A process map drawn with the mouse

The last item of the menu, Process map (BPMN, drawn with the mouse), creates the diagram as a file of its own. It opens in its own editor: a palette of shapes on the left, which you drag onto the canvas and join with arrows. In a document such a diagram is shown live — edit it, and it changes everywhere it is used.

A table in a document

An ordinary table goes in through + (Insert) → Table. You type straight into the cells; Tab moves between them.

A table that calculates

1. In the Documents panel, click + and choose Spreadsheet. A file is created that opens like a sheet in Excel.
2. Click a cell and type. A formula starts with an equals sign, =B2*C2 for example.
3. The line at the top shows the formula of the selected cell; the cells the formula reads from are outlined in colour.

You need not retype an existing Excel file: ⋮ → Import from .xlsx / .csv… reads it in as a new table. The other way goes ⋮ → Export… → Export as .xlsx.