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Help Center

Document Panel

Document Panel

The Document Panel lets you read, download, and manage research documents saved to your personal library — directly within Agent, without switching pages.

How to Open It

The Document Panel opens when you click on a document that the Agent has created or referenced. You can also access your document library from the sidebar and click any document title to open it.


Document Header

The top of the panel shows:

  • Document title — Hover to reveal the rename (pencil) icon; click it to edit the title inline
  • Format badge — Shows the document format (md for Markdown, docx for Word)
  • File size and creation date — e.g. 42 KB · Mar 15, 2026

Reading the Document

The main area renders the full document content:

  • Markdown documents are rendered with full formatting: headings, tables, bold/italic, blockquotes, and inline images
  • Charts embedded by the Agent are displayed as images within the document
  • Scroll down to read long documents

Downloading

Two download options appear at the bottom of the panel:

  • Download .md — Saves the raw Markdown source file to your device
  • Export as Word — Converts the document to a .docx file and downloads it. Charts and formatting are preserved

Renaming a Document

Hover over the document title to reveal the pencil icon, then click it to enter rename mode. Type the new title and press Enter to save, or Escape to cancel.


Deleting a Document

Click the trash icon at the bottom right of the panel. A confirmation dialog will appear before the document is permanently deleted. Deletion cannot be undone.


How Documents Are Created

Documents are created by the Agent when you ask it to write a research report, summarize findings, or generate any structured output for saving. The Agent uses the createDocument tool to save it to your library.

You can also ask the Agent to update an existing document — it will edit the content in place without creating a duplicate.